| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 11,181 | $2.8M | $2.68M | -$119,912.97 | -4.28% |
| EJK Edward J. King Graney & King LLC | 162 | $54,006.48 | $38,970.95 | -$15,035.53 | -27.84% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 200 | $50,451.93 | $47,886 | -$2,565.93 | -5.09% |
Bradley Wilson Crews Bank & Trust | 271 | $90,603 | $65,053.55 | -$25,549.45 | -28.2% |
SummitTX Capital LP SummitTX Capital LP | 12,270 | $1.92M | $2.95M | $1.03M | 53.37% |
| RN Ron New Whipplewood Advisors LLC | 12 | $2,240 | $2,879.76 | $639.76 | 28.56% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,236 | $292,815 | $296,405.16 | $3,590.16 | 1.23% |
Cache Advisors LLC Cache Advisors LLC | 10,543 | $2.78M | $2.54M | -$246,325.48 | -8.85% |
| TM Terry McHugh McHugh Group LLC | 1,775 | $576,549.08 | $433,153.25 | -$143,395.83 | -24.87% |
| LG Luc Gaudet Louisbourg Investments Inc. | 68,166 | $15.11M | $16.23M | $1.12M | 7.41% |
| IAL IFC Advisors LLC IFC Advisors LLC | 9,489 | $1.71M | $2.27M | $564,943.59 | 33.1% |
| TS Thomas Stadum Fjell Capital LLC | 2,011 | $631,772.01 | $491,528.62 | -$140,243.39 | -22.2% |
| FLP Financial Life Planners Financial Life Planners | 596 | $197,603.47 | $143,534.68 | -$54,068.79 | -27.36% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 1,435 | $477,981.56 | $350,175.87 | -$127,805.69 | -26.74% |
| AFI Atala Financial Inc. Atala Financial Inc. | 11,652 | $3.36M | $2.88M | -$489,976.8 | -14.56% |
Samira Kadam Synergy Investment Management LLC | 342 | $54,357.56 | $83,646.36 | $29,288.8 | 53.88% |
| EJP Erick J. Palacios Palacios Wealth Management LLC | 3,183 | $1.03M | $779,484.87 | -$250,960.47 | -24.35% |
Clare Market Investments LLC Clare Market Investments LLC | 4,738 | $1.17M | $1.14M | -$28,877.56 | -2.47% |
| SLB Susan L. Bloom Kentucky Trust Co | 7,367 | $2.44M | $1.82M | -$621,604.9 | -25.48% |
Heather LeVar Roxbury Financial LLC | 3,835 | $1.13M | $922,049.05 | -$204,955.22 | -18.19% |