| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,098 | $406,890.42 | $354,804.84 | -$52,085.58 | -12.8% |
Bridgewater Associates LP Bridgewater Associates LP | 336,573 | $34.89M | $29.13M | -$5.77M | -16.52% |
Point72 Asset Management LP Point72 Asset Management LP | 269,381 | $26.78M | $23.32M | -$3.46M | -12.91% |
SkyOak Wealth SkyOak Wealth LLC | 2,097 | $212,572.89 | $180,876.73 | -$31,696.16 | -14.91% |
Asio Capital Asio Capital LLC | 39,552 | $1.95M | $3.44M | $1.49M | 76.51% |
| YA Yinka Akinsola Blue Trust Inc. | 1,586 | $218,565.54 | $131,352.52 | -$87,213.02 | -39.9% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 3,148 | $491,938.38 | $268,933.64 | -$223,004.74 | -45.33% |
Jeff Ameen Spire Wealth Management | 4,085 | $406,449.37 | $353,679.3 | -$52,770.07 | -12.98% |
Michelle Dubey Yousif Capital Management LLC | 15,044 | $793,226.28 | $1.3M | $509,283.24 | 64.2% |
Kyle P. Smith NewEdge Wealth LLC | 12,365 | $2.19M | $1.08M | -$1.11M | -50.72% |
Jessica Clark Caerus Investment Advisors LLC | 3,456 | $358,283.52 | $296,542.08 | -$61,741.44 | -17.23% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,870 | $492,070.82 | $424,274.4 | -$67,796.42 | -13.78% |
Joseph Castro Nuveen LLC | 758,495 | $83.12M | $62.82M | -$20.3M | -24.42% |
Richard Slavik Newbridge Financial Services Group Inc. | 84 | $8,708.28 | $6,956.88 | -$1,751.4 | -20.11% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,458 | $186,474.78 | $124,556.94 | -$61,917.84 | -33.2% |
Kimberly Cappellano Private Wealth Asset Management LLC | 198 | $22,138.66 | $17,077.5 | -$5,061.16 | -22.86% |
Sima Elimelech Activest Wealth Management | 255 | $26,412.85 | $21,119.1 | -$5,293.75 | -20.04% |
Brian Baylis Bell Investment Advisors Inc. | 146 | $13,217.24 | $12,640.68 | -$576.56 | -4.36% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 4,645 | $481,547.18 | $396,450.75 | -$85,096.43 | -17.67% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 807,680 | $93.68M | $69.93M | -$23.75M | -25.36% |