| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 732 | $20,217.84 | $20,774.16 | $556.32 | 2.75% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 54,370 | $1.5M | $1.53M | $33,162.1 | 2.21% |
| RG Rafael Guijarro City National Bank Of Florida /MSD | 27,447 | $665,690.47 | $778,945.86 | $113,255.39 | 17.01% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,236 | $30,914 | $34,447.32 | $3,533.32 | 11.43% |
| NA Nizar Araji National Bank Of Canada /FI/ | 139,612 | $3.21M | $3.94M | $725,642.55 | 22.57% |
| JM John Malone Amundi | 700,000 | $17.16M | $19.49M | $2.33M | 13.55% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 17,217 | $424,257.66 | $484,486.38 | $60,228.72 | 14.2% |
| TJD Timothy J. Dolan GP Brinson Investments LLC | 208,553 | $5.35M | $5.92M | $563,803.28 | 10.53% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 73,009 | $1.84M | $2.07M | $231,746.04 | 12.59% |
Bethany Wagner Level Financial Advisors | 39,505 | $1.15M | $1.12M | -$31,053.38 | -2.7% |
Joseph Castro Nuveen LLC | 8,362 | $230,959 | $232,798.08 | $1,839.08 | 0.8% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 133,840 | $3.33M | $3.8M | $466,247.64 | 13.99% |
S. Hardy Taylor Heritage Investment Group Inc. | 1.75M | $42.19M | $49.61M | $7.43M | 17.61% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 31,936 | $814,771.38 | $901,553.28 | $86,781.9 | 10.65% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 16,924 | $422,254.17 | $480,303.12 | $58,048.95 | 13.75% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3,215 | $88,798.3 | $89,602.05 | $803.75 | 0.91% |
Ashish Sharma DGS Capital Management LLC | 18,811 | $436,207.44 | $533,856.18 | $97,648.74 | 22.39% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 19,060 | $453,194.5 | $536,348.4 | $83,153.9 | 18.35% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,867 | $124,742.69 | $138,125.46 | $13,382.77 | 10.73% |
Barry Oliver Capital Performance Advisors LLP | 23,838 | $639,503.28 | $670,801.32 | $31,298.04 | 4.89% |