| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dodge & Cox Dodge & Cox Funds | 15,000 | $26,550 | $32,475 | $5,925 | 22.32% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 29 | $69.31 | $62.78 | -$6.53 | -9.42% |
Richard S. Pzena Pzena Investment Management | 1.08M | $2.07M | $2.34M | $272,871.3 | 13.2% |
Point72 Asset Management LP Point72 Asset Management LP | 100,191 | $239,456 | $217,404.45 | -$22,051.55 | -9.21% |
| YA Yinka Akinsola Blue Trust Inc. | 62,290 | $115,951.02 | $135,163.07 | $19,212.05 | 16.57% |
| MD Michelle Dubey Yousif Capital Management LLC | 23,272 | $43,518.64 | $50,267.52 | $6,748.88 | 15.51% |
Jennifer Easley Gitterman Wealth Management LLC | 161,340 | $310,231.51 | $349,301.1 | $39,069.59 | 12.59% |
Brian Baylis Bell Investment Advisors Inc. | 1,020 | $1,978.8 | $2,213.4 | $234.6 | 11.86% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 17,445 | $37,484.28 | $37,855.65 | $371.37 | 0.99% |
| TH Thomas Herbert VPR Management LLC | 147,547 | $236,088.84 | $319,439.25 | $83,350.41 | 35.3% |
Ashish Sharma DGS Capital Management LLC | 51,523 | $95,124.98 | $111,804.91 | $16,679.93 | 17.53% |
| MH Michael Hogan Promethos Capital LLC | 1.39M | $3.33M | $3.02M | -$306,375.96 | -9.21% |
| LF Lukas Feh LGT Group Foundation | 34,085 | $59,989.6 | $73,282.75 | $13,293.15 | 22.16% |
| EM Erin Mccann Simplicity Wealth LLC | 11,294 | $22,734.64 | $24,169.16 | $1,434.52 | 6.31% |
Michael Byun SageView Advisory Group LLC | 854 | $1,708 | $1,831.83 | $123.83 | 7.25% |
| TK Taro Kuriyama Axq Capita LLP | 152,022 | $363,333.01 | $326,087.19 | -$37,245.82 | -10.25% |
| PDH Patrick D. Hayes Canopy Partners LLC | 15,632 | $28,460.78 | $33,374.32 | $4,913.54 | 17.26% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 19,052 | $38,104 | $40,676.02 | $2,572.02 | 6.75% |
Kevin Kroskey True Wealth Design LLC | 130 | $308.49 | $280.8 | -$27.69 | -8.98% |
Alexandra Stickelman Root Financial Partners, LLC | 33 | $79 | $70.78 | -$8.22 | -10.41% |