| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bridgewater Associates LP Bridgewater Associates LP | 880,516 | $69.26M | $85.67M | $16.4M | 23.68% |
Austin Private Wealth Austin Private Wealth LLC | 9,004 | $499,271.8 | $829,448.48 | $330,176.68 | 66.13% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 11,066 | $748,409.86 | $1.02M | $270,990.06 | 36.21% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 29,073 | $1.73M | $2.73M | $995,190.56 | 57.5% |
| YA Yinka Akinsola Blue Trust Inc. | 91,786 | $5.4M | $8.46M | $3.05M | 56.45% |
Jeff Ameen Spire Wealth Management | 3,881 | $222,871.41 | $357,517.72 | $134,646.31 | 60.41% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 6,142 | $392,873.36 | $565,801.04 | $172,927.68 | 44.02% |
Donna Rittershausen Koss-Olinger Consulting LLC | 3,464 | $354,367.2 | $328,110.08 | -$26,257.12 | -7.41% |
Kyle P. Smith NewEdge Wealth LLC | 4,676 | $478,354.8 | $442,910.72 | -$35,444.08 | -7.41% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,225 | $294,457.5 | $313,760.25 | $19,302.75 | 6.56% |
Ben Rothwell Keystone Financial Services | 3,529 | $199,362.05 | $325,091.48 | $125,729.43 | 63.07% |
Dipen Mehta Invst LLC | 7,647 | $782,288.1 | $743,976.63 | -$38,311.47 | -4.9% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 39,185 | $2.84M | $3.61M | $766,185.51 | 26.94% |
| TCL Therese C.D. Linden Bank of New Hampshire | 2,055 | $119,559.9 | $189,306.6 | $69,746.7 | 58.34% |
Joseph Castro Nuveen LLC | 2,392 | $244,636 | $224,273.92 | -$20,362.08 | -8.32% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 29,233 | $1.77M | $2.69M | $922,266.1 | 52.09% |
| KRB Kyle R. Bubeck Systelligence LLC | 76,166 | $7.79M | $7.02M | -$775,369.88 | -9.95% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 5,572 | $426,962.01 | $513,292.64 | $86,330.63 | 20.22% |
Brian Baylis Bell Investment Advisors Inc. | 322 | $18,031.77 | $30,499.84 | $12,468.07 | 69.15% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 42,562 | $2.08M | $3.92M | $1.84M | 88.65% |