| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TG Tatiana Grecco Itau Unibanco Holding S.A. | 510 | $40,785 | $39,173.1 | -$1,611.9 | -3.95% |
| SBC Steven B. Crockett SOUTH PLAINS FINANCIAL Inc. | 2,600 | $204,488.94 | $200,433.99 | -$4,054.95 | -1.98% |
| RB Richard Britnell Guardian Capita LLP | 36,500 | $2.76M | $2.8M | $46,055 | 1.67% |
| JTK Joel T. Koehneman CNO Financial Group Inc. | 62,000 | $5M | $4.77M | -$230,020 | -4.6% |
| DFT Daniel F. Tortola, CFA BOSTON RESEARCH & MANAGEMENT Inc. | 31,823 | $2.67M | $2.44M | -$221,101.21 | -8.3% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 10,998 | $871,754.35 | $844,756.38 | -$26,997.97 | -3.1% |
| LS Lewis Schwartz Strategic Value Partners LLC | 237,000 | $20.68M | $18.2M | -$2.48M | -11.98% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 75,459 | $5.71M | $5.82M | $103,259.09 | 1.81% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 26,589 | $2.07M | $2.05M | -$19,661.29 | -0.95% |
Bridgewater Associates LP Bridgewater Associates LP | 7,121 | $626,820.55 | $548,779.86 | -$78,040.69 | -12.45% |
Point72 Asset Management LP Point72 Asset Management LP | 40,000 | $3.18M | $3.08M | -$97,560 | -3.07% |
SkyOak Wealth SkyOak Wealth LLC | 3,015 | $237,162.75 | $232,426.34 | -$4,736.41 | -2% |
Adams Wealth Management Adams Wealth Management | 11,763 | $913,139.7 | $903,516.03 | -$9,623.67 | -1.05% |
| YA Yinka Akinsola Blue Trust Inc. | 25 | $1,840.75 | $1,928.37 | $87.62 | 4.76% |
Loraine Ell Better Money Decisions LLC | 24,199 | $1.87M | $1.87M | $623.61 | 0.03% |
Jeff Ameen Spire Wealth Management | 3,906 | $294,357.7 | $301,250.25 | $6,892.55 | 2.34% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 300,000 | $24.69M | $23.12M | -$1.57M | -6.36% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 62 | $5,405.16 | $4,779.58 | -$625.58 | -11.57% |
Kyle P. Smith NewEdge Wealth LLC | 2,740 | $207,754.24 | $211,349.9 | $3,595.66 | 1.73% |
John Ledford FWG Holdings LLC | 6,699 | $532,481.27 | $514,550.19 | -$17,931.08 | -3.37% |