| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bridgewater Associates LP Bridgewater Associates LP | 1.2M | $86.37M | $79.38M | -$6.99M | -8.09% |
Field & Main Bank Field & Main Bank | 262 | $18,638.68 | $17,464.92 | -$1,173.76 | -6.3% |
| YA Yinka Akinsola Blue Trust Inc. | 627 | $37,404.43 | $41,802.09 | $4,397.66 | 11.76% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 44,938 | $2.86M | $3M | $132,020.01 | 4.61% |
Jeff Ameen Spire Wealth Management | 1,728 | $122,929.92 | $114,030.72 | -$8,899.2 | -7.24% |
Michelle Dubey Yousif Capital Management LLC | 128,265 | $8.57M | $8.46M | -$109,869.6 | -1.28% |
Kyle P. Smith NewEdge Wealth LLC | 5,195 | $372,533.45 | $344,896.05 | -$27,637.4 | -7.42% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,634 | $117,174.14 | $109,200.22 | -$7,973.92 | -6.81% |
Jessica Clark Caerus Investment Advisors LLC | 7,907 | $559,237.4 | $527,594.57 | -$31,642.83 | -5.66% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 36,529 | $2.6M | $2.43M | -$172,004.86 | -6.62% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,415 | $87,323.15 | $94,366.35 | $7,043.2 | 8.07% |
Joseph Castro Nuveen LLC | 5.15M | $326.89M | $343.58M | $16.7M | 5.11% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 14,737 | $933,243.93 | $983,252.64 | $50,008.71 | 5.36% |
Kevin B. Crawford JB Capital LLC | 22,610 | $1.8M | $1.51M | -$295,759.76 | -16.4% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,971 | $284,760.41 | $265,004.68 | -$19,755.73 | -6.94% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,458 | $152,666.61 | $162,744.18 | $10,077.57 | 6.6% |
Sima Elimelech Activest Wealth Management | 575 | $39,434.24 | $38,335.25 | -$1,098.99 | -2.79% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 11,851 | $787,707.11 | $790,461.7 | $2,754.59 | 0.35% |
Brian Baylis Bell Investment Advisors Inc. | 160 | $10,367.98 | $10,558.4 | $190.42 | 1.84% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 14,665 | $1.04M | $980,281.92 | -$62,996.71 | -6.04% |