| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 2,799 | $429,959.38 | $493,071.84 | $63,112.46 | 14.68% |
| PPL Postrock Partners LLC Postrock Partners LLC | 36,024 | $5.53M | $6.33M | $799,012.2 | 14.44% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 1,645 | $303,245 | $291,387.07 | -$11,857.93 | -3.91% |
| AFI Atala Financial Inc. Atala Financial Inc. | 14,265 | $2.19M | $2.46M | $271,035.34 | 12.37% |
Samira Kadam Synergy Investment Management LLC | 4,365 | $673,701.97 | $774,372.82 | $100,670.85 | 14.94% |
| EJP Erick J. Palacios Palacios Wealth Management LLC | 6,254 | $976,451.61 | $1.11M | $129,339.39 | 13.25% |
Clare Market Investments LLC Clare Market Investments LLC | 2,816 | $520,460 | $486,097.92 | -$34,362.08 | -6.6% |
| SLB Susan L. Bloom Kentucky Trust Co | 4,008 | $615,709.39 | $715,027.16 | $99,317.77 | 16.13% |
| JS Joseph Shenton Permanent Capital Management LP | 1,137 | $210,106 | $196,268.94 | -$13,837.06 | -6.59% |
Bryan Molinar Atlas Legacy Advisors LLC | 2,826 | $489,248.88 | $487,824.12 | -$1,424.76 | -0.29% |
Heather LeVar Roxbury Financial LLC | 89 | $14,210.26 | $15,363.18 | $1,152.92 | 8.11% |
Crux Wealth Advisors Crux Wealth Advisors | 1,878 | $298,898.46 | $324,180.36 | $25,281.9 | 8.46% |
| CW Chung Wu Chung Wu Investment Group LLC | 100 | $15,926 | $17,262 | $1,336 | 8.39% |
| KAL KDT Advisors LLC KDT Advisors LLC | 3,534 | $555,539.12 | $626,949.27 | $71,410.15 | 12.85% |
| BM Berkeley Meredith Hughes Financial Services LLC | 316 | $43,279.34 | $56,374.4 | $13,095.06 | 30.26% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 2,137 | $281,158.78 | $368,888.94 | $87,730.16 | 31.2% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 150 | $23,042.74 | $25,893 | $2,850.26 | 12.37% |
Drum Hill Capital LLC Drum Hill Capital LLC | 15,300 | $2.34M | $2.69M | $351,289.8 | 15% |
| TW Travis Weitz Unified Investment Management | 9,234 | $1.42M | $1.59M | $177,536.18 | 12.53% |
| JA Jonathan Ameen Impact Capital Partners LLC | 2,747 | $429,760.78 | $474,187.14 | $44,426.36 | 10.34% |