| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 2,916 | $147,462 | $136,556.28 | -$10,905.72 | -7.4% |
Curtis Ellergodt Rothschild Investment LLC | 54 | $2,450.66 | $2,526.66 | $76 | 3.1% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 365 | $14,059.8 | $17,107.55 | $3,047.75 | 21.68% |
Richard S. Pzena Pzena Investment Management | 1.81M | $84.77M | $87.77M | $3M | 3.54% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 503 | $21,946.04 | $24,415.62 | $2,469.58 | 11.25% |
| BG Bart Gancher Intech Investment Management LLC | 13,374 | $632,302.44 | $649,173.96 | $16,871.52 | 2.67% |
| JM John Malone Amundi | 10,657 | $528,739.28 | $510,683.44 | -$18,055.84 | -3.41% |
Bridgewater Associates LP Bridgewater Associates LP | 34,506 | $1.49M | $1.66M | $171,749.53 | 11.53% |
SkyOak Wealth SkyOak Wealth LLC | 5,250 | $195,187.67 | $251,527.5 | $56,339.83 | 28.86% |
| YA Yinka Akinsola Blue Trust Inc. | 531 | $25,709.46 | $24,858.76 | -$850.7 | -3.31% |
Michelle Dubey Yousif Capital Management LLC | 17,571 | $728,846.31 | $822,498.51 | $93,652.2 | 12.85% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 6,482 | $272,836.76 | $303,487.24 | $30,650.48 | 11.23% |
| CAL CSM Advisors LLC CSM Advisors LLC | 120,323 | $5.53M | $5.63M | $103,979.44 | 1.88% |
Joseph Castro Nuveen LLC | 264,152 | $12.08M | $12.36M | $286,606.49 | 2.37% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $44 | $46.83 | $2.83 | 6.43% |
Bobby Adusumilli SJS Investment Consulting Inc. | 51 | $1,995.02 | $2,387.56 | $392.54 | 19.68% |
Ana-Maria Ignat Covestor Ltd | 1,917 | $82,321.66 | $93,051.18 | $10,729.52 | 13.03% |
John DeMarco Trajan Wealth LLC | 4,622 | $204,477 | $223,843.46 | $19,366.46 | 9.47% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 52,231 | $2.3M | $2.45M | $143,500.95 | 6.23% |
CJ Harrison DecisionPoint Financial LLC | 2 | $95.08 | $95.82 | $0.74 | 0.78% |