| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 732 | $20,217.84 | $18,914.88 | -$1,302.96 | -6.44% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 54,370 | $1.5M | $1.4M | -$106,568.8 | -7.1% |
| RG Rafael Guijarro City National Bank Of Florida /MSD | 27,447 | $665,690.47 | $714,582.64 | $48,892.17 | 7.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,236 | $30,914 | $31,715.76 | $801.76 | 2.59% |
| NA Nizar Araji National Bank Of Canada /FI/ | 21,750 | $560,880.18 | $563,107.5 | $2,227.32 | 0.4% |
| BA Brook Anderson Cutler Investment Counsel LLC | 344,085 | $8.8M | $8.83M | $26,074.38 | 0.3% |
| JM John Malone Amundi | 700,000 | $17.16M | $18.12M | $960,223 | 5.59% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 17,217 | $424,257.66 | $445,748.13 | $21,490.47 | 5.07% |
| TJD Timothy J. Dolan GP Brinson Investments LLC | 208,553 | $5.35M | $5.38M | $24,693.77 | 0.46% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 73,009 | $1.84M | $1.89M | $47,033.27 | 2.56% |
Bethany Wagner Level Financial Advisors | 39,167 | $1.14M | $1.01M | -$131,577.67 | -11.52% |
Joseph Castro Nuveen LLC | 8,362 | $230,959 | $214,568.92 | -$16,390.08 | -7.1% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 139,327 | $3.47M | $3.6M | $128,712.65 | 3.71% |
S. Hardy Taylor Heritage Investment Group Inc. | 1.75M | $42.19M | $45.52M | $3.34M | 7.91% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 31,936 | $814,771.38 | $832,411.84 | $17,640.46 | 2.17% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 16,924 | $422,254.17 | $437,316.16 | $15,061.99 | 3.57% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3,215 | $88,798.3 | $83,236.35 | -$5,561.95 | -6.26% |
Ashish Sharma DGS Capital Management LLC | 18,811 | $436,207.44 | $485,229.74 | $49,022.3 | 11.24% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 19,060 | $453,194.5 | $492,319.8 | $39,125.3 | 8.63% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,685 | $146,411.51 | $145,877.1 | -$534.41 | -0.37% |