| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SLB Susan L. Bloom Kentucky Trust Co | 1,322 | $385,475.9 | $352,260.11 | -$33,215.79 | -8.62% |
Bryan Molinar Atlas Legacy Advisors LLC | 2,868 | $809,995.93 | $764,207.25 | -$45,788.68 | -5.65% |
Scott Schroeder Longaeva Partners LP | 9,068 | $2.03M | $2.48M | $444,422.19 | 21.88% |
Heather LeVar Roxbury Financial LLC | 3,589 | $1.1M | $956,324.9 | -$145,152.72 | -13.18% |
| KAL KDT Advisors LLC KDT Advisors LLC | 2,851 | $818,436.16 | $759,677.43 | -$58,758.73 | -7.18% |
| BM Berkeley Meredith Hughes Financial Services LLC | 68 | $18,107.07 | $18,119.28 | $12.21 | 0.07% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 1,078 | $315,563 | $287,243.87 | -$28,319.13 | -8.97% |
| CAJ Carl Amos Johnson Grove Street Fiduciary LLC | 3,100 | $947,142.63 | $826,025.97 | -$121,116.66 | -12.79% |
| CL Chris Lein Partners Wealth Management LLC | 1,061 | $310,586.17 | $282,714.05 | -$27,872.12 | -8.97% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 2,768 | $749,225.18 | $737,561.25 | -$11,663.93 | -1.56% |
| JA Jonathan Ameen Impact Capital Partners LLC | 8,186 | $2.4M | $2.18M | -$220,455.22 | -9.18% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 218 | $54,459.61 | $59,661.15 | $5,201.54 | 9.55% |
| DN Daniel Newman Noble Wealth Management PBC | 12 | $2,687 | $3,197.52 | $510.52 | 19% |
North Forty Two & Co. North Forty Two & Co. | 987 | $288,924.43 | $262,996.01 | -$25,928.42 | -8.97% |
| FG Fabian Guerra Guerra Advisors Inc. | 450 | $132,075 | $119,907 | -$12,168 | -9.21% |
Avi Kantor Certior Financial Group LLC | 1,715 | $481,498.4 | $456,978.88 | -$24,519.52 | -5.09% |
| ECM Eisler Capital Management Ltd. Eisler Capital Management Ltd. | 56 | $16,735.32 | $14,921.76 | -$1,813.56 | -10.84% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 1,779 | $494,101.48 | $486,867.82 | -$7,233.66 | -1.46% |
Moment Partners LLC Moment Partners LLC | 3,240 | $939,879.5 | $863,330.37 | -$76,549.13 | -8.14% |
| GLF Groupe La Francaise Groupe La Francaise | 27,077 | $7.51M | $7.66M | $156,320.66 | 2.08% |