| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JL Jeremiah Ludington Mainstay Capital Management LLC /ADV | 400 | $14,084 | $19,004 | $4,920 | 34.93% |
| JT Judy Tucker TCV Trust & Wealth Management Inc. | 7,114 | $290,000 | $337,986.14 | $47,986.14 | 16.55% |
| KS Kimberlyann Smith CENTRAL BANK & TRUST Co. | 2,100 | $29,147.73 | $99,771 | $70,623.27 | 242.29% |
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 41,117 | $1.43M | $1.95M | $527,577.45 | 36.98% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 4,293 | $205,938.98 | $204,175.08 | -$1,763.9 | -0.86% |
| KM Kristin Mariani Janus Henderson Group PLC | 89,970 | $3.4M | $4.28M | $871,816.99 | 25.61% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 30,876 | $1.07M | $1.47M | $400,657.32 | 37.55% |
| FP Frank Poli COHEN & STEERS Inc. | 2.02M | $88.29M | $95.86M | $7.57M | 8.57% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 20,369 | $898,567.4 | $958,361.45 | $59,794.05 | 6.65% |
| CD Charlie Durham Sterling Capital Management LLC | 6,193 | $263,142.27 | $294,229.43 | $31,087.16 | 11.81% |
Bridgewater Associates LP Bridgewater Associates LP | 21,773 | $980,040.53 | $1.03M | $50,040.1 | 5.11% |
Point72 Asset Management LP Point72 Asset Management LP | 1.16M | $51.8M | $54.36M | $2.57M | 4.96% |
| YA Yinka Akinsola Blue Trust Inc. | 1,124 | $46,200.56 | $53,401.24 | $7,200.68 | 15.59% |
Jeff Ameen Spire Wealth Management | 431 | $21,143.02 | $20,278.55 | -$864.47 | -4.09% |
Michelle Dubey Yousif Capital Management LLC | 59,272 | $2.28M | $2.79M | $504,067.23 | 22.06% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 15,860 | $590,039.55 | $755,570.4 | $165,530.85 | 28.05% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 62,099 | $2.77M | $2.94M | $166,849.55 | 6.02% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,373 | $559,779.06 | $537,772.3 | -$22,006.76 | -3.93% |
Kasey Fegan Corsicana & Co. | 152 | $6,198.56 | $7,245.84 | $1,047.28 | 16.9% |
Joseph Castro Nuveen LLC | 1.17M | $54.07M | $55.79M | $1.72M | 3.17% |