| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 62,480 | $746,010 | $736,639.2 | -$9,370.8 | -1.26% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 3 | $38 | $35.46 | -$2.54 | -6.68% |
Texas Capital Bancshares Inc. Texas Capital Bancshares Inc. | 17,921 | $233,869 | $208,690.04 | -$25,178.96 | -10.77% |
| CS Craig Sneed Steel Grove Capital Advisors LLC | 70,563 | $857,765 | $831,937.77 | -$25,827.23 | -3.01% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 42,375 | $478,983.78 | $499,177.5 | $20,193.72 | 4.22% |
Daniel Russell Naviter Wealth LLC | 208,294 | $2.85M | $2.43M | -$415,586.9 | -14.6% |
| YA Yinka Akinsola Blue Trust Inc. | 64,854 | $1.04M | $764,628.66 | -$274,640.58 | -26.43% |
Jeremy White Palliser Capital UKK) Ltd. | 270,993 | $3.25M | $3.14M | -$112,462.1 | -3.46% |
Thomas Herbert VPR Management LLC | 16,062 | $211,454.74 | $189,933.15 | -$21,521.59 | -10.18% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,500 | $17,985 | $17,670 | -$315 | -1.75% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 84,506 | $1.12M | $984,072.37 | -$138,895.81 | -12.37% |
| HC Harry Cowley Stonegate Investment Group LLC | 15,171 | $279,895.26 | $176,514.58 | -$103,380.68 | -36.94% |
| JB Joel Blattner Avaii Wealth Management LLC | 61,242 | $821,322.35 | $716,837.61 | -$104,484.74 | -12.72% |
Sara S. Alexander Sonora Investment Management Group LLC | 18,100 | $272,840 | $211,227 | -$61,613 | -22.58% |
W. Travis McKinney HB Wealth Management LLC | 16,657 | $199,717.43 | $196,219.46 | -$3,497.97 | -1.75% |
Missy Straw Nilsine Partners LLC | 16,455 | $308,860 | $191,536.2 | -$117,323.8 | -37.99% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 187,111 | $2.46M | $2.18M | -$279,332.39 | -11.36% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,186 | $420,435.08 | $273,131.08 | -$147,304 | -35.04% |
Rodrigo Diaz Plan Group Financial LLC | 202,342 | $2.85M | $2.37M | -$480,770.72 | -16.89% |
Lukas Lindgren Abound Wealth Management | 2,577 | $35,205 | $30,241.09 | -$4,963.91 | -14.1% |