| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| IAL IFC Advisors LLC IFC Advisors LLC | 10,794 | $1.23M | $1.13M | -$93,716.54 | -7.64% |
| FLP Financial Life Planners Financial Life Planners | 100 | $10,267 | $10,472.5 | $205.5 | 2% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 7,912 | $1.02M | $828,544.64 | -$190,850.6 | -18.72% |
Samira Kadam Synergy Investment Management LLC | 549 | $53,307.66 | $57,337.56 | $4,029.9 | 7.56% |
| DC David Cantor LongView Asset Management LLC | 2,290 | $300,328.2 | $239,373.7 | -$60,954.5 | -20.3% |
| SLB Susan L. Bloom Kentucky Trust Co | 4,968 | $556,684.83 | $520,050.24 | -$36,634.59 | -6.58% |
Bryan Molinar Atlas Legacy Advisors LLC | 3,059 | $353,828.27 | $319,237.24 | -$34,591.03 | -9.78% |
Heather LeVar Roxbury Financial LLC | 1,256 | $142,252.73 | $131,628.8 | -$10,623.93 | -7.47% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 261 | $32,701 | $27,334.53 | -$5,366.47 | -16.41% |
| PIF Partners in Financial Planning Partners in Financial Planning | 2,799 | $327,771.71 | $294,622.74 | -$33,148.97 | -10.11% |
| CW Chung Wu Chung Wu Investment Group LLC | 54 | $7,344.5 | $5,635.98 | -$1,708.52 | -23.26% |
| KAL KDT Advisors LLC KDT Advisors LLC | 4,106 | $439,596.4 | $428,830.64 | -$10,765.76 | -2.45% |
| BM Berkeley Meredith Hughes Financial Services LLC | 158 | $17,937.44 | $16,541.02 | -$1,396.42 | -7.78% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 489 | $55,311 | $51,242.31 | -$4,068.69 | -7.36% |
| CAJ Carl Amos Johnson Grove Street Fiduciary LLC | 2,746 | $364,256.75 | $286,792.24 | -$77,464.51 | -21.27% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 3,479 | $325,448.96 | $358,232.63 | $32,783.67 | 10.07% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 2,698 | $357,889.83 | $282,993.22 | -$74,896.61 | -20.93% |
| TW Travis Weitz Unified Investment Management | 5,140 | $528,335.38 | $536,513.2 | $8,177.82 | 1.55% |
HMV Wealth Advisors LLC HMV Wealth Advisors LLC | 4,237 | $484,422.53 | $443,677.45 | -$40,745.08 | -8.41% |
| JA Jonathan Ameen Impact Capital Partners LLC | 21,416 | $2.48M | $2.24M | -$249,634.93 | -10.05% |