| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 2,257 | $337,788.25 | $311,093.62 | -$26,694.63 | -7.9% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 5,238 | $781,016.29 | $721,691.64 | -$59,324.65 | -7.6% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 292 | $44,603 | $40,247.82 | -$4,355.18 | -9.76% |
| JL JBGlobal.com LLC JBGlobal.com LLC | 1,550 | $213,699 | $213,582.25 | -$116.75 | -0.05% |
Elizabeth Arce Sovran Advisors LLC | 4,829 | $633,226.17 | $665,339.62 | $32,113.45 | 5.07% |
Westmount Partners LLC Westmount Partners LLC | 1,548 | $236,617.79 | $213,283.44 | -$23,334.35 | -9.86% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 88 | $13,386.69 | $12,124.64 | -$1,262.05 | -9.43% |
Bradley Wilson Crews Bank & Trust | 786 | $77,753.86 | $108,295.08 | $30,541.22 | 39.28% |
Camaron Barta BXM Wealth LLC | 4,840 | $667,290.8 | $666,613.2 | -$677.6 | -0.1% |
| RN Ron New Whipplewood Advisors LLC | 278 | $42,464.5 | $38,302.84 | -$4,161.66 | -9.8% |
| JB Joshalyn Baca TigerOak Management LLC | 3,041 | $295,919.95 | $418,836.93 | $122,916.98 | 41.54% |
George Hall II One8Zero8 LLC | 2,852 | $295,714.99 | $392,805.96 | $97,090.97 | 32.83% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 3,465 | $337,174.87 | $477,217.16 | $140,042.29 | 41.53% |
| SC Stacey Cole Haven Private LLC | 3,296 | $393,526.44 | $453,941.63 | $60,415.19 | 15.35% |
| CM Chelsea Michels Michels Family Financial LLC | 3,342 | $325,209.62 | $460,276.98 | $135,067.36 | 41.53% |
Samira Kadam Synergy Investment Management LLC | 40 | $6,229.28 | $5,506 | -$723.28 | -11.61% |
| SLB Susan L. Bloom Kentucky Trust Co | 10,312 | $1M | $1.42M | $415,986.48 | 41.46% |
Bryan Molinar Atlas Legacy Advisors LLC | 1,788 | $276,273 | $246,118.2 | -$30,154.8 | -10.91% |
Heather LeVar Roxbury Financial LLC | 3,782 | $371,852.96 | $520,592.3 | $148,739.34 | 40% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 84 | $8,175 | $11,562.6 | $3,387.6 | 41.44% |