| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 1,214 | $457,265.24 | $366,470.18 | -$90,795.06 | -19.86% |
Bridgewater Associates LP Bridgewater Associates LP | 7,727 | $2.17M | $2.32M | $153,767.28 | 7.1% |
Christian McGill CFC Planning Co. LLC | 549 | $206,786 | $164,842.74 | -$41,943.26 | -20.28% |
| YA Yinka Akinsola Blue Trust Inc. | 1,253 | $382,130.39 | $378,243.11 | -$3,887.28 | -1.02% |
Michelle Dubey Yousif Capital Management LLC | 8,766 | $1.82M | $2.65M | $829,569.22 | 45.67% |
Kyle P. Smith NewEdge Wealth LLC | 8,797 | $2.74M | $2.64M | -$98,407.55 | -3.59% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,850 | $1.43M | $1.15M | -$273,525.92 | -19.15% |
Joseph Castro Nuveen LLC | 48,935 | $13.89M | $14.77M | $886,947.23 | 6.39% |
S. Hardy Taylor Heritage Investment Group Inc. | 2,001 | $423,800.04 | $610,014.85 | $186,214.81 | 43.94% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 2,852 | $597,930.83 | $865,696.08 | $267,765.25 | 44.78% |
Sima Elimelech Activest Wealth Management | 36 | $13,559.76 | $10,867.32 | -$2,692.44 | -19.86% |
Brian Baylis Bell Investment Advisors Inc. | 40 | $7,922.82 | $12,074.8 | $4,151.98 | 52.41% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 1,824 | $480,350.44 | $549,388.8 | $69,038.36 | 14.37% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2,172 | $524,407.68 | $655,661.64 | $131,253.96 | 25.03% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 9,124 | $2.57M | $2.76M | $194,201.28 | 7.57% |
Bobby Adusumilli SJS Investment Consulting Inc. | 96 | $35,677.38 | $28,979.52 | -$6,697.86 | -18.77% |
Kea Molnar Cromwell Holdings LLC | 9 | $2,998.67 | $2,704.77 | -$293.9 | -9.8% |
David Spratt Badgley Phelps Wealth Managers LLC | 1,246 | $331,143.24 | $377,176.66 | $46,033.42 | 13.9% |
Ellen York T. Rowe Price Investment Management Inc. | 104,945 | $29.41M | $31.52M | $2.11M | 7.19% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,062 | $261,889.58 | $318,520.35 | $56,630.77 | 21.62% |