| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bridgewater Associates LP Bridgewater Associates LP | 20,219 | $6.95M | $7.27M | $317,945.18 | 4.57% |
Point72 Asset Management LP Point72 Asset Management LP | 33,297 | $11.85M | $11.96M | $110,348.45 | 0.93% |
| YA Yinka Akinsola Blue Trust Inc. | 1,183 | $410,201.7 | $424,945.42 | $14,743.72 | 3.59% |
Jeff Ameen Spire Wealth Management | 400 | $128,103.21 | $142,060 | $13,956.79 | 10.89% |
| MD Michelle Dubey Yousif Capital Management LLC | 25,814 | $8.05M | $9.52M | $1.47M | 18.25% |
Daren Blonski Fermata Advisors LLC | 646 | $214,271.74 | $232,004.44 | $17,732.7 | 8.28% |
Jennifer Easley Gitterman Wealth Management LLC | 622 | $223,397.52 | $223,577.9 | $180.38 | 0.08% |
Kyle P. Smith NewEdge Wealth LLC | 6,123 | $2.16M | $2.2M | $38,758.53 | 1.79% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 784 | $253,059.52 | $281,565.76 | $28,506.24 | 11.26% |
| DB Derek Batts Union Heritage Capital LLC | 9,967 | $2.52M | $3.58M | $1.06M | 42.13% |
Jessica Clark Caerus Investment Advisors LLC | 886 | $285,983.08 | $318,198.04 | $32,214.96 | 11.26% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 496 | $176,863.68 | $178,133.44 | $1,269.76 | 0.72% |
Ben Rothwell Keystone Financial Services | 1,453 | $468,999.34 | $521,830.42 | $52,831.08 | 11.26% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,847 | $1.24M | $1.38M | $137,684.17 | 11.09% |
Kasey Fegan Corsicana & Co. | 8 | $2,852.64 | $2,868.56 | $15.92 | 0.56% |
| YL Yosef Levy Y.D. More Investments Ltd. | 137 | $50,682.33 | $49,124.09 | -$1,558.24 | -3.07% |
| TCL Therese C.D. Linden Bank of New Hampshire | 45 | $14,731.63 | $16,548.07 | $1,816.44 | 12.33% |
Joseph Castro Nuveen LLC | 851,081 | $336.24M | $304.51M | -$31.73M | -9.44% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 1,451 | $479,468.74 | $520,285.08 | $40,816.34 | 8.51% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 11,494 | $3.09M | $4.08M | $994,744.02 | 32.22% |