| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RN Ron New Whipplewood Advisors LLC | 5 | $970.71 | $1,378.7 | $407.99 | 42.03% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 2,398 | $449,869.22 | $661,224.5 | $211,355.28 | 46.98% |
| JW Jeffrey Waters OFC Financial Planning LLC | 1,773 | $332,455.67 | $492,397.56 | $159,941.89 | 48.11% |
Cache Advisors LLC Cache Advisors LLC | 5,841 | $1.39M | $1.61M | $223,763.92 | 16.13% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 1,421 | $294,185.39 | $406,519.66 | $112,334.27 | 38.18% |
| MK Matthew Klein Matauro LLC | 1,265 | $240,826.38 | $348,811.09 | $107,984.71 | 44.84% |
George Hall II One8Zero8 LLC | 1,400 | $262,317.72 | $400,511.98 | $138,194.26 | 52.68% |
| TA Thomas Antony Peregrine Investment Management Inc. | 32,000 | $9.54M | $8.82M | -$714,560.32 | -7.49% |
| IAL IFC Advisors LLC IFC Advisors LLC | 713 | $212,524 | $198,014.36 | -$14,509.64 | -6.83% |
| FLP Financial Life Planners Financial Life Planners | 83 | $16,095 | $22,886.42 | $6,791.42 | 42.2% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 623 | $116,701.17 | $171,786.01 | $55,084.84 | 47.2% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 1,186 | $355,601 | $327,027.63 | -$28,573.37 | -8.04% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 21,363 | $4.15M | $5.89M | $1.74M | 42.03% |
Samira Kadam Synergy Investment Management LLC | 86 | $16,696 | $23,713.64 | $7,017.64 | 42.03% |
| SLB Susan L. Bloom Kentucky Trust Co | 1,175 | $220,324.47 | $323,994.49 | $103,670.02 | 47.05% |
Bryan Molinar Atlas Legacy Advisors LLC | 3,683 | $728,114.23 | $1.02M | $287,436.15 | 39.48% |
Heather LeVar Roxbury Financial LLC | 290 | $54,511.1 | $79,964.6 | $25,453.5 | 46.69% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 19 | $3,297 | $5,239.06 | $1,942.06 | 58.9% |
| BM Berkeley Meredith Hughes Financial Services LLC | 366 | $68,407.78 | $100,920.84 | $32,513.06 | 47.53% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 277 | $51,939.91 | $76,379.98 | $24,440.07 | 47.05% |