| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SC Stacey Cole Haven Private LLC | 3,964 | $449,215.83 | $393,744.12 | -$55,471.71 | -12.35% |
| AFI Atala Financial Inc. Atala Financial Inc. | 18,020 | $2.06M | $1.79M | -$272,424.76 | -13.21% |
| SK Samira Kadam Synergy Investment Management LLC | 3,470 | $385,137.86 | $344,675.1 | -$40,462.76 | -10.51% |
| SIM Sims Investment Management LLC Sims Investment Management LLC | 2,836 | $311,220.69 | $281,699.88 | -$29,520.81 | -9.48% |
| EJP Erick J. Palacios Palacios Wealth Management LLC | 2,581 | $289,387.45 | $256,370.73 | -$33,016.72 | -11.41% |
| CMI Clare Market Investments LLC Clare Market Investments LLC | 10,499 | $1.37M | $1.04M | -$331,856.2 | -24.14% |
| SLB Susan L. Bloom Kentucky Trust Co | 8,256 | $919,096.4 | $820,068.48 | -$99,027.92 | -10.77% |
| BM Bryan Molinar Atlas Legacy Advisors LLC | 2,580 | $310,493.11 | $256,271.4 | -$54,221.71 | -17.46% |
| TM Thomas Morgan Corps Capital Advisors LLC | 3,672 | $412,096.78 | $364,739.76 | -$47,357.02 | -11.49% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 804 | $89,526 | $79,861.32 | -$9,664.68 | -10.79% |
| CWA Crux Wealth Advisors Crux Wealth Advisors | 10,945 | $1.24M | $1.09M | -$148,891.69 | -12.05% |
| BM Berkeley Meredith Hughes Financial Services LLC | 731 | $71,741.7 | $72,610.23 | $868.53 | 1.21% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 30 | $3,340.52 | $2,979.9 | -$360.62 | -10.79% |
| CL Chris Lein Partners Wealth Management LLC | 2,346 | $261,227.01 | $233,028.18 | -$28,198.83 | -10.79% |
| PAM PCG Asset Management LLC PCG Asset Management LLC | 6,115 | $681,870.18 | $607,402.95 | -$74,467.23 | -10.92% |
| JA Jonathan Ameen Impact Capital Partners LLC | 2,988 | $333,829.08 | $296,798.04 | -$37,031.04 | -11.09% |
| TGL Tommy Glynn Lewis First Financial Group Corp | 2,511 | $279,709.58 | $249,417.63 | -$30,291.95 | -10.83% |
| PCL Promus Capital LLC Promus Capital LLC | 410 | $45,653.5 | $40,725.3 | -$4,928.2 | -10.79% |
| BWP Burling Wealth Partners LLC Burling Wealth Partners LLC | 10,878 | $1.21M | $1.08M | -$126,262.69 | -10.46% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 3,177 | $354,102.4 | $315,571.41 | -$38,530.99 | -10.88% |