| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SK Samira Kadam Synergy Investment Management LLC | 8,005 | $263,430.45 | $406,493.9 | $143,063.45 | 54.31% |
Clare Market Investments LLC Clare Market Investments LLC | 36,617 | $1.29M | $1.86M | $566,948.33 | 43.87% |
| SLB Susan L. Bloom Kentucky Trust Co | 1,030 | $31,403.69 | $52,303.4 | $20,899.71 | 66.55% |
Heather LeVar Roxbury Financial LLC | 20 | $1,363 | $1,015.6 | -$347.4 | -25.49% |
| TM Thomas Morgan Corps Capital Advisors LLC | 9,160 | $601,842.26 | $465,144.8 | -$136,697.46 | -22.71% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 10 | $264 | $507.8 | $243.8 | 92.35% |
| PIF Partners in Financial Planning Partners in Financial Planning | 4,025 | $260,358.22 | $204,389.5 | -$55,968.72 | -21.5% |
| RZ Rich Zeitz Bravias Capital Group LLC | 103,983 | $4.96M | $5.28M | $316,821.61 | 6.38% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 976 | $25,698.17 | $49,561.28 | $23,863.11 | 92.86% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 32,761 | $992,088.86 | $1.66M | $671,514.72 | 67.69% |
Promus Capital LLC Promus Capital LLC | 454 | $19,236 | $23,054.12 | $3,818.12 | 19.85% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 200 | $12,884.37 | $10,156 | -$2,728.37 | -21.18% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 7,573 | $381,117.78 | $384,556.94 | $3,439.16 | 0.9% |
| DN Daniel Newman Noble Wealth Management PBC | 10,509 | $500,969.34 | $533,647.02 | $32,677.68 | 6.52% |
North Forty Two & Co. North Forty Two & Co. | 7,922 | $247,723.99 | $402,279.16 | $154,555.17 | 62.39% |
| FG Fabian Guerra Guerra Advisors Inc. | 1 | $44 | $50.78 | $6.78 | 15.41% |
| CS Corrie Scoby Coordinated Financial Services Inc. | 6,990 | $185,951.2 | $354,952.2 | $169,001 | 90.88% |
| DT David Tepp Tepp RIA LLC | 17,752 | $1.14M | $901,446.56 | -$242,136.35 | -21.17% |
| PR Philippe Reitzer Banque Transatlantique SA | 200 | $13,564 | $10,156 | -$3,408 | -25.13% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 7,742 | $237,939.44 | $393,138.76 | $155,199.32 | 65.23% |