| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AC Adam Claypool First Community Trust Na | 300 | $3,341.32 | $4,269 | $927.68 | 27.76% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 16,954 | $171,708.26 | $240,916.34 | $69,208.08 | 40.31% |
Bridgewater Associates LP Bridgewater Associates LP | 262,313 | $3.44M | $3.73M | $284,609.55 | 8.27% |
Anthony Scaramucci SkyBridge Capital II LLC | 19,253 | $222,180 | $273,488.86 | $51,308.86 | 23.09% |
Point72 Asset Management LP Point72 Asset Management LP | 797,838 | $9.21M | $11.31M | $2.11M | 22.88% |
SkyOak Wealth SkyOak Wealth LLC | 41,426 | $398,723.34 | $588,456.33 | $189,732.99 | 47.59% |
| RR rosemary richard WCG Wealth Advisors LLC | 144,704 | $1.9M | $2.06M | $157,240.84 | 8.28% |
| YA Yinka Akinsola Blue Trust Inc. | 39,104 | $431,860.63 | $554,494.72 | $122,634.09 | 28.4% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 110,337 | $1.19M | $1.56M | $371,535.12 | 31.14% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 21,163 | $238,048.09 | $300,620.41 | $62,572.32 | 26.29% |
Jeff Ameen Spire Wealth Management | 26,744 | $317,191.34 | $379,229.92 | $62,038.58 | 19.56% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 12,439 | $153,267.67 | $177,006.97 | $23,739.3 | 15.49% |
| MD Michelle Dubey Yousif Capital Management LLC | 561,621 | $11.03M | $7.97M | -$3.06M | -27.74% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 13,332 | $182,232.18 | $189,381.06 | $7,148.88 | 3.92% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 50 | $621 | $709.25 | $88.25 | 14.21% |
Kyle P. Smith NewEdge Wealth LLC | 12,788 | $167,778.56 | $181,333.84 | $13,555.28 | 8.08% |
| DM Dipen Mehta Invst LLC | 63,040 | $727,481.6 | $896,113.6 | $168,632 | 23.18% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,563 | $151,706.56 | $164,368.04 | $12,661.48 | 8.35% |
Kasey Fegan Corsicana & Co. | 1,990 | $29,643.1 | $28,287.85 | -$1,355.25 | -4.57% |
| TCL Therese C.D. Linden Bank of New Hampshire | 378 | $6,391.98 | $5,418.63 | -$973.35 | -15.23% |