| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 17,381 | $151,649 | $146,174.21 | -$5,474.79 | -3.61% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 20,027 | $174,134.77 | $171,631.39 | -$2,503.38 | -1.44% |
Kyle P. Smith NewEdge Wealth LLC | 2.18M | $18.68M | $18.4M | -$276,091.86 | -1.48% |
Candace Cavalier Congress Wealth Management LLC / DE / | 6.59M | $57.22M | $55.58M | -$1.65M | -2.88% |
| EM Erin Mccann Simplicity Wealth LLC | 34,779 | $302,403.41 | $295,273.71 | -$7,129.7 | -2.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 135,695 | $1.17M | $1.15M | -$18,997.45 | -1.62% |
James J. Karabas Embree Financial Group | 245,916 | $2.14M | $2.09M | -$52,433.48 | -2.45% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 797,939 | $6.9M | $6.8M | -$96,637.53 | -1.4% |