| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 10,217 | $3.32M | $3.05M | -$271,981.77 | -8.18% |
| JLM Jeanine L. Morreim Stack Financial Management Inc. | 73,053 | $20.55M | $21.83M | $1.28M | 6.22% |
| CD Charlie Durham Sterling Capital Management LLC | 31,886 | $8.75M | $9.23M | $485,303.55 | 5.55% |
| JM John Malone Amundi | 1.72M | $481.71M | $512.65M | $30.94M | 6.42% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 1,418 | $339,766.98 | $423,712.58 | $83,945.6 | 24.71% |
| PC Patty Conover Knightsbridge Asset Management LLC | 1,281 | $341,707 | $382,775.61 | $41,068.61 | 12.02% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 3,469 | $1.13M | $1.04M | -$92,665.14 | -8.21% |
Bridgewater Associates LP Bridgewater Associates LP | 87,905 | $28.38M | $26.21M | -$2.17M | -7.65% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 3,510 | $1.14M | $1.06M | -$84,731.34 | -7.41% |
Red Spruce Capital Red Spruce Capital LLC | 9,380 | $2.08M | $2.8M | $714,318.44 | 34.31% |
Austin Private Wealth Austin Private Wealth LLC | 1,382 | $441,909.86 | $416,431.15 | -$25,478.71 | -5.77% |
| YA Yinka Akinsola Blue Trust Inc. | 1,222 | $340,083.06 | $365,145.82 | $25,062.76 | 7.37% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 12,270 | $3.94M | $3.68M | -$258,759.86 | -6.57% |
Jeff Ameen Spire Wealth Management | 2,917 | $997,867.95 | $871,628.77 | -$126,239.18 | -12.65% |
Michelle Dubey Yousif Capital Management LLC | 42,541 | $10.13M | $12.71M | $2.58M | 25.47% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 758 | $206,047.13 | $226,816.34 | $20,769.21 | 10.08% |
Kyle P. Smith NewEdge Wealth LLC | 5,291 | $1.54M | $1.58M | $35,280.91 | 2.29% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,224 | $600,154.88 | $671,269.92 | $71,115.04 | 11.85% |
| CAL CSM Advisors LLC CSM Advisors LLC | 78,966 | $23.96M | $23.76M | -$199,731.9 | -0.83% |
Carrie Delgott Wescott Financial Advisory Group LLC | 981 | $337,856.95 | $296,566.11 | -$41,290.84 | -12.22% |