| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Joseph Shenton Permanent Capital Management LP | 7,810 | $552,529.19 | $623,550.4 | $71,021.21 | 12.85% |
Bryan Molinar Atlas Legacy Advisors LLC | 3,607 | $327,021.04 | $287,766.46 | -$39,254.58 | -12% |
Heather LeVar Roxbury Financial LLC | 1,105 | $80,488.6 | $88,239.77 | $7,751.17 | 9.63% |
| TM Thomas Morgan Corps Capital Advisors LLC | 3,325 | $308,862.78 | $262,641.75 | -$46,221.03 | -14.96% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 48 | $3,854 | $3,829.44 | -$24.56 | -0.64% |
| CW Chung Wu Chung Wu Investment Group LLC | 2,400 | $166,608 | $191,880 | $25,272 | 15.17% |
| RZ Rich Zeitz Bravias Capital Group LLC | 3,678 | $263,584.16 | $290,157.42 | $26,573.26 | 10.08% |
| KAL KDT Advisors LLC KDT Advisors LLC | 5,647 | $424,932.36 | $445,322.42 | $20,390.06 | 4.8% |
| BM Berkeley Meredith Hughes Financial Services LLC | 696 | $51,306.41 | $54,956.16 | $3,649.75 | 7.11% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 827 | $59,288 | $66,011.14 | $6,723.14 | 11.34% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 6,734 | $625,413.52 | $531,918.66 | -$93,494.86 | -14.95% |
| JA Jonathan Ameen Impact Capital Partners LLC | 14,505 | $1.05M | $1.16M | $114,087.31 | 10.91% |
Promus Capital LLC Promus Capital LLC | 50 | $3,584.54 | $3,997.75 | $413.21 | 11.53% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 91,184 | $6.72M | $7.28M | $553,470.99 | 8.23% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 258 | $20,622.41 | $20,371.68 | -$250.73 | -1.22% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 5,438 | $398,337.8 | $434,795.29 | $36,457.49 | 9.15% |
| DN Daniel Newman Noble Wealth Management PBC | 256 | $19,242.71 | $20,439.04 | $1,196.33 | 6.22% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 6,613 | $474,917.51 | $527,320.62 | $52,403.11 | 11.03% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 3,200 | $231,054.06 | $254,848 | $23,793.94 | 10.3% |
Victrix Investment Advisors Victrix Investment Advisors | 29,297 | $2.16M | $2.31M | $146,326.19 | 6.76% |