| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SBC Steven B. Crockett SOUTH PLAINS FINANCIAL Inc. | 48 | $9,976 | $11,203.68 | $1,227.68 | 12.31% |
| GP Gregg Picillo Albert D. Mason Inc | 1,618 | $330,132.08 | $384,436.82 | $54,304.74 | 16.45% |
| JM John Malone Amundi | 2.88M | $617.47M | $672.76M | $55.3M | 8.96% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 3,925 | $827,478.52 | $921,040.5 | $93,561.98 | 11.31% |
Bridgewater Associates LP Bridgewater Associates LP | 337,405 | $80.81M | $79.18M | -$1.64M | -2.03% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 5,824 | $1.15M | $1.33M | $188,115.2 | 16.41% |
Austin Private Wealth Austin Private Wealth LLC | 3,239 | $611,416.38 | $742,249.24 | $130,832.86 | 21.4% |
| YA Yinka Akinsola Blue Trust Inc. | 1,286 | $288,098.82 | $294,699.76 | $6,600.94 | 2.29% |
Jeff Ameen Spire Wealth Management | 546 | $107,753.86 | $125,121.36 | $17,367.5 | 16.12% |
Michelle Dubey Yousif Capital Management LLC | 26,406 | $5.93M | $6.05M | $123,899.98 | 2.09% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 4,495 | $1.03M | $1.03M | $4,600.13 | 0.45% |
Kyle P. Smith NewEdge Wealth LLC | 3,141 | $716,715.33 | $752,991.93 | $36,276.6 | 5.06% |
| CAL CSM Advisors LLC CSM Advisors LLC | 900 | $252,927 | $211,194 | -$41,733 | -16.5% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,369 | $384,730.07 | $325,274.41 | -$59,455.66 | -15.45% |
Joseph Castro Nuveen LLC | 586,519 | $125.12M | $136.91M | $11.79M | 9.42% |
| MPM Mark P. Mennitt CenterBook Partners LP | 20,214 | $5.53M | $4.72M | -$809,249.49 | -14.64% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 812 | $228,196.36 | $194,644.53 | -$33,551.83 | -14.7% |
| CCM Carmel Capital Management LLC Carmel Capital Management LLC | 65,902 | $14.61M | $15.1M | $492,587.26 | 3.37% |
Kevin B. Crawford JB Capital LLC | 89,131 | $18.57M | $20.43M | $1.86M | 9.99% |
Richard Slavik Newbridge Financial Services Group Inc. | 140 | $33,747.7 | $32,852.4 | -$895.3 | -2.65% |