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Box Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 85 | $2,722.43 | $2,593.77 | -$128.66 | -4.73% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 340 | $8,044.44 | $10,426.1 | $2,381.66 | 29.61% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 30,995 | $943,526.88 | $948,756.95 | $5,230.07 | 0.55% |
| BG Bart Gancher Intech Investment Management LLC | 32,350 | $1.02M | $997,997.5 | -$19,329.27 | -1.9% |
 Point72 Asset Management LP Point72 Asset Management LP | 600,576 | $18.52M | $18.53M | $8,867.63 | 0.05% |
| YA Yinka Akinsola Blue Trust Inc. | 32,435 | $944,460.29 | $1M | $56,159.46 | 5.95% |
 Jeff Ameen Spire Wealth Management | 105 | $3,210.65 | $3,223.5 | $12.85 | 0.4% |
 Michelle Dubey Yousif Capital Management LLC | 37,347 | $1.06M | $1.15M | $88,380.51 | 8.31% |
 Joseph Castro Nuveen LLC | 909,665 | $28.49M | $28.06M | -$429,085.54 | -1.51% |
 Sima Elimelech Activest Wealth Management | 31 | $753.48 | $952.94 | $199.46 | 26.47% |
 Brian Baylis Bell Investment Advisors Inc. | 331 | $9,250.5 | $10,211.35 | $960.85 | 10.39% |
 Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $24.93 | $30.85 | $5.92 | 23.75% |
| JB John Brim Smith Group Asset Management LLC | 26,343 | $680,395.97 | $806,886.09 | $126,490.12 | 18.59% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 15,265 | $431,722.81 | $470,925.25 | $39,202.44 | 9.08% |
 Bobby Adusumilli SJS Investment Consulting Inc. | 7 | $201.52 | $209.58 | $8.06 | 4% |
 Christopher Moore Paralel Advisors LLC | 86,687 | $2.53M | $2.66M | $121,610.57 | 4.8% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 37 | $952.06 | $1,141.45 | $189.39 | 19.89% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 252,032 | $8.16M | $7.73M | -$437,647.9 | -5.36% |
 Penny A. Phillips Journey Strategic Wealth LLC | 10,402 | $245,903.28 | $318,717.28 | $72,814 | 29.61% |
 Ana-Maria Ignat Covestor Ltd | 1,789 | $53,072.2 | $55,190.65 | $2,118.45 | 3.99% |
