| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 3,730 | $161,372.42 | $199,890.7 | $38,518.28 | 23.87% |
Tony Edwards BankPlus Wealth Management LLC | 8,668 | $376,785.89 | $464,258.08 | $87,472.19 | 23.22% |
| CAL Caxton Associates LLP Caxton Associates LLP | 38,416 | $1.74M | $2.06M | $318,738.21 | 18.32% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 26 | $1,121.74 | $1,395.81 | $274.07 | 24.43% |
| MP Marcus Pimentel SLT Holdings LLC | 11,172 | $484,763.96 | $586,641.72 | $101,877.76 | 21.02% |
Bradley Wilson Crews Bank & Trust | 20,820 | $902,819.11 | $1.1M | $196,476.89 | 21.76% |
SummitTX Capital LP SummitTX Capital LP | 16,835 | $772,604.77 | $902,524.35 | $129,919.58 | 16.82% |
| RN Ron New Whipplewood Advisors LLC | 6,557 | $284,443.21 | $351,520.77 | $67,077.56 | 23.58% |
Cache Advisors LLC Cache Advisors LLC | 1,000 | $45,970 | $52,640 | $6,670 | 14.51% |
George Hall II One8Zero8 LLC | 34,200 | $1.48M | $1.83M | $350,556.03 | 23.64% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 21,814 | $948,597.93 | $1.17M | $220,850.61 | 23.28% |
| SK Samira Kadam Synergy Investment Management LLC | 110 | $5,057 | $5,874 | $817 | 16.16% |
| SLB Susan L. Bloom Kentucky Trust Co | 37,631 | $1.63M | $1.99M | $359,461.95 | 22.02% |
Heather LeVar Roxbury Financial LLC | 8,916 | $387,543.04 | $476,114.4 | $88,571.36 | 22.85% |
| PIF Partners in Financial Planning Partners in Financial Planning | 17,071 | $908,901.31 | $911,591.4 | $2,690.09 | 0.3% |
| BM Berkeley Meredith Hughes Financial Services LLC | 2,304 | $94,727.77 | $123,586.56 | $28,858.79 | 30.46% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 456 | $19,725.73 | $24,350.4 | $4,624.67 | 23.44% |
| TGL Tommy Glynn Lewis First Financial Group Corp | 11,637 | $504,813.62 | $604,542.15 | $99,728.53 | 19.76% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 461 | $19,342.22 | $24,728.04 | $5,385.82 | 27.84% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 14,492 | $629,493.72 | $777,350.88 | $147,857.16 | 23.49% |