| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 6,081 | $430,528.72 | $525,702.45 | $95,173.73 | 22.11% |
| KDS Kurt D. Schrader Carbahal Olsen Financial Services Group LLC | 3,660 | $257,354.09 | $316,407 | $59,052.91 | 22.95% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 3,463 | $290,303 | $299,376.35 | $9,073.35 | 3.13% |
Cache Advisors LLC Cache Advisors LLC | 7,100 | $568,852 | $613,795 | $44,943 | 7.9% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 2,623 | $244,464 | $226,758.35 | -$17,705.65 | -7.24% |
| MK Matthew Klein Matauro LLC | 3,287 | $306,144.55 | $284,161.15 | -$21,983.4 | -7.18% |
| AC Andrew Carter Panoramic Capital Partners LLC | 2,905 | $243,517.03 | $253,417.67 | $9,900.64 | 4.07% |
| LG Luc Gaudet Louisbourg Investments Inc. | 32,092 | $1.71M | $2.77M | $1.06M | 62.26% |
George Hall II One8Zero8 LLC | 6,905 | $485,006.83 | $602,357.67 | $117,350.84 | 24.2% |
| IAL IFC Advisors LLC IFC Advisors LLC | 2,898 | $239,892.26 | $258,414.66 | $18,522.4 | 7.72% |
| FLP Financial Life Planners Financial Life Planners | 1,260 | $100,326.19 | $108,927 | $8,600.81 | 8.57% |
| JN Jakub Niedzwiedzki Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 270,000 | $19.38M | $23.34M | $3.96M | 20.42% |
| CM Chelsea Michels Michels Family Financial LLC | 4,123 | $321,839.76 | $356,433.35 | $34,593.59 | 10.75% |
| AFI Atala Financial Inc. Atala Financial Inc. | 7,394 | $519,354.82 | $639,211.3 | $119,856.48 | 23.08% |
Samira Kadam Synergy Investment Management LLC | 247 | $19,663 | $21,353.15 | $1,690.15 | 8.6% |
Centerpoint Advisory Group Centerpoint Advisory Group | 3,159 | $221,888.04 | $273,095.55 | $51,207.51 | 23.08% |
| SLB Susan L. Bloom Kentucky Trust Co | 11,175 | $784,932 | $966,078.75 | $181,146.75 | 23.08% |
Bryan Molinar Atlas Legacy Advisors LLC | 5,333 | $413,332.29 | $461,037.85 | $47,705.56 | 11.54% |
Scott Schroeder Longaeva Partners LP | 63,780 | $5.08M | $5.51M | $436,255 | 8.59% |
Heather LeVar Roxbury Financial LLC | 28,926 | $2.03M | $2.5M | $467,253.7 | 22.98% |