| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Douglas E. Morisoli Fairman Group, LLC | 10,255 | $223,353.88 | $212,404.64 | -$10,949.24 | -4.9% |
Kayla Tweedy JBR Co Financial Management Inc | 147,895 | $2.89M | $3.09M | $193,822.55 | 6.7% |
Ian Jameson American Capital Advisory, LLC | 2,725 | $51,012 | $56,993.37 | $5,981.37 | 11.73% |
Kara Lilian Lynx Investment Advisory | 45,996 | $1.01M | $953,727.06 | -$60,019.94 | -5.92% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 13,375 | $294,265.42 | $288,498.75 | -$5,766.67 | -1.96% |
David Levy Diversified Enterprises LLC | 12,433 | $270,010.08 | $257,176.6 | -$12,833.48 | -4.75% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 125 | $2,991 | $2,623.75 | -$367.25 | -12.28% |
Jennifer P. Lane Compass Planning Associates Inc. | 12,000 | $287,399.87 | $246,778.8 | -$40,621.07 | -14.13% |
| SLB Susan L. Bloom Kentucky Trust Co | 2,225 | $53,280.2 | $46,725 | -$6,555.2 | -12.3% |
| CW Chung Wu Chung Wu Investment Group LLC | 147,810 | $3.54M | $3.06M | -$475,209.59 | -13.42% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 515 | $10,970 | $10,923.15 | -$46.85 | -0.43% |
Ameriflex Group Inc. Ameriflex Group Inc. | 2,550 | $61,021.5 | $53,550 | -$7,471.5 | -12.24% |
Chancellor Financial Group WB LP Chancellor Financial Group WB LP | 35,613 | $837,241.65 | $739,682.01 | -$97,559.64 | -11.65% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 300 | $7,023 | $6,205.5 | -$817.5 | -11.64% |
Molly Wheeler Burk Holdings LLC | 10,274 | $246,062.44 | $211,901.25 | -$34,161.19 | -13.88% |
William F. Blake PMG Family Office LLC | 86,755 | $2.05M | $1.82M | -$227,714.47 | -11.11% |