| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 3,702 | $647,409.6 | $699,233.76 | $51,824.16 | 8% |
| BP Brad Peck Taurus Asset Management LLC | 64,866 | $9.87M | $11.96M | $2.09M | 21.15% |
| CD Charlie Durham Sterling Capital Management LLC | 5,516 | $895,246.8 | $1.02M | $121,738.12 | 13.6% |
| JM John Malone Amundi | 668,260 | $112.84M | $126.22M | $13.38M | 11.86% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,084 | $884,594.44 | $771,385.92 | -$113,208.52 | -12.8% |
PAX Financial Group PAX Financial Group LLC | 2,316 | $460,050.24 | $434,690.04 | -$25,360.2 | -5.51% |
| YA Yinka Akinsola Blue Trust Inc. | 381 | $76,823.1 | $70,244.97 | -$6,578.13 | -8.56% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 4,326 | $719,924 | $808,313.1 | $88,389.1 | 12.28% |
Jeff Ameen Spire Wealth Management | 138 | $27,443.4 | $26,065.44 | -$1,377.96 | -5.02% |
Michelle Dubey Yousif Capital Management LLC | 18,456 | $3.4M | $3.49M | $83,247.65 | 2.45% |
Kyle P. Smith NewEdge Wealth LLC | 1,949 | $322,742.99 | $366,792.05 | $44,049.06 | 13.65% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 53,747 | $11.64M | $10.04M | -$1.6M | -13.74% |
Jessica Clark Caerus Investment Advisors LLC | 1,220 | $264,252.01 | $228,628 | -$35,624.01 | -13.48% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,388 | $633,288.36 | $637,147.28 | $3,858.92 | 0.61% |
Kasey Fegan Corsicana & Co. | 8 | $1,015.2 | $1,499.52 | $484.32 | 47.71% |
Joseph Castro Nuveen LLC | 1.41M | $275.76M | $259.13M | -$16.63M | -6.03% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 6,049 | $980,093.25 | $1.14M | $158,389.04 | 16.16% |
Sima Elimelech Activest Wealth Management | 92 | $17,321.36 | $16,962.04 | -$359.32 | -2.07% |
Brian Baylis Bell Investment Advisors Inc. | 116 | $16,652.96 | $21,910.08 | $5,257.12 | 31.57% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 2,945 | $461,776.4 | $550,214.35 | $88,437.95 | 19.15% |