| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kayla Tweedy JBR Co Financial Management Inc | 148,654 | $2.91M | $3.16M | $256,394.95 | 8.82% |
Ian Jameson American Capital Advisory, LLC | 2,725 | $51,012 | $57,960.75 | $6,948.75 | 13.62% |
Kara Lilian Lynx Investment Advisory | 45,996 | $1.01M | $978,334.92 | -$35,412.08 | -3.49% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 16,337 | $356,450.77 | $347,487.99 | -$8,962.78 | -2.51% |
David Levy Diversified Enterprises LLC | 12,433 | $270,010.08 | $264,449.91 | -$5,560.17 | -2.06% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 125 | $2,991 | $2,658.75 | -$332.25 | -11.11% |
Jennifer P. Lane Compass Planning Associates Inc. | 17,217 | $412,346.96 | $366,205.59 | -$46,141.37 | -11.19% |
| SLB Susan L. Bloom Kentucky Trust Co | 2,225 | $53,280.2 | $47,325.75 | -$5,954.45 | -11.18% |
| CW Chung Wu Chung Wu Investment Group LLC | 147,810 | $3.54M | $3.14M | -$396,131.24 | -11.19% |
Ameriflex Group Inc. Ameriflex Group Inc. | 2,550 | $61,021.5 | $55,998 | -$5,023.5 | -8.23% |
Chancellor Financial Group WB LP Chancellor Financial Group WB LP | 35,613 | $837,241.65 | $786,335.04 | -$50,906.61 | -6.08% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 300 | $7,023 | $6,381 | -$642 | -9.14% |
Molly Wheeler Burk Holdings LLC | 10,274 | $246,062.44 | $227,260.88 | -$18,801.56 | -7.64% |
William F. Blake PMG Family Office LLC | 86,755 | $2.05M | $1.85M | -$205,158.17 | -10.01% |