| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CSI Clark & Stuart Inc. Clark & Stuart Inc. | 14,343 | $4.69M | $4.05M | -$635,462.84 | -13.55% |
Pollock Investment Advisors LLC Pollock Investment Advisors LLC | 2,910 | $1.05M | $845,529.6 | -$202,216.36 | -19.3% |
VestGen Advisors LLC VestGen Advisors LLC | 11,106 | $4.05M | $3.25M | -$803,415.53 | -19.84% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 100 | $36,005 | $28,162 | -$7,843 | -21.78% |
Lionel Daguzan Wormser Freres Gestion | 30,055 | $9.52M | $8.75M | -$767,709.37 | -8.07% |
Elizabeth Arce Sovran Advisors LLC | 615 | $193,626.6 | $173,196.3 | -$20,430.3 | -10.55% |
Westmount Partners LLC Westmount Partners LLC | 964 | $321,901.03 | $272,378.19 | -$49,522.84 | -15.38% |
| EJK Edward J. King Graney & King LLC | 324 | $116,613 | $91,244.88 | -$25,368.12 | -21.75% |
Bradley Wilson Crews Bank & Trust | 157 | $58,306.53 | $44,214.34 | -$14,092.19 | -24.17% |
Camaron Barta BXM Wealth LLC | 1,403 | $504,402.6 | $396,417.64 | -$107,984.96 | -21.41% |
| RN Ron New Whipplewood Advisors LLC | 268 | $92,658.99 | $75,474.16 | -$17,184.83 | -18.55% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,278 | $472,069 | $359,923.14 | -$112,145.86 | -23.76% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 773 | $280,057.78 | $217,692.26 | -$62,365.52 | -22.27% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 25,210 | $9.04M | $7.12M | -$1.92M | -21.22% |
George Hall II One8Zero8 LLC | 9,420 | $3.39M | $2.66M | -$730,050.34 | -21.52% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 969 | $348,797.94 | $273,790.94 | -$75,007 | -21.5% |
| FLP Financial Life Planners Financial Life Planners | 15 | $4,892 | $4,224.3 | -$667.7 | -13.65% |
Samira Kadam Synergy Investment Management LLC | 273 | $86,074.76 | $79,710.54 | -$6,364.22 | -7.39% |
| SLB Susan L. Bloom Kentucky Trust Co | 568 | $204,508 | $166,554.65 | -$37,953.35 | -18.56% |
Bryan Molinar Atlas Legacy Advisors LLC | 2,586 | $925,299.73 | $728,269.32 | -$197,030.41 | -21.29% |