| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jacksonville Wealth Management LLC Jacksonville Wealth Management LLC | 4,934 | $691,176.02 | $576,488.56 | -$114,687.46 | -16.59% |
Carol Somoano Asset Planning Inc. | 255 | $35,756 | $29,794.2 | -$5,961.8 | -16.67% |
VestGen Advisors LLC VestGen Advisors LLC | 5,341 | $629,712.4 | $647,222.38 | $17,509.98 | 2.78% |
| JL JBGlobal.com LLC JBGlobal.com LLC | 5,817 | $815,308.02 | $679,658.28 | -$135,649.74 | -16.64% |
Westmount Partners LLC Westmount Partners LLC | 2,515 | $292,411.73 | $293,852.6 | $1,440.87 | 0.49% |
| MP Megan Parrish Berkeley Inc. | 6,085 | $720,054.92 | $710,971.4 | -$9,083.52 | -1.26% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 146 | $21,232.51 | $17,058.64 | -$4,173.87 | -19.66% |
Bradley Wilson Crews Bank & Trust | 5,974 | $837,674.07 | $698,002.16 | -$139,671.91 | -16.67% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 109,965 | $15.48M | $13.33M | -$2.15M | -13.91% |
| LG Luc Gaudet Louisbourg Investments Inc. | 1,465 | $168,989.37 | $171,170.6 | $2,181.23 | 1.29% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 12,441 | $1.48M | $1.45M | -$29,765.96 | -2.01% |
Samira Kadam Synergy Investment Management LLC | 94 | $8,832.24 | $11,469.88 | $2,637.64 | 29.86% |
| SLB Susan L. Bloom Kentucky Trust Co | 5,541 | $776,749.63 | $647,410.44 | -$129,339.19 | -16.65% |
Bryan Molinar Atlas Legacy Advisors LLC | 4,839 | $604,034.22 | $565,388.76 | -$38,645.46 | -6.4% |
Heather LeVar Roxbury Financial LLC | 100 | $14,581.26 | $11,684 | -$2,897.26 | -19.87% |
| BM Berkeley Meredith Hughes Financial Services LLC | 82 | $11,326.3 | $9,580.88 | -$1,745.42 | -15.41% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 10,526 | $1.3M | $1.23M | -$74,768.76 | -5.73% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 1,014 | $142,183 | $118,475.76 | -$23,707.24 | -16.67% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 2,413 | $344,139.98 | $281,934.92 | -$62,205.06 | -18.08% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,108 | $152,599.24 | $134,267.44 | -$18,331.8 | -12.01% |