| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 4,138 | $1.22M | $1.01M | -$210,358.54 | -17.24% |
Financial Harvest LLC Financial Harvest LLC | 883 | $254,804.66 | $214,127.5 | -$40,677.16 | -15.96% |
| LG Luc Gaudet Louisbourg Investments Inc. | 10,620 | $2.82M | $2.59M | -$235,059.34 | -8.33% |
George Hall II One8Zero8 LLC | 762 | $221,204.31 | $185,188.86 | -$36,015.45 | -16.28% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 2,161 | $627,440.75 | $524,734.02 | -$102,706.73 | -16.37% |
| KC Kim Cochenour FORM Wealth Advisors LLC | 2,812 | $878,455.58 | $683,723.74 | -$194,731.84 | -22.17% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 1,150 | $333,515.64 | $279,300.5 | -$54,215.14 | -16.26% |
| IAL IFC Advisors LLC IFC Advisors LLC | 7,865 | $2.29M | $1.91M | -$377,616.72 | -16.51% |
| FLP Financial Life Planners Financial Life Planners | 165 | $51,086.61 | $40,084.27 | -$11,002.34 | -21.54% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 807 | $233,892.18 | $195,927.49 | -$37,964.69 | -16.23% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 16,005 | $4.62M | $3.88M | -$742,684.47 | -16.06% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 21,910 | $6.74M | $5.33M | -$1.41M | -20.97% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 2,379 | $721,052.32 | $578,025.63 | -$143,026.69 | -19.84% |
Samira Kadam Synergy Investment Management LLC | 1,466 | $415,504.65 | $355,490.34 | -$60,014.31 | -14.44% |
| PAM Pacific Asset Management LLC Pacific Asset Management LLC | 982 | $287,943.9 | $238,135 | -$49,808.9 | -17.3% |
Clare Market Investments LLC Clare Market Investments LLC | 1,625 | $486,310.69 | $393,250 | -$93,060.69 | -19.14% |
| SLB Susan L. Bloom Kentucky Trust Co | 2,747 | $791,518.91 | $666,147.5 | -$125,371.41 | -15.84% |
| JS Joseph Shenton Permanent Capital Management LP | 1,530 | $465,347.36 | $372,738.6 | -$92,608.76 | -19.9% |
Bryan Molinar Atlas Legacy Advisors LLC | 2,791 | $814,244.15 | $677,236.15 | -$137,008 | -16.83% |
Heather LeVar Roxbury Financial LLC | 3,983 | $1.17M | $966,674.1 | -$199,407.31 | -17.1% |