| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FLP Financial Life Planners Financial Life Planners | 261 | $85,713.13 | $77,128.11 | -$8,585.02 | -10.02% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 146 | $56,673.06 | $45,003.04 | -$11,670.02 | -20.59% |
| PPL Postrock Partners LLC Postrock Partners LLC | 713 | $276,835.71 | $218,021.14 | -$58,814.57 | -21.25% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 596 | $210,039 | $182,027.34 | -$28,011.66 | -13.34% |
Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 622 | $204,570 | $190,590.13 | -$13,979.87 | -6.83% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 12,892 | $4.7M | $3.95M | -$749,652.25 | -15.94% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 3,042 | $1M | $926,714.88 | -$73,882.96 | -7.38% |
| AFI Atala Financial Inc. Atala Financial Inc. | 4,344 | $1.69M | $1.34M | -$350,778.49 | -20.76% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 1,364 | $528,496.3 | $418,584.2 | -$109,912.1 | -20.8% |
Samira Kadam Synergy Investment Management LLC | 1,449 | $488,355.04 | $444,002.58 | -$44,352.46 | -9.08% |
Centerpoint Advisory Group Centerpoint Advisory Group | 3,030 | $1.18M | $934,058.1 | -$242,204.58 | -20.59% |
Clare Market Investments LLC Clare Market Investments LLC | 1,659 | $632,700.66 | $516,894.63 | -$115,806.03 | -18.3% |
| SLB Susan L. Bloom Kentucky Trust Co | 3,247 | $1.26M | $1M | -$256,108.75 | -20.38% |
| JS Joseph Shenton Permanent Capital Management LP | 681 | $240,185 | $213,776.11 | -$26,408.89 | -11% |
Bryan Molinar Atlas Legacy Advisors LLC | 4,289 | $1.62M | $1.31M | -$303,879.32 | -18.81% |
Scott Schroeder Longaeva Partners LP | 37,235 | $12.25M | $11M | -$1.24M | -10.15% |
Heather LeVar Roxbury Financial LLC | 1,523 | $591,677.26 | $450,061.75 | -$141,615.51 | -23.93% |
| TM Thomas Morgan Corps Capital Advisors LLC | 2,626 | $989,822.33 | $806,103.22 | -$183,719.11 | -18.56% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 10 | $3,441 | $3,116.6 | -$324.4 | -9.43% |
Crux Wealth Advisors Crux Wealth Advisors | 1,257 | $487,351.64 | $392,837.64 | -$94,514 | -19.39% |