| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WL William LeVay Fca Corp /TX | 2,800 | $291,000 | $263,088 | -$27,912 | -9.59% |
| JR Jennifer Rouse Summitry LLC | 36,900 | $4.56M | $3.47M | -$1.09M | -23.96% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 15,332 | $2.09M | $1.44M | -$654,095.04 | -31.23% |
| JLM Jeanine L. Morreim Stack Financial Management Inc. | 33,005 | $2.29M | $3.1M | $815,188.17 | 35.66% |
| MAH Mark A. Hillman Hillman Capital Management Inc. | 27,492 | $3.38M | $2.58M | -$801,542.2 | -23.68% |
| CD Charlie Durham Sterling Capital Management LLC | 11,162 | $1.21M | $1.05M | -$163,512.46 | -13.49% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 3,232 | $655,717 | $303,678.72 | -$352,038.28 | -53.69% |
| WN William Newman Sky Investment Group LLC | 6,628 | $842,477.63 | $622,766.88 | -$219,710.75 | -26.08% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 3,622 | $274,816.51 | $343,510.48 | $68,693.97 | 25% |
Daniel Russell Naviter Wealth LLC | 8,581 | $1.09M | $814,851.76 | -$278,928.02 | -25.5% |
| YA Yinka Akinsola Blue Trust Inc. | 8,054 | $721,865.78 | $756,753.84 | $34,888.06 | 4.83% |
Jeff Ameen Spire Wealth Management | 90 | $7,764.3 | $8,456.4 | $692.1 | 8.91% |
Kyle P. Smith NewEdge Wealth LLC | 31,585 | $3.62M | $2.98M | -$640,696.16 | -17.72% |
Joseph Castro Nuveen LLC | 63,069 | $5.32M | $5.93M | $602,884.89 | 11.33% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,339 | $243,586.83 | $219,678.88 | -$23,907.95 | -9.81% |
Christina Forster Pazienza Guardian Partners Inc. | 1,400 | $112,532 | $132,972 | $20,440 | 18.16% |
Brian Baylis Bell Investment Advisors Inc. | 395 | $42,687.68 | $37,114.2 | -$5,573.48 | -13.06% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 12,823 | $1.03M | $1.22M | $186,141.16 | 18.05% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 6,740 | $622,031.6 | $633,290.4 | $11,258.8 | 1.81% |
Alexander Eichhorn Tanager Wealth Management LLP | 6,507 | $1.15M | $617,579.37 | -$528,128.44 | -46.1% |