| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Maggie Hartness Legacy Wealth Management LLC / MS | 32,223 | $185,734.98 | $182,543.29 | -$3,191.69 | -1.72% |
| SLB Susan L. Bloom Kentucky Trust Co | 7,400 | $39,419.8 | $42,143 | $2,723.2 | 6.91% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 14,363 | $76,659.56 | $81,366.39 | $4,706.83 | 6.14% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 13,757 | $82,961.25 | $77,658.26 | -$5,302.99 | -6.39% |
Kingstone Capital Partners Texas LLC Kingstone Capital Partners Texas LLC | 43,060 | $250,355.52 | $243,073.7 | -$7,281.82 | -2.91% |
Ameriflex Group Inc. Ameriflex Group Inc. | 3,450 | $21,076.05 | $19,440.75 | -$1,635.3 | -7.76% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 13,672 | $76,563 | $77,041.72 | $478.72 | 0.63% |
Chancellor Financial Group WB LP Chancellor Financial Group WB LP | 19,965 | $107,032.73 | $112,502.77 | $5,470.04 | 5.11% |
Jon Lewis Midwest Trust Co | 52,810 | $304,291.22 | $298,112.45 | -$6,178.77 | -2.03% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 11,348 | $69,324.93 | $64,059.46 | -$5,265.47 | -7.6% |
William F. Blake PMG Family Office LLC | 144,361 | $868,564.35 | $822,857.7 | -$45,706.65 | -5.26% |