| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 196,275 | $4.02M | $3.68M | -$334,314.24 | -8.32% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,300 | $48,185 | $43,148 | -$5,037 | -10.45% |
Curtis Ellergodt Rothschild Investment LLC | 118,385 | $2.27M | $2.22M | -$46,001.34 | -2.03% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 650,794 | $12.06M | $13.02M | $963,178.96 | 7.99% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 19,808 | $426,892.1 | $393,584.96 | -$33,307.14 | -7.8% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 23,665 | $467,311.86 | $472,590.05 | $5,278.19 | 1.13% |
| MA mason adams PVG ASSET MANAGEMENT Corp. | 246,322 | $3.85M | $4.62M | $771,187.47 | 20.03% |
| CWC Chad W. Coulter DELPHI FINANCIAL GROUP Inc. | 77,000 | $1.44M | $1.53M | $87,200 | 6.04% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 1.58M | $28.29M | $29.55M | $1.27M | 4.47% |
| NA Nizar Araji National Bank Of Canada /FI/ | 93,446 | $1.79M | $1.87M | $81,263.85 | 4.54% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 14,745 | $273,225 | $276,616.2 | $3,391.2 | 1.24% |
Vaughan Nelson Vaughan Nelson Investment Management LP | 5,625 | $102,625.39 | $105,525 | $2,899.61 | 2.83% |
Texas Capital Bancshares Inc. Texas Capital Bancshares Inc. | 50,127 | $1.1M | $940,382.52 | -$160,705.25 | -14.6% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 18,981 | $415,144.56 | $379,809.81 | -$35,334.75 | -8.51% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 38,084 | $783,609.41 | $756,729.08 | -$26,880.33 | -3.43% |
Field & Main Bank Field & Main Bank | 322 | $6,514.06 | $6,398.14 | -$115.92 | -1.78% |
Anthony Scaramucci SkyBridge Capital II LLC | 14,191 | $262,959 | $281,975.17 | $19,016.17 | 7.23% |
Daniel Russell Naviter Wealth LLC | 712,665 | $14.13M | $14.26M | $132,848.64 | 0.94% |
| RR rosemary richard WCG Wealth Advisors LLC | 106,532 | $2.34M | $2.12M | -$222,021.72 | -9.49% |
| YA Yinka Akinsola Blue Trust Inc. | 7,696 | $155,690.08 | $144,376.96 | -$11,313.12 | -7.27% |