| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 193 | $14,384.06 | $17,231.04 | $2,846.98 | 19.79% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 200 | $14,496 | $17,856 | $3,360 | 23.18% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 659 | $50,796.28 | $58,835.52 | $8,039.24 | 15.83% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 23,673 | $1.86M | $2.11M | $256,614.12 | 13.82% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 6,161 | $466,658.73 | $550,054.08 | $83,395.35 | 17.87% |
| BG Bart Gancher Intech Investment Management LLC | 9,433 | $735,879.32 | $842,178.24 | $106,298.92 | 14.45% |
Bridgewater Associates LP Bridgewater Associates LP | 30,349 | $2.24M | $2.71M | $471,436.13 | 21.06% |
SkyOak Wealth SkyOak Wealth LLC | 36,634 | $3.18M | $3.27M | $95,390.86 | 3% |
| MD Michelle Dubey Yousif Capital Management LLC | 10,394 | $1.06M | $927,976.32 | -$135,209 | -12.72% |
Jennifer Easley Gitterman Wealth Management LLC | 5,636 | $427,167.52 | $503,182.08 | $76,014.56 | 17.8% |
Matthew Carney Nfj Investment Group LLC | 17,740 | $1.4M | $1.58M | $188,044 | 13.47% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,826 | $213,702.12 | $252,305.28 | $38,603.16 | 18.06% |
Joseph Castro Nuveen LLC | 121,329 | $9.35M | $10.83M | $1.48M | 15.85% |
| MPM Mark P. Mennitt CenterBook Partners LP | 15,183 | $1.14M | $1.36M | $212,471.92 | 18.59% |
Brian Baylis Bell Investment Advisors Inc. | 7 | $548.74 | $595.14 | $46.4 | 8.46% |
Bobby Adusumilli SJS Investment Consulting Inc. | 59 | $4,412.65 | $4,977.24 | $564.59 | 12.79% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 100 | $10,344 | $8,436 | -$1,908 | -18.45% |
Matthew Liebman Amplius Wealth Advisors LLC | 3,018 | $311,810.22 | $269,447.04 | -$42,363.18 | -13.59% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 4,186 | $316,545.32 | $354,010.02 | $37,464.7 | 11.84% |
Ana-Maria Ignat Covestor Ltd | 688 | $50,146.3 | $58,872.16 | $8,725.86 | 17.4% |