| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dodge & Cox Dodge & Cox Funds | 112,966 | $824,991.74 | $892,431.4 | $67,439.66 | 8.17% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 100 | $825 | $791 | -$34 | -4.12% |
Richard S. Pzena Pzena Investment Management | 10.8M | $79.74M | $88.97M | $9.23M | 11.58% |
| AG Anne Goffard Artal Group S.A. | 873,104.7 | $10.17M | $6.9M | -$3.27M | -32.15% |
| TG Tatiana Grecco Itau Unibanco Holding S.A. | 105,181 | $850,388 | $831,981.71 | -$18,406.29 | -2.16% |
| CV Christina Vaughan-Lahner Causeway Capital Management LLC | 1.96M | $15.81M | $15.5M | -$313,842.28 | -1.99% |
| JM John Malone Amundi | 1.14M | $7.57M | $9.01M | $1.44M | 19% |
Point72 Asset Management LP Point72 Asset Management LP | 986,585 | $7.6M | $7.8M | $202,658.45 | 2.67% |
| YA Yinka Akinsola Blue Trust Inc. | 125 | $1,095.32 | $1,021.25 | -$74.07 | -6.76% |
Kyle P. Smith NewEdge Wealth LLC | 22,364 | $159,414.68 | $184,167.54 | $24,752.86 | 15.53% |
Joseph Castro Nuveen LLC | 21,109 | $170,139 | $166,972.19 | -$3,166.81 | -1.86% |
Stacey Madison VELA Investment Management LLC | 167,400 | $1.27M | $1.37M | $96,828 | 7.62% |
Dinan Hu R Squared Ltd | 12,821 | $101,607.47 | $108,593.87 | $6,986.4 | 6.88% |
| PA Philip Arnaudov PharVision Advisers LLC | 10,765 | $86,766 | $85,151.15 | -$1,614.85 | -1.86% |
Ashish Sharma DGS Capital Management LLC | 20,300 | $196,224.74 | $165,851 | -$30,373.74 | -15.48% |
William T. Hedges Hedges Asset Management LLC | 349,800 | $2.39M | $2.86M | $466,514.53 | 19.51% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 24,112 | $195,548.32 | $190,725.92 | -$4,822.4 | -2.47% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,073 | $7,889.68 | $8,766.41 | $876.73 | 11.11% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 222,948 | $1.89M | $1.89M | -$2,971.58 | -0.16% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 115 | $844 | $939.55 | $95.55 | 11.32% |