| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NL Nico Letschert NOESIS CAPITAL MANGEMENT Corp. | 15,635 | $1.3M | $1.23M | -$76,330.32 | -5.85% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 11,779 | $975,204.67 | $929,186.41 | -$46,018.26 | -4.72% |
| BA Brook Anderson Cutler Investment Counsel LLC | 2,916 | $241,299 | $228,993.48 | -$12,305.52 | -5.1% |
| CSF Cathy S. Freeman Cadence Bank | 35,273 | $2.87M | $2.77M | -$104,898.72 | -3.65% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 138,962 | $11.6M | $10.98M | -$618,609.34 | -5.33% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 241,237 | $20.03M | $19.02M | -$1.02M | -5.07% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 1.68M | $140.17M | $132.36M | -$7.8M | -5.57% |
Private Capital Private Capital Management | 6,359 | $539,767.7 | $502,710.74 | -$37,056.96 | -6.87% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 360,601 | $30.13M | $28.5M | -$1.63M | -5.4% |
| RR rosemary richard WCG Wealth Advisors LLC | 14,756 | $1.24M | $1.16M | -$71,145.06 | -5.76% |
| YA Yinka Akinsola Blue Trust Inc. | 2.55M | $206.93M | $200.47M | -$6.46M | -3.12% |
Loraine Ell Better Money Decisions LLC | 49,446 | $3.92M | $3.91M | -$16,905.2 | -0.43% |
Jeff Ameen Spire Wealth Management | 11,498 | $957,137.48 | $908,342 | -$48,795.48 | -5.1% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 101,389 | $8.25M | $8.01M | -$239,942.11 | -2.91% |
Kyle P. Smith NewEdge Wealth LLC | 200,405 | $16.75M | $15.85M | -$906,175.73 | -5.41% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 104,351 | $8.63M | $8.25M | -$385,342.51 | -4.46% |
| YL Yosef Levy Y.D. More Investments Ltd. | 44,414 | $3.57M | $3.5M | -$61,513.43 | -1.73% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 4,188 | $322,855.35 | $330,621.66 | $7,766.31 | 2.41% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 241,575 | $19.72M | $19.05M | -$669,189.65 | -3.39% |
Katie Smith Delos Wealth Advisors LLC | 321 | $26,579.25 | $25,312.45 | -$1,266.8 | -4.77% |