| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JB Joshalyn Baca TigerOak Management LLC | 2,623 | $398,853.54 | $342,275.27 | -$56,578.27 | -14.19% |
Cache Advisors LLC Cache Advisors LLC | 4,341 | $647,865.09 | $566,457.09 | -$81,408 | -12.57% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 206,668 | $29.52M | $27.05M | -$2.47M | -8.36% |
| TM Terry McHugh McHugh Group LLC | 1,820 | $276,749 | $236,472.6 | -$40,276.4 | -14.55% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 11,898 | $1.75M | $1.55M | -$204,719.08 | -11.68% |
George Hall II One8Zero8 LLC | 31,070 | $4.71M | $4.07M | -$638,261.01 | -13.55% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 2,504 | $339,911.44 | $326,972.32 | -$12,939.12 | -3.81% |
| IAL IFC Advisors LLC IFC Advisors LLC | 7,827 | $1.19M | $1.02M | -$168,559.26 | -14.16% |
| FLP Financial Life Planners Financial Life Planners | 50 | $7,765 | $6,545.5 | -$1,219.5 | -15.71% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 453 | $68,883 | $58,156.14 | -$10,726.86 | -15.57% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 9,407 | $1.35M | $1.22M | -$126,345.41 | -9.39% |
Samira Kadam Synergy Investment Management LLC | 658 | $93,351.59 | $85,474.2 | -$7,877.39 | -8.44% |
| SLB Susan L. Bloom Kentucky Trust Co | 10,986 | $1.67M | $1.41M | -$256,511.22 | -15.39% |
Bryan Molinar Atlas Legacy Advisors LLC | 3,103 | $435,550.77 | $406,120.64 | -$29,430.13 | -6.76% |
Heather LeVar Roxbury Financial LLC | 782 | $117,751.72 | $102,540.14 | -$15,211.58 | -12.92% |
| TM Thomas Morgan Corps Capital Advisors LLC | 2,963 | $425,249.78 | $383,797.39 | -$41,452.39 | -9.75% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 460 | $67,727.65 | $59,829.9 | -$7,897.75 | -11.66% |
Crux Wealth Advisors Crux Wealth Advisors | 3,136 | $448,784.48 | $409,498.88 | -$39,285.6 | -8.75% |
| GCM Generation Capital Management LLC Generation Capital Management LLC | 2,580 | $389,529.49 | $335,219.4 | -$54,310.09 | -13.94% |
| DP Debra Pladsen Fortress Financial Group LLC | 887 | $120,099.79 | $115,137.03 | -$4,962.76 | -4.13% |