| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KSS Kevin S. Seay Kanawha Capital Management LLC | 73,480 | $5.98M | $5.61M | -$362,176.09 | -6.06% |
| SN SueAnn Niehaus West Bancorporation Inc | 2,886 | $224,848.26 | $221,009.88 | -$3,838.38 | -1.71% |
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 15,979 | $1.24M | $1.22M | -$15,471.28 | -1.25% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 2,972 | $231,543 | $227,536.32 | -$4,006.68 | -1.73% |
| TW Todd Wulfson Rock Point Advisors LLC | 10,510 | $827,729.34 | $803,069.1 | -$24,660.24 | -2.98% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 453,403 | $34.78M | $34.71M | -$63,476.42 | -0.18% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 30,027 | $2.29M | $2.3M | $4,723.72 | 0.21% |
| JPC Joseph P. Condren Opus Capital Group LLC | 11,095 | $919,788.99 | $850,487.22 | -$69,301.77 | -7.53% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 19,267 | $1.51M | $1.48M | -$36,913.06 | -2.44% |
Vectors Research Management Vectors Research Management LLC | 8,911 | $697,841.88 | $683,072.7 | -$14,769.18 | -2.12% |
PAX Financial Group PAX Financial Group LLC | 22,339 | $1.68M | $1.71M | $31,470.48 | 1.87% |
| YA Yinka Akinsola Blue Trust Inc. | 340,954 | $26.38M | $26.05M | -$325,286.93 | -1.23% |
Jeff Ameen Spire Wealth Management | 33,012 | $2.59M | $2.53M | -$66,465.08 | -2.56% |
Drew Waldron Canvas Wealth Advisors LLC | 7,185 | $540,511.2 | $550,442.85 | $9,931.65 | 1.84% |
Jason Kaplan Howard Capital Management Group LLC | 3,641 | $275,150.37 | $279,009.83 | $3,859.46 | 1.4% |
Donna Rittershausen Koss-Olinger Consulting LLC | 50,190 | $3.93M | $3.85M | -$87,743.71 | -2.23% |
Kyle P. Smith NewEdge Wealth LLC | 208,728 | $16.22M | $15.99M | -$233,785.61 | -1.44% |
Carrie Delgott Wescott Financial Advisory Group LLC | 43,499 | $3.33M | $3.33M | $4,104.13 | 0.12% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 980,902 | $76.87M | $75.13M | -$1.74M | -2.27% |
| YL Yosef Levy Y.D. More Investments Ltd. | 508 | $39,742.39 | $38,892.48 | -$849.91 | -2.14% |