| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 5,982 | $475,329.72 | $432,797.7 | -$42,532.02 | -8.95% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 28,320 | $2.07M | $2.05M | -$21,802.4 | -1.05% |
| CSP Chris St. Paul Chilton Capital Management LLC | 31,096 | $1.24M | $2.25M | $1.01M | 81.15% |
| JP Jordan Pitts Moody National Bank Trust Division | 31,896 | $2.13M | $2.31M | $184,996.8 | 8.7% |
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 5,300 | $179,834.17 | $384,144 | $204,309.83 | 113.61% |
Chilton Investment Chilton Investment Co Inc. | 4,533 | $298,906.03 | $327,894.55 | $28,988.52 | 9.7% |
| YA Yinka Akinsola Blue Trust Inc. | 25,055 | $1.77M | $1.81M | $46,052.39 | 2.6% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,058 | $230,389.72 | $219,992.52 | -$10,397.2 | -4.51% |
Joseph Castro Nuveen LLC | 18,977 | $1.39M | $1.37M | -$14,612.89 | -1.05% |
Ashish Sharma DGS Capital Management LLC | 8,582 | $613,415.19 | $623,096.11 | $9,680.92 | 1.58% |
| AS Audrey Soza Custos Family Office LLC | 5,564 | $399,550.84 | $400,496.72 | $945.88 | 0.24% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,078 | $205,241.04 | $221,431.32 | $16,190.28 | 7.89% |
Mark Mowrey Signature Resources Capital Management LLC | 600 | $38,886 | $43,563 | $4,677 | 12.03% |
Drew Phillips Fortitude Family Office LLC | 156 | $10,787 | $11,222.64 | $435.64 | 4.04% |
Bree Pate Olisti Co. Wealth LLC | 427 | $29,279 | $30,906.26 | $1,627.26 | 5.56% |
Kelly Christopher Significant Wealth Partners LLC | 26,624 | $2M | $1.92M | -$79,142.8 | -3.96% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 4,233 | $290,597.47 | $308,204.73 | $17,607.26 | 6.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 971 | $67,163.68 | $70,329.53 | $3,165.85 | 4.71% |
Kevin Bresler TD Waterhouse Canada Inc. | 1 | $73 | $71.94 | -$1.06 | -1.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,951 | $1.42M | $1.65M | $233,324.16 | 16.46% |