| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chilton Investment Chilton Investment Co Inc. | 2,729 | $1.85M | $1.72M | -$123,580.33 | -6.7% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 5,721 | $2.12M | $3.61M | $1.49M | 70.1% |
Bridgewater Associates LP Bridgewater Associates LP | 21,316 | $11.12M | $13.45M | $2.33M | 20.96% |
Field & Main Bank Field & Main Bank | 2,750 | $722,193.99 | $1.75M | $1.03M | 142.88% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 580 | $245,855.4 | $367,836.01 | $121,980.61 | 49.61% |
Austin Private Wealth Austin Private Wealth LLC | 913 | $287,717.32 | $579,024.61 | $291,307.29 | 101.25% |
SkyOak Wealth SkyOak Wealth LLC | 2,000 | $533,373 | $1.27M | $735,027.02 | 137.81% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,196 | $465,004.61 | $759,244.72 | $294,240.11 | 63.28% |
Michael Corrigan Advocate Group LLC | 14,172 | $2.9M | $8.99M | $6.09M | 210.26% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 279 | $117,841.23 | $176,941.8 | $59,100.57 | 50.15% |
| YA Yinka Akinsola Blue Trust Inc. | 849 | $311,517.78 | $538,435.81 | $226,918.03 | 72.84% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 5,466 | $1.98M | $3.45M | $1.47M | 74.24% |
Jeff Ameen Spire Wealth Management | 880 | $403,456.85 | $558,096.01 | $154,639.16 | 38.33% |
Michelle Dubey Yousif Capital Management LLC | 15,930 | $3.55M | $10.1M | $6.55M | 184.4% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 2,429 | $635,026.37 | $1.54M | $905,445.45 | 142.58% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1,650 | $525,980.57 | $1.05M | $520,449.45 | 98.95% |
Kyle P. Smith NewEdge Wealth LLC | 10,517 | $5.11M | $6.77M | $1.66M | 32.45% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 542 | $281,185.38 | $342,029.09 | $60,843.71 | 21.64% |
Jessica Clark Caerus Investment Advisors LLC | 1,453 | $666,626.02 | $916,915.63 | $250,289.61 | 37.55% |
| CAL CSM Advisors LLC CSM Advisors LLC | 81,820 | $28.09M | $51.63M | $23.54M | 83.81% |