| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CM Chelsea Michels Michels Family Financial LLC | 4,187 | $327,128.42 | $351,980.15 | $24,851.73 | 7.6% |
| AFI Atala Financial Inc. Atala Financial Inc. | 7,394 | $519,354.82 | $619,543.26 | $100,188.44 | 19.29% |
Samira Kadam Synergy Investment Management LLC | 626 | $51,299.21 | $51,926.7 | $627.49 | 1.22% |
Centerpoint Advisory Group Centerpoint Advisory Group | 3,159 | $221,888.04 | $261,470.43 | $39,582.39 | 17.84% |
| SLB Susan L. Bloom Kentucky Trust Co | 10,875 | $763,860 | $899,906.25 | $136,046.25 | 17.81% |
Bryan Molinar Atlas Legacy Advisors LLC | 5,333 | $413,332.29 | $446,158.78 | $32,826.49 | 7.94% |
Heather LeVar Roxbury Financial LLC | 28,976 | $2.04M | $2.41M | $376,589.03 | 18.48% |
| TM Thomas Morgan Corps Capital Advisors LLC | 4,182 | $345,600 | $347,356.92 | $1,756.92 | 0.51% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 800 | $74,560 | $67,364 | -$7,196 | -9.65% |
Crux Wealth Advisors Crux Wealth Advisors | 17,971 | $1.36M | $1.52M | $157,548.07 | 11.6% |
| BM Berkeley Meredith Hughes Financial Services LLC | 664 | $49,463.5 | $54,946 | $5,482.5 | 11.08% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 733 | $51,486 | $61,036.91 | $9,550.91 | 18.55% |
| CAJ Carl Amos Johnson Grove Street Fiduciary LLC | 3,766 | $264,524 | $312,389.7 | $47,865.7 | 18.1% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 3,205 | $256,560 | $259,300.52 | $2,740.52 | 1.07% |
| CL Chris Lein Partners Wealth Management LLC | 4,417 | $310,424.05 | $366,478.49 | $56,054.44 | 18.06% |
| JA Jonathan Ameen Impact Capital Partners LLC | 4,343 | $309,425.16 | $364,399.41 | $54,974.25 | 17.77% |
| TGL Tommy Glynn Lewis First Financial Group Corp | 2,818 | $198,555.61 | $233,555.84 | $35,000.23 | 17.63% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 631 | $46,805.19 | $52,215.25 | $5,410.06 | 11.56% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 13,951 | $1.03M | $1.17M | $138,593.91 | 13.43% |
| BI Bradyco Inc. Bradyco Inc. | 5,630 | $395,451.2 | $469,542 | $74,090.8 | 18.74% |