| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 4,436 | $320,988.96 | $249,525 | -$71,463.96 | -22.26% |
Grant Reeves CVFG LLC | 11,970 | $782,862.42 | $673,312.5 | -$109,549.92 | -13.99% |
Bradley Wilson Crews Bank & Trust | 632 | $38,647 | $36,491.68 | -$2,155.32 | -5.58% |
| RN Ron New Whipplewood Advisors LLC | 37 | $2,677.35 | $2,136.38 | -$540.97 | -20.21% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 8,535 | $548,591.26 | $488,458.05 | -$60,133.21 | -10.96% |
| LG Luc Gaudet Louisbourg Investments Inc. | 2,810 | $189,446.93 | $162,249.4 | -$27,197.53 | -14.36% |
| IAL IFC Advisors LLC IFC Advisors LLC | 8,523 | $522,185.25 | $483,083.64 | -$39,101.61 | -7.49% |
Samira Kadam Synergy Investment Management LLC | 476 | $31,903.71 | $26,984.44 | -$4,919.27 | -15.42% |
| SIM Sims Investment Management LLC Sims Investment Management LLC | 12 | $666 | $692.88 | $26.88 | 4.04% |
| CWA CogentBlue Wealth Advisors LLC CogentBlue Wealth Advisors LLC | 3,767 | $238,520.9 | $217,506.58 | -$21,014.32 | -8.81% |
| SLB Susan L. Bloom Kentucky Trust Co | 6,890 | $421,323.99 | $397,828.6 | -$23,495.39 | -5.58% |
| BM Berkeley Meredith Hughes Financial Services LLC | 60 | $4,134.99 | $3,464.4 | -$670.59 | -16.22% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 525 | $32,104 | $30,313.5 | -$1,790.5 | -5.58% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 138 | $9,148.22 | $7,762.5 | -$1,385.72 | -15.15% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 9,319 | $571,026 | $538,079.06 | -$32,946.94 | -5.77% |
| DN Daniel Newman Noble Wealth Management PBC | 1,200 | $73,380.4 | $69,288 | -$4,092.4 | -5.58% |
| FG Fabian Guerra Guerra Advisors Inc. | 56 | $3,752 | $3,233.44 | -$518.56 | -13.82% |
| CS Corrie Scoby Coordinated Financial Services Inc. | 4,320 | $265,046.4 | $249,436.8 | -$15,609.6 | -5.89% |
Clune & Associates Ltd. Clune & Associates Ltd. | 12,360 | $757,590.42 | $713,666.4 | -$43,924.02 | -5.8% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 4,027 | $231,711.71 | $226,518.75 | -$5,192.96 | -2.24% |