| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 2,916 | $147,462 | $134,267.22 | -$13,194.78 | -8.95% |
| CE Curtis Ellergodt Rothschild Investment LLC | 124 | $5,765.61 | $5,709.58 | -$56.03 | -0.97% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 373 | $14,367.96 | $17,200.89 | $2,832.93 | 19.72% |
Richard S. Pzena Pzena Investment Management | 1.52M | $72.15M | $70.13M | -$2.02M | -2.8% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 595 | $26,799.96 | $27,399.75 | $599.79 | 2.24% |
| BG Bart Gancher Intech Investment Management LLC | 15,770 | $745,777 | $727,154.7 | -$18,622.3 | -2.5% |
Bridgewater Associates LP Bridgewater Associates LP | 32,749 | $1.41M | $1.51M | $102,364.19 | 7.25% |
SkyOak Wealth SkyOak Wealth LLC | 5,250 | $195,187.67 | $242,655 | $47,467.33 | 24.32% |
| YA Yinka Akinsola Blue Trust Inc. | 531 | $25,709.46 | $24,603.88 | -$1,105.58 | -4.3% |
| MD Michelle Dubey Yousif Capital Management LLC | 17,571 | $728,846.31 | $816,524.37 | $87,678.06 | 12.03% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 6,482 | $272,836.76 | $300,343.47 | $27,506.71 | 10.08% |
| CAL CSM Advisors LLC CSM Advisors LLC | 112,654 | $5.19M | $5.22M | $30,762.09 | 0.59% |
Joseph Castro Nuveen LLC | 131,932 | $6.23M | $6.12M | -$109,929.41 | -1.76% |
Bobby Adusumilli SJS Investment Consulting Inc. | 51 | $1,995.02 | $2,381.7 | $386.68 | 19.38% |
Ana-Maria Ignat Covestor Ltd | 1,360 | $57,813.66 | $64,838 | $7,024.34 | 12.15% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 40,314 | $1.77M | $1.93M | $152,521.58 | 8.6% |
CJ Harrison DecisionPoint Financial LLC | 13 | $618 | $621.27 | $3.27 | 0.53% |
Mariana Coli Dunhill Financial LLC | 1 | $42.3 | $47.8 | $5.5 | 13% |
Lukas Lindgren Abound Wealth Management | 4 | $212 | $185.36 | -$26.64 | -12.57% |
| DP Drew Phillips Fortitude Family Office LLC | 46 | $1,902.03 | $2,191.9 | $289.87 | 15.24% |