| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 3,049 | $949,326.18 | $1.15M | $201,701.81 | 21.25% |
| KMW Kelli M. Wright Willis Investment Counsel | 17,175 | $4.5M | $6.5M | $2M | 44.56% |
| CD Charlie Durham Sterling Capital Management LLC | 1,443 | $470,735.18 | $543,837.84 | $73,102.66 | 15.53% |
| JM John Malone Amundi | 75,533 | $18.34M | $28.51M | $10.17M | 55.47% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 2,085 | $572,562.33 | $787,108.35 | $214,546.02 | 37.47% |
Bridgewater Associates LP Bridgewater Associates LP | 151,328 | $39.54M | $56.35M | $16.81M | 42.5% |
Private Capital Private Capital Management | 1,725 | $510,307 | $650,290.5 | $139,983.5 | 27.43% |
Point72 Asset Management LP Point72 Asset Management LP | 46,570 | $12.26M | $17.58M | $5.32M | 43.4% |
Red Spruce Capital Red Spruce Capital LLC | 615 | $211,375.51 | $230,864.85 | $19,489.34 | 9.22% |
| YA Yinka Akinsola Blue Trust Inc. | 1,802 | $456,438.29 | $679,137.76 | $222,699.47 | 48.79% |
Jeff Ameen Spire Wealth Management | 4 | $1,544.88 | $1,510.04 | -$34.84 | -2.26% |
Michelle Dubey Yousif Capital Management LLC | 5,398 | $3.03M | $2.04M | -$994,041.06 | -32.79% |
Kyle P. Smith NewEdge Wealth LLC | 9,319 | $2.73M | $3.48M | $743,931.14 | 27.21% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,035 | $276,215.81 | $381,925.35 | $105,709.54 | 38.27% |
Matt Hunter Heartland Bank & Trust Co. | 924 | $243,252.25 | $345,954.84 | $102,702.59 | 42.22% |
Joseph Castro Nuveen LLC | 123,413 | $34.84M | $46.51M | $11.67M | 33.49% |
Sima Elimelech Activest Wealth Management | 1 | $263.26 | $376.88 | $113.62 | 43.16% |
Brian Baylis Bell Investment Advisors Inc. | 2 | $485.64 | $755.02 | $269.38 | 55.47% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 1,195 | $300,106.25 | $442,042.45 | $141,936.2 | 47.3% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2,405 | $919,268.22 | $907,911.55 | -$11,356.67 | -1.24% |