| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Highline Wealth Partners LLC Highline Wealth Partners LLC | 125 | $2,991 | $2,781.25 | -$209.75 | -7.01% |
Jennifer P. Lane Compass Planning Associates Inc. | 22,335 | $534,923 | $485,562.9 | -$49,360.1 | -9.23% |
| SLB Susan L. Bloom Kentucky Trust Co | 2,225 | $53,280.2 | $49,350.5 | -$3,929.7 | -7.38% |
| CW Chung Wu Chung Wu Investment Group LLC | 157,310 | $3.77M | $3.43M | -$334,284.22 | -8.87% |
Ameriflex Group Inc. Ameriflex Group Inc. | 3,550 | $84,951.5 | $77,106 | -$7,845.5 | -9.24% |
Chancellor Financial Group WB LP Chancellor Financial Group WB LP | 34,879 | $821,064.16 | $757,571.88 | -$63,492.28 | -7.73% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 300 | $7,023 | $6,546 | -$477 | -6.79% |
Molly Wheeler Burk Holdings LLC | 10,274 | $246,062.44 | $223,459.5 | -$22,602.94 | -9.19% |
William F. Blake PMG Family Office LLC | 84,291 | $2M | $1.88M | -$120,655.72 | -6.04% |