| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 12,089 | $617,057.91 | $616,418.11 | -$639.8 | -0.1% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 24,943 | $1.27M | $1.27M | $3,239.74 | 0.26% |
| KWS Kate W. Sigler, Iaacp Pettyjohn, WOOD & WHITE Inc. | 9,375 | $474,615.71 | $477,656.25 | $3,040.54 | 0.64% |
| AN Allan Neskie FLPUTNAM INVESTMENT MANAGEMENT Co. | 1.29M | $65.36M | $65.59M | $226,200.71 | 0.35% |
| AJ Andrew Josef MCMORGAN & Co. LLC | 441,517 | $22.52M | $22.51M | -$13,267.52 | -0.06% |
| KSS Kevin S. Seay Kanawha Capital Management LLC | 27,130 | $1.38M | $1.38M | $6,316.68 | 0.46% |
| WL William LeVay Fca Corp /TX | 132,790 | $6.75M | $6.77M | $16,546.22 | 0.25% |
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 86,938 | $4.44M | $4.43M | -$3,876.59 | -0.09% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 7,253 | $369,755.11 | $369,649.14 | -$105.97 | -0.03% |
| DH Doug Hutchinson Wrapmanager Inc | 59,141 | $3.01M | $3.01M | $6,341.26 | 0.21% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 295,638 | $15.01M | $15.07M | $61,267.56 | 0.41% |
| CSF Cathy S. Freeman Cadence Bank | 177,059 | $9.02M | $9.02M | $483.82 | 0.01% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 80,655 | $4.07M | $4.11M | $35,525.07 | 0.87% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 214,124 | $10.91M | $10.91M | -$5,123.45 | -0.05% |
Adams Wealth Management Adams Wealth Management | 21,374 | $1.09M | $1.09M | -$794.98 | -0.07% |
| RR rosemary richard WCG Wealth Advisors LLC | 36,376 | $1.85M | $1.85M | $967.68 | 0.05% |
| YA Yinka Akinsola Blue Trust Inc. | 1,184 | $60,346.54 | $60,324.8 | -$21.74 | -0.04% |
Jeff Ameen Spire Wealth Management | 1,243 | $63,347.45 | $63,330.85 | -$16.6 | -0.03% |
John Mezzasalma Mezzasalma Advisors LLC | 5,102 | $260,661.18 | $260,048.94 | -$612.24 | -0.23% |
Shad Lamm Keystone Wealth Services LLC | 5,275 | $266,302.83 | $268,814 | $2,511.17 | 0.94% |