| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 8,362 | $53,203.94 | $75,467.05 | $22,263.11 | 41.84% |
Dodge & Cox Dodge & Cox Funds | 117.54M | $677.12M | $1.06B | $383.69M | 56.66% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,290 | $21,536.98 | $29,725.15 | $8,188.17 | 38.02% |
Bridgewater Associates LP Bridgewater Associates LP | 62,987 | $457,286 | $569,219.82 | $111,933.82 | 24.48% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 11,513 | $83,584 | $104,044.13 | $20,460.13 | 24.48% |
| YA Yinka Akinsola Blue Trust Inc. | 16,213 | $103,709.51 | $146,403.39 | $42,693.88 | 41.17% |
| MD Michelle Dubey Yousif Capital Management LLC | 20,045 | $117,634.8 | $182,008.6 | $64,373.8 | 54.72% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 320,315 | $2.25M | $2.89M | $640,292.82 | 28.43% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 14,447 | $110,651.52 | $130,602.32 | $19,950.8 | 18.03% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 333 | $1,918.08 | $3,010.35 | $1,092.27 | 56.95% |
Kimberly Cappellano Private Wealth Asset Management LLC | 900,000 | $5.93M | $8.14M | $2.21M | 37.25% |
Brian Baylis Bell Investment Advisors Inc. | 1,042 | $6,001.92 | $9,440.52 | $3,438.6 | 57.29% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 29,285 | $196,839.28 | $266,054.22 | $69,214.94 | 35.16% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,140 | $8,789.4 | $10,356.9 | $1,567.5 | 17.83% |
Kea Molnar Cromwell Holdings LLC | 9,692 | $61,082 | $87,179.54 | $26,097.54 | 42.73% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 18 | $130.32 | $163.53 | $33.21 | 25.48% |
| JAC J. Adam Causey Jackson Thornton Wealth Management LLC | 14,359 | $105,402.91 | $130,451.51 | $25,048.6 | 23.76% |
| DC Dominic Corabi Wedmont Private Capital | 10,736 | $82,680.51 | $96,462.96 | $13,782.45 | 16.67% |
Barry Oliver Capital Performance Advisors LLP | 11,871 | $86,094.54 | $107,848.03 | $21,753.49 | 25.27% |
Andrew Miller OLIO Financial Planning | 71,009 | $418,243.01 | $639,791.09 | $221,548.08 | 52.97% |