| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Generali Investments CEE investicni spolecnost a.s. Generali Investments CEE investicni spolecnost a.s. | 12,000 | $1.17M | $1.84M | $674,700 | 57.78% |
Carol Somoano Asset Planning Inc. | 107 | $10,383 | $16,169.84 | $5,786.84 | 55.73% |
VestGen Advisors LLC VestGen Advisors LLC | 2,257 | $337,788.25 | $346,810.62 | $9,022.37 | 2.67% |
VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 292 | $44,603 | $43,874.46 | -$728.54 | -1.63% |
JBGlobal.com LLC JBGlobal.com LLC | 1,550 | $213,699 | $241,218.75 | $27,519.75 | 12.88% |
Elizabeth Arce Sovran Advisors LLC | 4,829 | $633,226.17 | $741,782.69 | $108,556.52 | 17.14% |
Westmount Partners LLC Westmount Partners LLC | 1,548 | $236,617.79 | $240,899.76 | $4,281.97 | 1.81% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 88 | $13,386.69 | $13,651 | $264.31 | 1.97% |
Bradley Wilson Crews Bank & Trust | 786 | $77,753.86 | $120,745.32 | $42,991.46 | 55.29% |
Camaron Barta BXM Wealth LLC | 4,840 | $667,290.8 | $747,973.6 | $80,682.8 | 12.09% |
Joshalyn Baca TigerOak Management LLC | 3,030 | $294,849.53 | $473,710.2 | $178,860.67 | 60.66% |
George Hall II One8Zero8 LLC | 2,852 | $295,714.99 | $442,830.04 | $147,115.05 | 49.75% |
Ryan Robert Robaugh Hickory Asset Management Inc. | 3,465 | $337,174.87 | $533,869.87 | $196,695 | 58.34% |
Stacey Cole Haven Private LLC | 3,296 | $393,526.44 | $512,758.72 | $119,232.28 | 30.3% |
Chelsea Michels Michels Family Financial LLC | 3,342 | $325,209.62 | $513,832.5 | $188,622.88 | 58% |
Samira Kadam Synergy Investment Management LLC | 40 | $6,229.28 | $6,148.8 | -$80.48 | -1.29% |
Susan L. Bloom Kentucky Trust Co | 9,800 | $953,637.62 | $1.5M | $551,005.38 | 57.78% |
Bryan Molinar Atlas Legacy Advisors LLC | 1,788 | $276,273 | $277,336.68 | $1,063.68 | 0.39% |
Heather LeVar Roxbury Financial LLC | 3,782 | $371,852.96 | $587,250.05 | $215,397.09 | 57.93% |
Keith Diamond Prudent Man Investment Management Inc. | 84 | $8,175 | $13,025.88 | $4,850.88 | 59.34% |