| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 22,294 | $1.07M | $1.05M | -$18,421.66 | -1.73% |
Courtney Lawson Autumn Glory Partners LLC | 61,970 | $2.25M | $2.96M | $710,720.11 | 31.64% |
William Jollie Quent Capital LLC | 1,105 | $51,969.1 | $51,990.25 | $21.15 | 0.04% |
Jason DeBerry BancFirst Trust & Investment Management | 35,713 | $1.24M | $1.69M | $449,000.37 | 36.19% |
| CMD Chris M. Denholm Objective Capital Management LLC | 10,420 | $499,743.2 | $490,469.4 | -$9,273.8 | -1.86% |
Christopher Warner WARNER FINANCIAL Inc. | 6,315 | $243,304.8 | $300,815.02 | $57,510.22 | 23.64% |
| TL Tradewinds LLC Tradewinds LLC | 5,073 | $249,693.06 | $242,083.56 | -$7,609.5 | -3.05% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 30,613 | $1.43M | $1.45M | $23,972.72 | 1.68% |
CJ Harrison DecisionPoint Financial LLC | 4 | $194 | $188.2 | -$5.8 | -2.99% |
| JG John Ginter Callan Family Office LLC | 4,826 | $213,841.23 | $228,173.28 | $14,332.05 | 6.7% |
Rodrigo Diaz Plan Group Financial LLC | 15,000 | $678,963.49 | $716,475 | $37,511.51 | 5.52% |
Anita Woodhouse V-Square Quantitative Management LLC | 474 | $20,240 | $22,301.7 | $2,061.7 | 10.19% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 24,296 | $1.01M | $1.16M | $145,217.42 | 14.37% |
Mariana Coli Dunhill Financial LLC | 32 | $1,536.5 | $1,505.6 | -$30.9 | -2.01% |
Drew Phillips Fortitude Family Office LLC | 1,669 | $69,478.9 | $78,526.45 | $9,047.55 | 13.02% |
Brian Matter Creative Capital Management Investments LLC | 40 | $1,968.8 | $1,882 | -$86.8 | -4.41% |
Jade Franke Retirement Investment Advisors Inc. | 11,034 | $417,857.93 | $521,853.03 | $103,995.1 | 24.89% |
| BG Becki Goebel TCP Asset Management LLC | 10,400 | $411,320 | $496,496 | $85,176 | 20.71% |
Bree Pate Olisti Co. Wealth LLC | 480 | $20,495.91 | $22,848 | $2,352.09 | 11.48% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 3,037 | $147,776.04 | $142,890.85 | -$4,885.19 | -3.31% |