| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DMH Dominic M. Heil RBO & Co. LLC | 9,728.93 | $375,885.35 | $443,152.67 | $67,267.32 | 17.9% |
| KS Kimberlyann Smith CENTRAL BANK & TRUST Co. | 616.72 | $29,047.57 | $28,091.41 | -$956.16 | -3.29% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 51,159 | $2.01M | $2.33M | $323,206.6 | 16.1% |
| CD Charlie Durham Sterling Capital Management LLC | 18,604 | $751,942.6 | $844,807.64 | $92,865.04 | 12.35% |
| JM John Malone Amundi | 911,597 | $40.23M | $41.52M | $1.3M | 3.22% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 15,875 | $702,310.62 | $723,106.25 | $20,795.63 | 2.96% |
Bridgewater Associates LP Bridgewater Associates LP | 381,107 | $18.12M | $17.34M | -$781,269.58 | -4.31% |
Private Capital Private Capital Management | 39,523 | $1.66M | $1.79M | $122,560.02 | 7.36% |
| YA Yinka Akinsola Blue Trust Inc. | 460 | $19,232.04 | $20,953 | $1,720.96 | 8.95% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 3,357 | $135,680.82 | $152,441.37 | $16,760.55 | 12.35% |
Jeff Ameen Spire Wealth Management | 22,487 | $1.07M | $1.02M | -$41,976.49 | -3.94% |
Michelle Dubey Yousif Capital Management LLC | 78,822 | $3.38M | $3.59M | $215,003.43 | 6.37% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 49,556 | $2.04M | $2.25M | $214,835.51 | 10.53% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,508 | $372,333.76 | $341,839.24 | -$30,494.52 | -8.19% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,876 | $74,295.99 | $85,189.16 | $10,893.17 | 14.66% |
Joseph Castro Nuveen LLC | 1.87M | $75.49M | $84.81M | $9.32M | 12.35% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 11,235 | $481,443.6 | $507,934.35 | $26,490.75 | 5.5% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 6,873 | $347,540.34 | $312,102.93 | -$35,437.41 | -10.2% |
Katie Smith Delos Wealth Advisors LLC | 311 | $14,250.02 | $14,122.51 | -$127.51 | -0.89% |
Kurt Van Dyken Lifeworks Advisors LLC | 9,372 | $438,966.9 | $425,582.52 | -$13,384.38 | -3.05% |