| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Camaron Barta BXM Wealth LLC | 1,815 | $640,234.89 | $578,240.85 | -$61,994.04 | -9.68% |
| RN Ron New Whipplewood Advisors LLC | 14 | $4,234.74 | $4,389.7 | $154.96 | 3.66% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,696 | $563,419 | $540,583.04 | -$22,835.96 | -4.05% |
Cache Advisors LLC Cache Advisors LLC | 1,708 | $544,818 | $535,611.72 | -$9,206.28 | -1.69% |
| PBS P. Brian Saxton Saiph Capital LLC | 762 | $257,747 | $242,121.69 | -$15,625.31 | -6.06% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 650 | $219,863 | $202,280 | -$17,583 | -8% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 30,143 | $9.13M | $9.62M | $490,483.27 | 5.37% |
George Hall II One8Zero8 LLC | 2,130 | $634,285.03 | $673,825.5 | $39,540.47 | 6.23% |
| IAL IFC Advisors LLC IFC Advisors LLC | 9,124 | $2.71M | $2.9M | $186,192.59 | 6.86% |
| FLP Financial Life Planners Financial Life Planners | 131 | $39,490 | $41,242.73 | $1,752.73 | 4.44% |
| AFI Atala Financial Inc. Atala Financial Inc. | 1,773 | $527,452.23 | $556,491.51 | $29,039.28 | 5.51% |
Samira Kadam Synergy Investment Management LLC | 66 | $21,705 | $20,645.46 | -$1,059.54 | -4.88% |
Centerpoint Advisory Group Centerpoint Advisory Group | 1,364 | $407,040.02 | $428,043.66 | $21,003.64 | 5.16% |
| SLB Susan L. Bloom Kentucky Trust Co | 105 | $31,162.96 | $32,956.35 | $1,793.39 | 5.75% |
Heather LeVar Roxbury Financial LLC | 252 | $80,509.03 | $79,140.6 | -$1,368.43 | -1.7% |
| TM Thomas Morgan Corps Capital Advisors LLC | 948 | $320,661 | $297,956.4 | -$22,704.6 | -7.08% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 449 | $161,426.14 | $142,880.78 | -$18,545.36 | -11.49% |
| CW Chung Wu Chung Wu Investment Group LLC | 201 | $63,764.6 | $63,397.41 | -$367.19 | -0.58% |
| BM Berkeley Meredith Hughes Financial Services LLC | 178 | $51,931.22 | $55,868.86 | $3,937.64 | 7.58% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 627 | $184,811.27 | $196,909.35 | $12,098.08 | 6.55% |