| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CD Charlie Durham Sterling Capital Management LLC | 18,762 | $1.19M | $1.44M | $245,441.96 | 20.58% |
| JM John Malone Amundi | 1.18M | $80.82M | $92.43M | $11.61M | 14.37% |
| PC Patty Conover Knightsbridge Asset Management LLC | 5,933 | $363,058.74 | $454,764.45 | $91,705.71 | 25.26% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 10,562 | $701,501.29 | $824,680.96 | $123,179.67 | 17.56% |
Bridgewater Associates LP Bridgewater Associates LP | 22,355 | $1.28M | $1.72M | $441,412.33 | 34.54% |
Point72 Asset Management LP Point72 Asset Management LP | 32,600 | $1.6M | $2.55M | $942,139.87 | 58.76% |
Red Spruce Capital Red Spruce Capital LLC | 53,907 | $2.39M | $4.18M | $1.79M | 74.64% |
SkyOak Wealth SkyOak Wealth LLC | 2,475 | $231,808.5 | $191,565 | -$40,243.5 | -17.36% |
| YA Yinka Akinsola Blue Trust Inc. | 8,103 | $448,430.31 | $621,094.95 | $172,664.64 | 38.5% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 2,359 | $138,557.52 | $179,331.18 | $40,773.66 | 29.43% |
Jeff Ameen Spire Wealth Management | 1,470 | $102,018 | $114,777.6 | $12,759.6 | 12.51% |
Michelle Dubey Yousif Capital Management LLC | 61,616 | $2.64M | $4.81M | $2.17M | 82.45% |
Michael Puryear Westwood Wealth Management | 4,750 | $315,780 | $358,007.5 | $42,227.5 | 13.37% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 8,910 | $432,733.93 | $697,118.4 | $264,384.47 | 61.1% |
Kyle P. Smith NewEdge Wealth LLC | 38,429 | $2.13M | $2.97M | $841,568.3 | 39.47% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,240 | $82,435.2 | $96,319.23 | $13,884.03 | 16.84% |
Jessica Clark Caerus Investment Advisors LLC | 5,863 | $406,892.2 | $451,656.2 | $44,764 | 11% |
| CAL CSM Advisors LLC CSM Advisors LLC | 539,602 | $29.13M | $41.32M | $12.19M | 41.85% |
Shad Lamm Keystone Wealth Services LLC | 9,551 | $476,528.06 | $735,761.28 | $259,233.22 | 54.4% |
Dipen Mehta Invst LLC | 16,890 | $718,237.06 | $1.3M | $582,124.04 | 81.05% |