| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FLP Financial Life Planners Financial Life Planners | 1,450 | $242,100.36 | $188,318.75 | -$53,781.61 | -22.21% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 2,460 | $412,990.83 | $329,787.6 | -$83,203.23 | -20.15% |
| SC Stacey Cole Haven Private LLC | 1,508 | $221,842 | $198,626.22 | -$23,215.78 | -10.47% |
Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 2,501 | $487,470.08 | $336,534.56 | -$150,935.52 | -30.96% |
| CM Chelsea Michels Michels Family Financial LLC | 1,952 | $286,102 | $257,761.6 | -$28,340.4 | -9.91% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 1,895 | $278,325.42 | $253,446.77 | -$24,878.65 | -8.94% |
| AFI Atala Financial Inc. Atala Financial Inc. | 19,313 | $3.22M | $2.58M | -$634,942.33 | -19.74% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 5,586 | $1.52M | $716,236.92 | -$805,989.34 | -52.95% |
Samira Kadam Synergy Investment Management LLC | 704 | $103,309.35 | $94,666.88 | -$8,642.47 | -8.37% |
| EJP Erick J. Palacios Palacios Wealth Management LLC | 8,752 | $1.41M | $1.17M | -$235,697.51 | -16.76% |
Clare Market Investments LLC Clare Market Investments LLC | 18,692 | $2.42M | $2.46M | $40,099.84 | 1.66% |
| SLB Susan L. Bloom Kentucky Trust Co | 824 | $136,487.59 | $110,803.28 | -$25,684.31 | -18.82% |
Bryan Molinar Atlas Legacy Advisors LLC | 7,704 | $1.34M | $995,279.76 | -$348,335.79 | -25.93% |
Heather LeVar Roxbury Financial LLC | 1,039 | $179,626.08 | $134,690.76 | -$44,935.32 | -25.02% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 416 | $69,326 | $54,810.08 | -$14,515.92 | -20.94% |
Crux Wealth Advisors Crux Wealth Advisors | 4,741 | $842,222.8 | $618,226.4 | -$223,996.4 | -26.6% |
| DP Debra Pladsen Fortress Financial Group LLC | 239 | $35,025.45 | $32,090.53 | -$2,934.92 | -8.38% |
| KAL KDT Advisors LLC KDT Advisors LLC | 6,799 | $1.13M | $914,261.53 | -$219,697.68 | -19.37% |
| BM Berkeley Meredith Hughes Financial Services LLC | 1,324 | $188,424.38 | $178,005.18 | -$10,419.2 | -5.53% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 2,717 | $452,760.81 | $351,688.48 | -$101,072.33 | -22.32% |