| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 2,018 | $493,895.13 | $452,617.22 | -$41,277.91 | -8.36% |
| AW Anne-Lise Wiegand SENTINEL TRUST Co. LBA | 3,367 | $576,464.07 | $708,618.82 | $132,154.75 | 22.93% |
| AN Allan Neskie FLPUTNAM INVESTMENT MANAGEMENT Co. | 1,611 | $330,484.29 | $361,331.19 | $30,846.9 | 9.33% |
| CV Christina Vaughan-Lahner Causeway Capital Management LLC | 629,801 | $110.8M | $141.71M | $30.91M | 27.9% |
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 2,208 | $466,032.41 | $495,232.32 | $29,199.91 | 6.27% |
| KM Kristin Mariani Janus Henderson Group PLC | 5,312 | $974,136.11 | $1.19M | $217,292.37 | 22.31% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 1,893 | $459,828.63 | $424,580.97 | -$35,247.66 | -7.67% |
| TW Todd Wulfson Rock Point Advisors LLC | 51,172 | $7.88M | $11.28M | $3.4M | 43.13% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 22,604 | $4.79M | $5.09M | $298,686.9 | 6.24% |
| CD Charlie Durham Sterling Capital Management LLC | 7,798 | $1.72M | $1.72M | -$1,835.22 | -0.11% |
| CP C Pace Texas Yale Capital Corp. | 1,426 | $271,524 | $319,837.54 | $48,313.54 | 17.79% |
Ruane Cunniff & Goldfarb LP Ruane Cunniff & Goldfarb LP | 1.24M | $207.8M | $278.2M | $70.4M | 33.88% |
Asio Capital Asio Capital LLC | 13,047 | $2.01M | $2.94M | $928,424.52 | 46.17% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,861 | $309,319.92 | $414,342.34 | $105,022.42 | 33.95% |
Daniel Russell Naviter Wealth LLC | 19,650 | $3.05M | $4.39M | $1.34M | 44.08% |
| YA Yinka Akinsola Blue Trust Inc. | 3,427 | $847,080.42 | $755,619.26 | -$91,461.16 | -10.8% |
Jeff Ameen Spire Wealth Management | 938 | $254,267.51 | $211,050 | -$43,217.51 | -17% |
Michelle Dubey Yousif Capital Management LLC | 2,856 | $576,042.66 | $642,600 | $66,557.34 | 11.55% |
Cole Holmlund Alaethes Wealth LLC | 11,258 | $1.39M | $2.54M | $1.14M | 82.16% |
Jason Kaplan Howard Capital Management Group LLC | 3,375 | $414,416.25 | $756,978.75 | $342,562.5 | 82.66% |