| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CSF Cathy S. Freeman Cadence Bank | 5,925.96 | $412,743.11 | $97,659.82 | -$315,083.29 | -76.34% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 3,189.19 | $56,352.92 | $54,216.16 | -$2,136.76 | -3.79% |
| SA Sheila Asher LAFFER TENGLER INVESTMENTS Inc. | 103,485.53 | $3.39M | $1.71M | -$1.69M | -49.77% |
| PMM Phillip M. Meyer Oasis Management Co. Ltd. | 25,000 | $424,750 | $412,000 | -$12,750 | -3% |
| CD Charlie Durham Sterling Capital Management LLC | 34,429 | $560,609.93 | $567,389.92 | $6,779.99 | 1.21% |
| JM John Malone Amundi | 90,977 | $1.67M | $1.55M | -$125,735.42 | -7.52% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 29,446 | $1.67M | $485,270.08 | -$1.18M | -70.93% |
| PC Patty Conover Knightsbridge Asset Management LLC | 12,833 | $218,033 | $211,487.84 | -$6,545.16 | -3% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 18,929 | $320,966 | $321,793 | $827 | 0.26% |
Bridgewater Associates LP Bridgewater Associates LP | 23,396 | $422,999.69 | $398,784.82 | -$24,214.87 | -5.72% |
| YA Yinka Akinsola Blue Trust Inc. | 357 | $5,764.38 | $5,883.36 | $118.98 | 2.06% |
Michelle Dubey Yousif Capital Management LLC | 99,791 | $1.5M | $1.7M | $197,095.13 | 13.15% |
| AL Acas LLC Acas LLC | 15,118 | $204,093 | $261,616.99 | $57,523.99 | 28.19% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 16,386 | $264,609.48 | $279,217.44 | $14,607.96 | 5.52% |
Jessica Clark Caerus Investment Advisors LLC | 10,587 | $185,314.41 | $180,931.83 | -$4,382.58 | -2.36% |
| CAL CSM Advisors LLC CSM Advisors LLC | 20,962 | $357,826.71 | $356,249.19 | -$1,577.52 | -0.44% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 25,668 | $436,099.32 | $444,184.74 | $8,085.42 | 1.85% |
Joseph Castro Nuveen LLC | 855,318 | $13.65M | $14.1M | $442,853.35 | 3.24% |
| MPM Mark P. Mennitt CenterBook Partners LP | 77,806 | $1.3M | $1.31M | $10,114.78 | 0.78% |
Richard Slavik Newbridge Financial Services Group Inc. | 3,581 | $59,802.7 | $59,014.88 | -$787.82 | -1.32% |