| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TW Todd Wulfson Rock Point Advisors LLC | 877,299 | $13.74M | $13.12M | -$615,980.37 | -4.48% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 106,088 | $1.52M | $1.59M | $65,973.27 | 4.33% |
| CD Charlie Durham Sterling Capital Management LLC | 21,380 | $248,994.48 | $319,844.8 | $70,850.32 | 28.45% |
| JM John Malone Amundi | 2.88M | $41.08M | $43.11M | $2.03M | 4.93% |
Point72 Asset Management LP Point72 Asset Management LP | 319,010 | $4.57M | $4.78M | $200,976.3 | 4.39% |
| YA Yinka Akinsola Blue Trust Inc. | 1,024 | $13,970.03 | $15,319.04 | $1,349.01 | 9.66% |
Jeff Ameen Spire Wealth Management | 1,660 | $26,511.84 | $24,850.2 | -$1,661.64 | -6.27% |
Michelle Dubey Yousif Capital Management LLC | 86,689 | $2.03M | $1.3M | -$729,974.17 | -36% |
Dipen Mehta Invst LLC | 49,572 | $698,469.48 | $741,349.26 | $42,879.78 | 6.14% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 19,910 | $291,880.6 | $297,754.05 | $5,873.45 | 2.01% |
Joseph Castro Nuveen LLC | 1.58M | $22.35M | $23.56M | $1.21M | 5.43% |
| MPM Mark P. Mennitt CenterBook Partners LP | 152,874 | $2.24M | $2.28M | $43,171.62 | 1.93% |
Richard Slavik Newbridge Financial Services Group Inc. | 5 | $74.5 | $74.8 | $0.3 | 0.4% |
Kimberly Cappellano Private Wealth Asset Management LLC | 3,056 | $37,955.95 | $45,702.48 | $7,746.53 | 20.41% |
Sima Elimelech Activest Wealth Management | 176 | $2,552.05 | $2,632.96 | $80.91 | 3.17% |
Brian Baylis Bell Investment Advisors Inc. | 427 | $7,251.14 | $6,392.19 | -$858.95 | -11.85% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 62,493 | $804,284.63 | $933,645.42 | $129,360.79 | 16.08% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 43,591 | $809,406.19 | $652,557.27 | -$156,848.92 | -19.38% |
Christopher Davis Burns Matteson Capital Management LLC | 45,804 | $671,487 | $685,914.9 | $14,427.9 | 2.15% |
Bobby Adusumilli SJS Investment Consulting Inc. | 578 | $8,419.06 | $8,652.66 | $233.6 | 2.77% |