| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tony Edwards BankPlus Wealth Management LLC | 3,902 | $648,598 | $430,683.25 | -$217,914.75 | -33.6% |
Elizabeth Arce Sovran Advisors LLC | 1,602 | $188,507.34 | $171,902.61 | -$16,604.73 | -8.81% |
Westmount Partners LLC Westmount Partners LLC | 5,475 | $625,059.83 | $593,982.75 | -$31,077.08 | -4.97% |
| RL Rajendra Lachman Berbice Capital Management LLC | 200 | $22,418 | $21,894 | -$524 | -2.34% |
Bradley Wilson Crews Bank & Trust | 574 | $96,384.16 | $61,613.16 | -$34,771 | -36.08% |
| RN Ron New Whipplewood Advisors LLC | 8,501 | $1.06M | $912,497.34 | -$150,191.69 | -14.13% |
| PBS P. Brian Saxton Saiph Capital LLC | 19,279 | $2.37M | $2.12M | -$241,063.46 | -10.19% |
George Hall II One8Zero8 LLC | 70,707 | $11.99M | $7.67M | -$4.32M | -36.02% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 2,930 | $500,077.11 | $317,406.9 | -$182,670.21 | -36.53% |
Citrine Capital LLC Citrine Capital LLC | 2,403 | $276,309.87 | $260,172.81 | -$16,137.06 | -5.84% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 14,905 | $2.45M | $1.61M | -$840,513.77 | -34.27% |
| IAL IFC Advisors LLC IFC Advisors LLC | 15,690 | $2.66M | $1.7M | -$961,634.11 | -36.17% |
| TS Thomas Stadum Fjell Capital LLC | 11,793 | $1.83M | $1.28M | -$541,912.67 | -29.69% |
Samira Kadam Synergy Investment Management LLC | 227 | $26,348.41 | $24,829.26 | -$1,519.15 | -5.77% |
| SLB Susan L. Bloom Kentucky Trust Co | 87 | $15,001 | $9,500.4 | -$5,500.6 | -36.67% |
Scott Schroeder Longaeva Partners LP | 31,032 | $3.65M | $3.34M | -$309,543.76 | -8.48% |
Heather LeVar Roxbury Financial LLC | 121 | $20,779.42 | $13,012.34 | -$7,767.08 | -37.38% |
| CW Chung Wu Chung Wu Investment Group LLC | 200 | $29,915.99 | $21,622 | -$8,293.99 | -27.72% |
| BM Berkeley Meredith Hughes Financial Services LLC | 184 | $24,349.53 | $20,103.84 | -$4,245.69 | -17.44% |
Runnymede Capital Advisors Inc. Runnymede Capital Advisors Inc. | 20,063 | $2.31M | $2.19M | -$114,334.98 | -4.95% |