| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 14,338.5 | $428,552.52 | $520,917.7 | $92,365.18 | 21.55% |
| CD Charlie Durham Sterling Capital Management LLC | 13,619 | $521,607.7 | $494,369.7 | -$27,238 | -5.22% |
| JM John Malone Amundi | 2.77M | $94.56M | $101.72M | $7.16M | 7.57% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 9,531 | $405,925.29 | $350,836.11 | -$55,089.18 | -13.57% |
Bill Ackman Pershing Square Capital Management LP | 59.7M | $2.06B | $2.15B | $95.08M | 4.62% |
Point72 Asset Management LP Point72 Asset Management LP | 633,708 | $26.99M | $23.33M | -$3.66M | -13.55% |
Washburn Capital Management Washburn Capital Management Inc. | 6,525 | $249,907.5 | $236,824.87 | -$13,082.63 | -5.23% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 257,967 | $6.23M | $9.27M | $3.04M | 48.76% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 6,093 | $215,893.27 | $219,043.35 | $3,150.08 | 1.46% |
| YA Yinka Akinsola Blue Trust Inc. | 667 | $26,483.95 | $24,285.47 | -$2,198.48 | -8.3% |
Jeff Ameen Spire Wealth Management | 396 | $15,166.8 | $14,448.06 | -$718.74 | -4.74% |
Drew Waldron Canvas Wealth Advisors LLC | 4,779 | $203,537.61 | $175,245.93 | -$28,291.68 | -13.9% |
James Bennett Marathon Asset Management Ltd. | 1.71M | $35.76M | $62.08M | $26.32M | 73.61% |
Kyle P. Smith NewEdge Wealth LLC | 11,895 | $543,839.4 | $434,226.97 | -$109,612.43 | -20.16% |
| CAL CSM Advisors LLC CSM Advisors LLC | 65,000 | $2.63M | $2.34M | -$293,800 | -11.17% |
Dipen Mehta Invst LLC | 27,095 | $1.1M | $974,065.25 | -$122,469.4 | -11.17% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 16,564 | $729,570.33 | $605,414.2 | -$124,156.13 | -17.02% |
Saleha Haji Laurus Global Equity Management Inc. | 5,459 | $146,028.25 | $197,670.39 | $51,642.14 | 35.36% |
Joseph Castro Nuveen LLC | 128,245 | $5.29M | $4.73M | -$558,379.16 | -10.56% |
Beatriz Gutierrez Junco CV Advisors LLC | 8,100 | $344,979 | $291,195 | -$53,784 | -15.59% |