| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ABB Alexander Bjornager Bonde Danske Bank A/S | 2 | $26 | $24.74 | -$1.26 | -4.85% |
Texas Capital Bancshares Inc. Texas Capital Bancshares Inc. | 17,921 | $233,869 | $220,876.32 | -$12,992.68 | -5.56% |
Daniel Russell Naviter Wealth LLC | 166,080 | $2.34M | $2.05M | -$289,974.42 | -12.39% |
| YA Yinka Akinsola Blue Trust Inc. | 64,854 | $1.04M | $799,974.09 | -$239,295.15 | -23.03% |
| TH Thomas Herbert VPR Management LLC | 15,760 | $207,833.76 | $194,301.89 | -$13,531.87 | -6.51% |
| JAC J. Adam Causey Jackson Thornton Wealth Management LLC | 33,356 | $509,679.68 | $411,112.7 | -$98,566.98 | -19.34% |
| HC Harry Cowley Stonegate Investment Group LLC | 15,171 | $279,895.26 | $186,982.57 | -$92,912.69 | -33.2% |
| JB Joel Blattner Avaii Wealth Management LLC | 51,170 | $701,433.78 | $630,670.25 | -$70,763.53 | -10.09% |
| SSA Sara S. Alexander Sonora Investment Management Group LLC | 18,100 | $272,840 | $223,496.99 | -$49,343.01 | -18.08% |
| MS Missy Straw Nilsine Partners LLC | 16,455 | $308,860 | $202,231.95 | -$106,628.05 | -34.52% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 154,044 | $2.06M | $1.9M | -$161,820.42 | -7.84% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,186 | $420,435.08 | $282,869.2 | -$137,565.88 | -32.72% |
| RD Rodrigo Diaz Plan Group Financial LLC | 161,006 | $2.35M | $1.97M | -$387,034.69 | -16.45% |
Lukas Lindgren Abound Wealth Management | 2,577 | $35,205 | $31,813.06 | -$3,391.94 | -9.63% |
| SR Scott Register Register Financial Advisors LLC | 5,000 | $95,474.37 | $60,750 | -$34,724.37 | -36.37% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 39 | $441 | $478.92 | $37.92 | 8.6% |
| MWL Melia Wealth LLC Melia Wealth LLC | 1.24M | $21.26M | $15.24M | -$6.02M | -28.32% |
Kelly Christopher Significant Wealth Partners LLC | 38,933 | $440,363.58 | $472,716.7 | $32,353.12 | 7.35% |
Lydia Moore MRP Capital Investments LLC | 498 | $6,802.7 | $6,137.85 | -$664.85 | -9.77% |
David Cohen Michelson Medical Research Foundation Inc. | 170,100 | $1.92M | $2.1M | $174,352.5 | 9.07% |