| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CSF Cathy S. Freeman Cadence Bank | 108,963 | $12.91M | $10.66M | -$2.25M | -17.41% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 99,560 | $13.34M | $9.74M | -$3.6M | -26.97% |
| JLM Jeanine L. Morreim Stack Financial Management Inc. | 221,493 | $21.92M | $21.67M | -$255,369.81 | -1.16% |
| KMW Kelli M. Wright Willis Investment Counsel | 109,094 | $11.76M | $10.67M | -$1.09M | -9.25% |
| MAH Mark A. Hillman Hillman Capital Management Inc. | 22,316 | $1.86M | $2.18M | $319,118.46 | 17.12% |
| BP Brad Peck Taurus Asset Management LLC | 2,660 | $240,646.66 | $260,227.8 | $19,581.14 | 8.14% |
| CD Charlie Durham Sterling Capital Management LLC | 104,764 | $11.28M | $10.03M | -$1.24M | -11.03% |
| JM John Malone Amundi | 3.71M | $418.93M | $363.26M | -$55.67M | -13.29% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 30,077 | $5.58M | $2.94M | -$2.64M | -47.31% |
| CP C Pace Texas Yale Capital Corp. | 115,370 | $13.63M | $11.25M | -$2.38M | -17.44% |
| PC Patty Conover Knightsbridge Asset Management LLC | 2,261 | $224,255.06 | $221,193.63 | -$3,061.43 | -1.37% |
| WN William Newman Sky Investment Group LLC | 16,606 | $1.87M | $1.62M | -$242,220.71 | -12.98% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 25,870 | $2.82M | $2.53M | -$285,487.74 | -10.14% |
Field & Main Bank Field & Main Bank | 65 | $8,971.33 | $6,323.2 | -$2,648.13 | -29.52% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 4,657 | $689,878.11 | $454,430.06 | -$235,448.05 | -34.13% |
SkyOak Wealth SkyOak Wealth LLC | 3,974 | $403,017.68 | $384,464.63 | -$18,553.05 | -4.6% |
Adams Wealth Management Adams Wealth Management | 3,536 | $360,642.09 | $350,965.68 | -$9,676.41 | -2.68% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,144 | $230,480 | $208,493.28 | -$21,986.72 | -9.54% |
Michael Corrigan Advocate Group LLC | 65,490 | $9.72M | $6.41M | -$3.32M | -34.11% |
Christian McGill CFC Planning Co. LLC | 23,279 | $2.69M | $2.27M | -$419,001.97 | -15.6% |