| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 622 | $204,570 | $218,900.46 | $14,330.46 | 7.01% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 12,892 | $4.7M | $4.28M | -$422,066.66 | -8.98% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 3,399 | $1.12M | $1.13M | $10,307.01 | 0.92% |
| AFI Atala Financial Inc. Atala Financial Inc. | 4,344 | $1.69M | $1.44M | -$247,738.81 | -14.66% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 1,364 | $528,496.3 | $452,793.43 | -$75,702.87 | -14.32% |
Samira Kadam Synergy Investment Management LLC | 701 | $230,453 | $232,703.95 | $2,250.95 | 0.98% |
| CWA CogentBlue Wealth Advisors LLC CogentBlue Wealth Advisors LLC | 666 | $248,834.09 | $221,085.35 | -$27,748.74 | -11.15% |
Centerpoint Advisory Group Centerpoint Advisory Group | 3,030 | $1.18M | $1.01M | -$170,423.91 | -14.49% |
Clare Market Investments LLC Clare Market Investments LLC | 1,659 | $632,700.66 | $550,721.62 | -$81,979.04 | -12.96% |
| SLB Susan L. Bloom Kentucky Trust Co | 3,208 | $1.25M | $1.06M | -$180,941.24 | -14.52% |
Bryan Molinar Atlas Legacy Advisors LLC | 4,289 | $1.62M | $1.42M | -$191,421.78 | -11.85% |
Scott Schroeder Longaeva Partners LP | 46,000 | $15.13M | $15.27M | $141,219.54 | 0.93% |
Heather LeVar Roxbury Financial LLC | 1,520 | $590,823.95 | $504,579.18 | -$86,244.77 | -14.6% |
| TM Thomas Morgan Corps Capital Advisors LLC | 2,626 | $989,822.33 | $871,726.93 | -$118,095.4 | -11.93% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 10 | $3,441 | $3,319.6 | -$121.4 | -3.53% |
Crux Wealth Advisors Crux Wealth Advisors | 1,257 | $487,351.64 | $417,273.71 | -$70,077.93 | -14.38% |
| CW Chung Wu Chung Wu Investment Group LLC | 3,110 | $1.21M | $1.03M | -$177,525.11 | -14.67% |
| KAL KDT Advisors LLC KDT Advisors LLC | 980 | $336,334.24 | $325,320.79 | -$11,013.45 | -3.27% |
| BM Berkeley Meredith Hughes Financial Services LLC | 1,046 | $403,415.74 | $347,230.15 | -$56,185.59 | -13.93% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 821 | $314,122.27 | $272,539.15 | -$41,583.12 | -13.24% |