| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 196,275 | $4.02M | $3.75M | -$268,562.12 | -6.69% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,300 | $48,185 | $43,918.5 | -$4,266.5 | -8.85% |
| CP Cyrus Pearo INVESTMENT MANAGEMENT ASSOCIATES Inc. /ADV | 12,250 | $206,902.5 | $233,975 | $27,072.5 | 13.08% |
| CE Curtis Ellergodt Rothschild Investment LLC | 62,071 | $1.25M | $1.19M | -$66,879.78 | -5.34% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 19,314 | $417,738.28 | $368,897.4 | -$48,840.88 | -11.69% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 23,212 | $458,917.77 | $442,072.54 | -$16,845.23 | -3.67% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 21,182 | $454,031.75 | $404,470.29 | -$49,561.46 | -10.92% |
| CWC Chad W. Coulter DELPHI FINANCIAL GROUP Inc. | 77,000 | $1.44M | $1.47M | $27,525 | 1.91% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 1.58M | $28.29M | $30.06M | $1.78M | 6.28% |
Vaughan Nelson Vaughan Nelson Investment Management LP | 5,625 | $102,625.39 | $106,425 | $3,799.61 | 3.7% |
Texas Capital Bancshares Inc. Texas Capital Bancshares Inc. | 50,127 | $1.1M | $954,167.44 | -$146,920.33 | -13.34% |
Field & Main Bank Field & Main Bank | 322 | $6,514.06 | $6,130.88 | -$383.18 | -5.88% |
Point72 Asset Management LP Point72 Asset Management LP | 194,124 | $3.93M | $3.69M | -$235,647.18 | -6% |
Daniel Russell Naviter Wealth LLC | 708,827 | $14.06M | $13.5M | -$560,393.79 | -3.99% |
| RR rosemary richard WCG Wealth Advisors LLC | 106,520 | $2.34M | $2.03M | -$310,449.4 | -13.28% |
| YA Yinka Akinsola Blue Trust Inc. | 7,696 | $155,690.08 | $146,347.91 | -$9,342.17 | -6% |
Jeff Ameen Spire Wealth Management | 72,393 | $1.41M | $1.36M | -$45,258.77 | -3.22% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 844,971 | $16.71M | $15.88M | -$837,108.3 | -5.01% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 119,790 | $2.47M | $2.28M | -$192,292.22 | -7.78% |
Kyle P. Smith NewEdge Wealth LLC | 143,316 | $2.91M | $2.73M | -$184,319.22 | -6.33% |