| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JM John Malone Amundi | 16.68M | $192.09M | $205.27M | $13.19M | 6.87% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 112,118 | $1.47M | $1.38M | -$88,400.05 | -6.02% |
Bridgewater Associates LP Bridgewater Associates LP | 155,958 | $2.05M | $1.91M | -$131,784.54 | -6.44% |
SkyOak Wealth SkyOak Wealth LLC | 41,428 | $398,751.14 | $501,278.8 | $102,527.66 | 25.71% |
| RR rosemary richard WCG Wealth Advisors LLC | 147,630 | $1.94M | $1.78M | -$160,009.38 | -8.25% |
| YA Yinka Akinsola Blue Trust Inc. | 27,138 | $297,515.76 | $334,068.78 | $36,553.02 | 12.29% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 112,530 | $1.22M | $1.36M | $132,460.26 | 10.83% |
Richard Zito Flynn Zito Capital Management LLC | 18,637 | $206,932.27 | $225,507.7 | $18,575.43 | 8.98% |
Jeff Ameen Spire Wealth Management | 28,575 | $342,642.24 | $351,758.25 | $9,116.01 | 2.66% |
Drew Waldron Canvas Wealth Advisors LLC | 13,137 | $162,969.87 | $158,957.7 | -$4,012.17 | -2.46% |
Michelle Dubey Yousif Capital Management LLC | 516,670 | $10.09M | $6.36M | -$3.73M | -37% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 13,332 | $182,232.18 | $164,450.22 | -$17,781.96 | -9.76% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 50 | $621 | $605 | -$16 | -2.58% |
Kyle P. Smith NewEdge Wealth LLC | 15,869 | $210,604.46 | $195,268.04 | -$15,336.42 | -7.28% |
Matthew Carney Nfj Investment Group LLC | 1.48M | $20.62M | $17.95M | -$2.67M | -12.95% |
Dipen Mehta Invst LLC | 62,880 | $725,635.2 | $757,704 | $32,068.8 | 4.42% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 90,212 | $1.24M | $1.11M | -$135,771.12 | -10.91% |
Kasey Fegan Corsicana & Co. | 1,740 | $25,959.6 | $20,967 | -$4,992.6 | -19.23% |
| TCL Therese C.D. Linden Bank of New Hampshire | 377 | $6,375.07 | $4,542.85 | -$1,832.22 | -28.74% |
Joseph Castro Nuveen LLC | 11.26M | $117.18M | $138.9M | $21.72M | 18.54% |