| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 241 | $186,618.35 | $229,723.61 | $43,105.26 | 23.1% |
| EJK Edward J. King Graney & King LLC | 17 | $10,360 | $16,204.57 | $5,844.57 | 56.41% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 393 | $281,302.26 | $374,611.54 | $93,309.28 | 33.17% |
Bradley Wilson Crews Bank & Trust | 94 | $59,787 | $89,601.74 | $29,814.74 | 49.87% |
SummitTX Capital LP SummitTX Capital LP | 14,091 | $12.55M | $13.43M | $881,861.75 | 7.03% |
Camaron Barta BXM Wealth LLC | 468 | $411,353.29 | $446,102.29 | $34,749 | 8.45% |
| RN Ron New Whipplewood Advisors LLC | 21 | $18,800 | $20,017.41 | $1,217.41 | 6.48% |
| BIM Brentview Investment Management LLC Brentview Investment Management LLC | 6,371 | $4.23M | $6.07M | $1.84M | 43.6% |
| JB Joshalyn Baca TigerOak Management LLC | 291 | $203,255.06 | $277,384.12 | $74,129.06 | 36.47% |
| TM Terry McHugh McHugh Group LLC | 1,950 | $1.74M | $1.86M | $115,039.54 | 6.6% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 1,033 | $721,705.49 | $984,665.95 | $262,960.46 | 36.44% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 642 | $408,934.66 | $611,960.83 | $203,026.17 | 49.65% |
| FLP Financial Life Planners Financial Life Planners | 87 | $78,262 | $82,929.27 | $4,667.27 | 5.96% |
| CM Chelsea Michels Michels Family Financial LLC | 873 | $555,324.99 | $832,152.35 | $276,827.36 | 49.85% |
| SK Samira Kadam Synergy Investment Management LLC | 22 | $19,777 | $20,970.62 | $1,193.62 | 6.04% |
| SLB Susan L. Bloom Kentucky Trust Co | 120 | $76,324 | $114,385.2 | $38,061.2 | 49.87% |
Scott Schroeder Longaeva Partners LP | 10,101 | $9.04M | $9.63M | $585,555.41 | 6.48% |
Heather LeVar Roxbury Financial LLC | 238 | $156,473.13 | $226,863.98 | $70,390.85 | 44.99% |
| BM Berkeley Meredith Hughes Financial Services LLC | 8 | $6,168.55 | $7,625.68 | $1,457.13 | 23.62% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 116 | $73,779 | $110,572.36 | $36,793.36 | 49.87% |