| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 6,723 | $428,249.14 | $546,042.06 | $117,792.92 | 27.51% |
| KM Kristin Mariani Janus Henderson Group PLC | 13,912.72 | $1M | $1.13M | $126,272.32 | 12.58% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 12,742 | $810,971.91 | $1.03M | $223,933.33 | 27.61% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 14,383 | $958,346.27 | $1.14M | $178,917.54 | 18.67% |
| SA Sheila Asher LAFFER TENGLER INVESTMENTS Inc. | 2,789 | $235,949.4 | $218,964.39 | -$16,985.01 | -7.2% |
| CD Charlie Durham Sterling Capital Management LLC | 7,107 | $520,548.55 | $557,970.57 | $37,422.02 | 7.19% |
| CP C Pace Texas Yale Capital Corp. | 3,525 | $274,850.01 | $286,300.5 | $11,450.49 | 4.17% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 2,535 | $214,461 | $200,442.45 | -$14,018.55 | -6.54% |
Point72 Asset Management LP Point72 Asset Management LP | 108,332 | $9.16M | $8.57M | -$599,076.19 | -6.54% |
Daniel Russell Naviter Wealth LLC | 25,630 | $1.8M | $2.08M | $276,225.08 | 15.32% |
| YA Yinka Akinsola Blue Trust Inc. | 7,797 | $545,062.93 | $612,142.47 | $67,079.54 | 12.31% |
Jeff Ameen Spire Wealth Management | 182 | $11,452.36 | $14,390.74 | $2,938.38 | 25.66% |
Jennifer Easley Gitterman Wealth Management LLC | 4,522 | $274,401.12 | $363,568.8 | $89,167.68 | 32.5% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 8,469 | $538,634.78 | $671,930.46 | $133,295.68 | 24.75% |
Kyle P. Smith NewEdge Wealth LLC | 12,525 | $901,053.82 | $994,485 | $93,431.18 | 10.37% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,274 | $328,589.73 | $339,505.19 | $10,915.46 | 3.32% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,914 | $144,032.68 | $155,110.56 | $11,077.88 | 7.69% |
Joseph Castro Nuveen LLC | 309,958 | $22.38M | $24.33M | $1.95M | 8.72% |
Sima Elimelech Activest Wealth Management | 130 | $8,909.12 | $10,206.3 | $1,297.18 | 14.56% |
Christina Forster Pazienza Guardian Partners Inc. | 143,310 | $8.46M | $11.62M | $3.16M | 37.36% |