| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chilton Investment Chilton Investment Co Inc. | 42,901 | $3.56M | $4.34M | $788,073.11 | 22.17% |
Bridgewater Associates LP Bridgewater Associates LP | 35,135 | $3.24M | $3.64M | $399,568.51 | 12.35% |
| YA Yinka Akinsola Blue Trust Inc. | 3,730 | $355,476.41 | $385,644.7 | $30,168.29 | 8.49% |
Jeff Ameen Spire Wealth Management | 171 | $15,948.37 | $17,659.17 | $1,710.8 | 10.73% |
Michelle Dubey Yousif Capital Management LLC | 36,854 | $2.46M | $3.81M | $1.35M | 54.89% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 6,469 | $530,520.48 | $655,439.08 | $124,918.6 | 23.55% |
Kyle P. Smith NewEdge Wealth LLC | 32,225 | $2.51M | $3.34M | $830,641.89 | 33.12% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,640 | $666,360.8 | $790,740 | $124,379.2 | 18.67% |
Joseph Castro Nuveen LLC | 234,440 | $26.4M | $24.24M | -$2.16M | -8.18% |
Adam J. Peck Riverwater Partners LLC | 16,213 | $1.26M | $1.66M | $397,511.24 | 31.48% |
Sima Elimelech Activest Wealth Management | 8 | $700.57 | $827.12 | $126.55 | 18.06% |
Brian Baylis Bell Investment Advisors Inc. | 210 | $17,442.72 | $21,686.7 | $4,243.98 | 24.33% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $87.22 | $103.39 | $16.17 | 18.54% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 4,356 | $382,153.02 | $452,131.02 | $69,978 | 18.31% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 5,932 | $475,523.45 | $605,538.56 | $130,015.11 | 27.34% |
Bobby Adusumilli SJS Investment Consulting Inc. | 735 | $60,541.24 | $75,903.45 | $15,362.21 | 25.37% |
Kea Molnar Cromwell Holdings LLC | 38 | $3,381.95 | $3,926.35 | $544.4 | 16.1% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 2,450 | $213,689 | $248,111.5 | $34,422.5 | 16.11% |
Ellen York T. Rowe Price Investment Management Inc. | 709,175 | $69.69M | $72.48M | $2.8M | 4.01% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,221 | $463,041.61 | $540,947.81 | $77,906.2 | 16.82% |