| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 2,915 | $339,746.11 | $346,331.15 | $6,585.04 | 1.94% |
Bridgewater Associates LP Bridgewater Associates LP | 36,456 | $4.12M | $4.36M | $233,682.93 | 5.67% |
Point72 Asset Management LP Point72 Asset Management LP | 338,518 | $45.15M | $40.22M | -$4.93M | -10.91% |
| YA Yinka Akinsola Blue Trust Inc. | 2,681 | $288,880.9 | $330,647.73 | $41,766.83 | 14.46% |
Jeff Ameen Spire Wealth Management | 349 | $34,714.7 | $41,464.69 | $6,749.99 | 19.44% |
Michelle Dubey Yousif Capital Management LLC | 28,251 | $1.41M | $3.36M | $1.95M | 138.63% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 7,885 | $519,590.58 | $940,089.12 | $420,498.54 | 80.93% |
Kyle P. Smith NewEdge Wealth LLC | 2,430 | $218,891.45 | $289,097.1 | $70,205.65 | 32.07% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 2,753 | $217,223.1 | $339,527.49 | $122,304.39 | 56.3% |
Joseph Castro Nuveen LLC | 381,295 | $43.82M | $47.03M | $3.2M | 7.31% |
Sima Elimelech Activest Wealth Management | 1 | $146.74 | $123.33 | -$23.41 | -15.95% |
Brian Baylis Bell Investment Advisors Inc. | 265 | $16,076.56 | $31,484.65 | $15,408.09 | 95.84% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 12,038 | $854,129.27 | $1.43M | $576,105.51 | 67.45% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $146.74 | $123.33 | -$23.41 | -15.95% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,036 | $117,016.25 | $241,897.16 | $124,880.91 | 106.72% |
Kea Molnar Cromwell Holdings LLC | 15 | $1,661 | $1,787.17 | $126.17 | 7.6% |
Lindsay Voak Greenland Capital Management LP | 1,500 | $179,520 | $182,175 | $2,655 | 1.48% |
Ellen York T. Rowe Price Investment Management Inc. | 2.14M | $282.22M | $262.91M | -$19.31M | -6.84% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,310 | $261,030.22 | $396,124.25 | $135,094.03 | 51.75% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 14,871 | $934,830.55 | $1.83M | $899,209.88 | 96.19% |