| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WAL Wilmar Advisors LLC Wilmar Advisors LLC | 7,000 | $1.38M | $1.3M | -$80,100 | -5.79% |
Cache Advisors LLC Cache Advisors LLC | 950 | $205,039 | $175,427 | -$29,612 | -14.44% |
| TM Terry McHugh McHugh Group LLC | 2,267 | $401,259 | $424,178.37 | $22,919.37 | 5.71% |
| MM Michael McCracken MFG Wealth Management Inc. | 14,400 | $2.73M | $2.69M | -$43,831.28 | -1.6% |
| LM Lacey Manz Rovida Investment Management Ltd. | 832,000 | $158.72M | $154.86M | -$3.86M | -2.43% |
George Hall II One8Zero8 LLC | 2,969 | $545,572.96 | $548,255.54 | $2,682.58 | 0.49% |
| FLP Financial Life Planners Financial Life Planners | 367 | $73,045 | $67,770.22 | -$5,274.78 | -7.22% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 1,025 | $214,768 | $191,818.5 | -$22,949.5 | -10.69% |
| SC Stacey Cole Haven Private LLC | 986 | $206,596.7 | $183,879.15 | -$22,717.55 | -11% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 1,182 | $247,854 | $221,199.48 | -$26,654.52 | -10.75% |
| AFI Atala Financial Inc. Atala Financial Inc. | 1,582 | $280,960.67 | $292,132.12 | $11,171.45 | 3.98% |
Samira Kadam Synergy Investment Management LLC | 732 | $155,325.11 | $137,019.42 | -$18,305.69 | -11.79% |
| EJP Erick J. Palacios Palacios Wealth Management LLC | 1,363 | $258,985.19 | $254,962.78 | -$4,022.41 | -1.55% |
| PAM Pacific Asset Management LLC Pacific Asset Management LLC | 1,562 | $330,877.32 | $294,796.26 | -$36,081.06 | -10.9% |
| SLB Susan L. Bloom Kentucky Trust Co | 2,133 | $378,624.24 | $402,561.09 | $23,936.85 | 6.32% |
| JS Joseph Shenton Permanent Capital Management LP | 4,021 | $873,038.73 | $742,517.86 | -$130,520.87 | -14.95% |
Bryan Molinar Atlas Legacy Advisors LLC | 1,570 | $345,136.49 | $289,916.2 | -$55,220.29 | -16% |
Scott Schroeder Longaeva Partners LP | 111,541 | $23.9M | $20.6M | -$3.3M | -13.81% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 60 | $13,028 | $11,189.4 | -$1,838.6 | -14.11% |
| CW Chung Wu Chung Wu Investment Group LLC | 1,610 | $346,772.98 | $297,302.6 | -$49,470.38 | -14.27% |