| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Grant Reeves CVFG LLC | 3,159 | $1.48M | $1.35M | -$129,946.67 | -8.8% |
| CAL Caxton Associates LLP Caxton Associates LLP | 2,595 | $1.1M | $1.11M | $5,060.1 | 0.46% |
Elizabeth Arce Sovran Advisors LLC | 871 | $439,247.08 | $372,152.17 | -$67,094.91 | -15.27% |
| MP Megan Parrish Berkeley Inc. | 20,679 | $10.49M | $8.78M | -$1.7M | -16.23% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 33 | $16,861.35 | $14,091.66 | -$2,769.69 | -16.43% |
Bradley Wilson Crews Bank & Trust | 7 | $3,486 | $2,990.89 | -$495.11 | -14.2% |
| RN Ron New Whipplewood Advisors LLC | 16 | $6,805.49 | $6,836.4 | $30.91 | 0.45% |
Cache Advisors LLC Cache Advisors LLC | 1,177 | $545,999.97 | $505,686.28 | -$40,313.69 | -7.38% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 64,202 | $30.64M | $27.43M | -$3.21M | -10.47% |
Citrine Capital LLC Citrine Capital LLC | 2,867 | $1.13M | $1.22M | $90,812.07 | 8.03% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 535 | $264,320.01 | $226,973.75 | -$37,346.26 | -14.13% |
| FLP Financial Life Planners Financial Life Planners | 30 | $12,906.28 | $12,796.8 | -$109.48 | -0.85% |
| PPL Postrock Partners LLC Postrock Partners LLC | 5,224 | $2.6M | $2.21M | -$385,635.46 | -14.83% |
Samira Kadam Synergy Investment Management LLC | 46 | $18,965.47 | $19,489.74 | $524.27 | 2.76% |
| SLB Susan L. Bloom Kentucky Trust Co | 590 | $293,837.9 | $250,637.9 | -$43,200 | -14.7% |
| JS Joseph Shenton Permanent Capital Management LP | 1,035 | $505,584.64 | $442,995.52 | -$62,589.12 | -12.38% |
Crux Wealth Advisors Crux Wealth Advisors | 1,978 | $762,119.44 | $845,753.24 | $83,633.8 | 10.97% |
| BM Berkeley Meredith Hughes Financial Services LLC | 51 | $23,326.45 | $21,665.31 | -$1,661.14 | -7.12% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 41 | $20,419 | $17,481.79 | -$2,937.21 | -14.38% |
| CL Chris Lein Partners Wealth Management LLC | 545 | $270,045.39 | $231,924.75 | -$38,120.64 | -14.12% |