| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BAR Bradley A. Ruppert Lcnb Corp | 15,903 | $1.24M | $1.16M | -$80,646.33 | -6.49% |
Texas Capital Bancshares Inc. Texas Capital Bancshares Inc. | 395 | $30,846 | $28,994.97 | -$1,851.03 | -6% |
| JAZ John A. Zaro, III Bourgeon Capital Management LLC | 29,463 | $2.26M | $2.17M | -$92,692.24 | -4.1% |
| AC Adam Claypool First Community Trust Na | 11,181 | $816,605.79 | $820,741.3 | $4,135.51 | 0.51% |
| SBC Steven B. Crockett SOUTH PLAINS FINANCIAL Inc. | 1,720 | $132,749 | $126,635 | -$6,114 | -4.61% |
| KSS Kevin S. Seay Kanawha Capital Management LLC | 7,667 | $642,994.79 | $560,227.69 | -$82,767.1 | -12.87% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 11,163 | $859,676.6 | $819,754.9 | -$39,921.7 | -4.64% |
| BA Brook Anderson Cutler Investment Counsel LLC | 102,792 | $8.01M | $7.51M | -$499,756.59 | -6.24% |
| MS Marc Seidenberg Basso Capital Management LP | 3,633 | $278,651 | $265,463.31 | -$13,187.69 | -4.73% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 147,999 | $11.17M | $10.88M | -$283,289.43 | -2.54% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 68,762 | $5.46M | $5.06M | -$407,018.48 | -7.45% |
Austin Private Wealth Austin Private Wealth LLC | 6,868 | $496,625.08 | $504,522.59 | $7,897.51 | 1.59% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 175,507 | $13.29M | $12.91M | -$375,325.35 | -2.83% |
PAX Financial Group PAX Financial Group LLC | 3,727 | $275,571.7 | $274,400.37 | -$1,171.33 | -0.43% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,930 | $1.08M | $1.02M | -$61,292 | -5.65% |
| YA Yinka Akinsola Blue Trust Inc. | 490 | $37,805.25 | $35,804.3 | -$2,000.95 | -5.29% |
Jeff Ameen Spire Wealth Management | 49,666 | $3.77M | $3.65M | -$118,160.37 | -3.13% |
Kyle P. Smith NewEdge Wealth LLC | 3,215 | $250,837.6 | $236,479.32 | -$14,358.28 | -5.72% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 7,646 | $590,042.44 | $562,363.3 | -$27,679.14 | -4.69% |
Carrie Delgott Wescott Financial Advisory Group LLC | 418,386 | $31.93M | $30.82M | -$1.11M | -3.48% |