| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Grant Reeves CVFG LLC | 7,449 | $6.67M | $7.19M | $519,644.2 | 7.79% |
Elizabeth Arce Sovran Advisors LLC | 264 | $209,417.19 | $254,826 | $45,408.81 | 21.68% |
| EJK Edward J. King Graney & King LLC | 25 | $18,259.2 | $24,139.75 | $5,880.55 | 32.21% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 322 | $231,710.91 | $307,365.1 | $75,654.19 | 32.65% |
Bradley Wilson Crews Bank & Trust | 94 | $59,787 | $90,747.6 | $30,960.6 | 51.78% |
SummitTX Capital LP SummitTX Capital LP | 312 | $279,314.88 | $300,502.8 | $21,187.92 | 7.59% |
Camaron Barta BXM Wealth LLC | 633 | $572,743.1 | $614,649.33 | $41,906.23 | 7.32% |
| RN Ron New Whipplewood Advisors LLC | 9 | $8,057.14 | $8,688.6 | $631.46 | 7.84% |
| BIM Brentview Investment Management LLC Brentview Investment Management LLC | 6,537 | $4.39M | $6.22M | $1.83M | 41.61% |
| JB Joshalyn Baca TigerOak Management LLC | 291 | $203,255.06 | $283,850.13 | $80,595.07 | 39.65% |
| TM Terry McHugh McHugh Group LLC | 1,950 | $1.74M | $1.86M | $118,198.5 | 6.78% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 1,028 | $718,664.31 | $1M | $281,810.99 | 39.21% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 642 | $408,934.66 | $625,609.74 | $216,675.08 | 52.99% |
| FLP Financial Life Planners Financial Life Planners | 88 | $79,235.92 | $85,018.56 | $5,782.64 | 7.3% |
| CM Chelsea Michels Michels Family Financial LLC | 897 | $578,808.45 | $868,493.34 | $289,684.89 | 50.05% |
Samira Kadam Synergy Investment Management LLC | 109 | $102,778.99 | $103,976.19 | $1,197.2 | 1.16% |
| SLB Susan L. Bloom Kentucky Trust Co | 120 | $76,324 | $115,410 | $39,086 | 51.21% |
Scott Schroeder Longaeva Partners LP | 39,889 | $38.18M | $38.54M | $358,502.88 | 0.94% |
Heather LeVar Roxbury Financial LLC | 238 | $156,473.13 | $229,855.64 | $73,382.51 | 46.9% |
| BM Berkeley Meredith Hughes Financial Services LLC | 13 | $11,059.32 | $12,502.75 | $1,443.43 | 13.05% |