| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
George Hall II One8Zero8 LLC | 12,106 | $1.98M | $1.78M | -$204,290.85 | -10.3% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 1,722 | $292,352.41 | $223,636.14 | -$68,716.27 | -23.5% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 1,444 | $318,252.39 | $187,532.28 | -$130,720.11 | -41.07% |
| FLP Financial Life Planners Financial Life Planners | 1,450 | $242,100.36 | $188,311.5 | -$53,788.86 | -22.22% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 2,460 | $412,990.83 | $319,480.2 | -$93,510.63 | -22.64% |
| SC Stacey Cole Haven Private LLC | 1,508 | $221,842 | $195,843.96 | -$25,998.04 | -11.72% |
Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 2,501 | $487,470.08 | $361,957.22 | -$125,512.86 | -25.75% |
| CM Chelsea Michels Michels Family Financial LLC | 1,952 | $286,102 | $293,815.04 | $7,713.04 | 2.7% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 1,123 | $165,204 | $145,844.01 | -$19,359.99 | -11.72% |
| AFI Atala Financial Inc. Atala Financial Inc. | 19,313 | $3.22M | $2.51M | -$708,331.73 | -22.02% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 5,583 | $1.52M | $725,064.21 | -$796,750.14 | -52.36% |
Samira Kadam Synergy Investment Management LLC | 704 | $103,309.35 | $105,966.08 | $2,656.73 | 2.57% |
| EJP Erick J. Palacios Palacios Wealth Management LLC | 8,752 | $1.41M | $1.14M | -$269,917.83 | -19.19% |
Clare Market Investments LLC Clare Market Investments LLC | 18,692 | $2.42M | $2.43M | $5,613.1 | 0.23% |
| SLB Susan L. Bloom Kentucky Trust Co | 2,189 | $363,951.04 | $284,285.43 | -$79,665.61 | -21.89% |
Bryan Molinar Atlas Legacy Advisors LLC | 7,704 | $1.34M | $1M | -$343,097.07 | -25.54% |
Heather LeVar Roxbury Financial LLC | 1,239 | $212,954.08 | $160,908.93 | -$52,045.15 | -24.44% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 416 | $69,326 | $54,025.92 | -$15,300.08 | -22.07% |
Crux Wealth Advisors Crux Wealth Advisors | 4,741 | $842,222.8 | $615,713.67 | -$226,509.13 | -26.89% |
| DP Debra Pladsen Fortress Financial Group LLC | 239 | $35,025.45 | $34,509.21 | -$516.24 | -1.47% |