| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 1,871 | $277,281 | $279,826.76 | $2,545.76 | 0.92% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 2,555 | $360,536.71 | $396,025 | $35,488.29 | 9.84% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 292 | $44,603 | $44,699.36 | $96.36 | 0.22% |
| JL JBGlobal.com LLC JBGlobal.com LLC | 1,550 | $213,699 | $239,265.75 | $25,566.75 | 11.96% |
Elizabeth Arce Sovran Advisors LLC | 4,259 | $542,106.32 | $656,563.18 | $114,456.86 | 21.11% |
Westmount Partners LLC Westmount Partners LLC | 1,548 | $236,617.79 | $238,638.13 | $2,020.34 | 0.85% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 88 | $13,386.69 | $13,565.99 | $179.3 | 1.34% |
Bradley Wilson Crews Bank & Trust | 786 | $77,753.86 | $121,342.68 | $43,588.82 | 56.06% |
Camaron Barta BXM Wealth LLC | 4,840 | $667,290.8 | $755,572.4 | $88,281.6 | 13.23% |
| RN Ron New Whipplewood Advisors LLC | 278 | $42,464.5 | $43,398.58 | $934.08 | 2.2% |
| JB Joshalyn Baca TigerOak Management LLC | 3,044 | $296,211.88 | $469,932.72 | $173,720.84 | 58.65% |
George Hall II One8Zero8 LLC | 2,852 | $295,714.99 | $440,491.4 | $144,776.41 | 48.96% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 3,465 | $337,174.87 | $535,273.2 | $198,098.33 | 58.75% |
| SC Stacey Cole Haven Private LLC | 3,654 | $428,363.41 | $564,469.92 | $136,106.51 | 31.77% |
| CM Chelsea Michels Michels Family Financial LLC | 3,342 | $325,209.62 | $516,272.16 | $191,062.54 | 58.75% |
Samira Kadam Synergy Investment Management LLC | 17 | $2,597 | $2,625.65 | $28.65 | 1.1% |
| SLB Susan L. Bloom Kentucky Trust Co | 10,312 | $1M | $1.59M | $587,990.64 | 58.6% |
Heather LeVar Roxbury Financial LLC | 3,782 | $371,852.96 | $583,676.06 | $211,823.1 | 56.96% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 84 | $8,175 | $13,427.4 | $5,252.4 | 64.25% |
Crux Wealth Advisors Crux Wealth Advisors | 9,513 | $1.06M | $1.42M | $361,695.86 | 34.09% |