| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 57,768 | $1.2M | $2.34M | $1.14M | 94.76% |
| JM John Malone Amundi | 7.94M | $224.62M | $322.07M | $97.45M | 43.38% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 8,827 | $269,579.14 | $357,934.85 | $88,355.71 | 32.78% |
Bridgewater Associates LP Bridgewater Associates LP | 3.3M | $126.84M | $132.46M | $5.62M | 4.43% |
Point72 Asset Management LP Point72 Asset Management LP | 2.57M | $87.67M | $104.34M | $16.67M | 19.01% |
| YA Yinka Akinsola Blue Trust Inc. | 28,003 | $734,333.36 | $1.09M | $354,703.31 | 48.3% |
Richard Zito Flynn Zito Capital Management LLC | 9,404 | $310,163.38 | $388,338.18 | $78,174.8 | 25.2% |
James Bennett Marathon Asset Management Ltd. | 135,052 | $3.35M | $5.42M | $2.07M | 61.8% |
Kyle P. Smith NewEdge Wealth LLC | 40,902 | $1.06M | $1.64M | $583,173.36 | 54.96% |
Dipen Mehta Invst LLC | 10,594 | $423,063.28 | $429,427.79 | $6,364.51 | 1.5% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 7,700 | $252,329 | $299,453 | $47,124 | 18.68% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 17,497 | $560,522.31 | $704,254.25 | $143,731.94 | 25.64% |
Joseph Castro Nuveen LLC | 1.89M | $40.84M | $73.57M | $32.73M | 80.16% |
| MPM Mark P. Mennitt CenterBook Partners LP | 18,582 | $386,877.24 | $753,871.74 | $366,994.5 | 94.86% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 19,975 | $470,287.85 | $808,588 | $338,300.15 | 71.93% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 19,229 | $400,347.78 | $770,890.61 | $370,542.83 | 92.56% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,032 | $64,159.02 | $79,024.48 | $14,865.46 | 23.17% |
Christina Forster Pazienza Guardian Partners Inc. | 10,138 | $439,354.6 | $410,335.55 | -$29,019.05 | -6.6% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 14,934 | $619,984.31 | $604,080.3 | -$15,904.01 | -2.57% |
Brian Baylis Bell Investment Advisors Inc. | 97 | $4,115.23 | $3,933.35 | -$181.88 | -4.42% |