| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SLB Susan L. Bloom Kentucky Trust Co | 2,718 | $28,430 | $27,737.19 | -$692.81 | -2.44% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 52,152 | $550,992.23 | $533,254.2 | -$17,738.03 | -3.22% |
| DN Daniel Newman Noble Wealth Management PBC | 52,533 | $535,121.7 | $537,149.92 | $2,028.22 | 0.38% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 12,183 | $130,893.57 | $124,205.68 | -$6,687.89 | -5.11% |
Northstar Financial Companies Inc. Northstar Financial Companies Inc. | 13,004 | $131,336 | $132,575.78 | $1,239.78 | 0.94% |
Nicole Reese WPG Advisers LLC | 6,245 | $65,713.76 | $63,730.22 | -$1,983.54 | -3.02% |
Benjamin S. Smith Smith Asset Management Co LLC | 273,343 | $2.86M | $2.79M | -$65,640.64 | -2.3% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,049 | $11,361 | $10,694.55 | -$666.45 | -5.87% |