| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 666 | $52,360.84 | $55,191.42 | $2,830.58 | 5.41% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 13,604 | $1.12M | $1.13M | $8,403 | 0.75% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 200 | $14,496 | $16,574 | $2,078 | 14.33% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 414 | $31,304.08 | $34,322.67 | $3,018.59 | 9.64% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 23,673 | $1.86M | $1.95M | $96,347.91 | 5.19% |
| DER Debra E. Rindler Dean Investment Associates LLC | 84,780 | $6.54M | $7M | $456,727.64 | 6.99% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 6,310 | $478,994.44 | $522,972.8 | $43,978.36 | 9.18% |
| BG Bart Gancher Intech Investment Management LLC | 7,558 | $590,154.32 | $630,337.2 | $40,182.88 | 6.81% |
| JL Jeremiah Ludington Mainstay Capital Management LLC /ADV | 100 | $5,791 | $8,245 | $2,454 | 42.38% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 6,394 | $505,992.93 | $531,277.46 | $25,284.53 | 5% |
| CD Charlie Durham Sterling Capital Management LLC | 335 | $24,562.25 | $27,863.62 | $3,301.37 | 13.44% |
| JM John Malone Amundi | 20,470 | $1.48M | $1.69M | $209,817.5 | 14.14% |
Bridgewater Associates LP Bridgewater Associates LP | 30,311 | $2.24M | $2.52M | $282,295.23 | 12.63% |
SkyOak Wealth SkyOak Wealth LLC | 36,258 | $3.14M | $2.99M | -$153,243.92 | -4.88% |
Michelle Dubey Yousif Capital Management LLC | 10,394 | $1.06M | $859,999.56 | -$203,185.76 | -19.11% |
Jennifer Easley Gitterman Wealth Management LLC | 5,636 | $427,167.52 | $464,688.2 | $37,520.68 | 8.78% |
Matthew Carney Nfj Investment Group LLC | 17,740 | $1.4M | $1.46M | $67,944.2 | 4.87% |
| CAL CSM Advisors LLC CSM Advisors LLC | 13,613 | $1.13M | $1.12M | -$4,628.42 | -0.41% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,456 | $265,859.82 | $287,055.36 | $21,195.54 | 7.97% |
Joseph Castro Nuveen LLC | 268,766 | $21.53M | $22.24M | $705,788.6 | 3.28% |