| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bridgewater Associates LP Bridgewater Associates LP | 29,155 | $1.52M | $1.65M | $130,301.4 | 8.6% |
| YA Yinka Akinsola Blue Trust Inc. | 6,829 | $278,809.74 | $374,980.39 | $96,170.65 | 34.49% |
Michelle Dubey Yousif Capital Management LLC | 19,123 | $713,397.54 | $1.08M | $366,478.27 | 51.37% |
Joseph Castro Nuveen LLC | 10,504 | $586,261.73 | $576,774.64 | -$9,487.09 | -1.62% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 11,613 | $381,835.44 | $649,805.41 | $267,969.97 | 70.18% |
Brian Baylis Bell Investment Advisors Inc. | 61 | $2,645.74 | $3,444.67 | $798.93 | 30.2% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $55.22 | $54.91 | -$0.31 | -0.56% |
Bobby Adusumilli SJS Investment Consulting Inc. | 105 | $5,538.42 | $5,929.35 | $390.93 | 7.06% |
Ashish Sharma DGS Capital Management LLC | 72,314 | $3.25M | $4.06M | $814,739.24 | 25.1% |
Candace Cavalier Congress Wealth Management LLC / DE / | 19,912 | $829,425.44 | $1.12M | $293,611.36 | 35.4% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 17,183 | $591,628.19 | $965,340.94 | $373,712.75 | 63.17% |
Ana-Maria Ignat Covestor Ltd | 212 | $8,168.09 | $11,971.64 | $3,803.55 | 46.57% |
Kathleen Thornhill Confluence Wealth Services Inc. | 9,161 | $505,870.42 | $511,825.07 | $5,954.65 | 1.18% |
Samantha Pierangeli City State Bank | 635 | $23,056.85 | $35,544.12 | $12,487.27 | 54.16% |
William Jollie Quent Capital LLC | 35 | $1,819.65 | $1,976.45 | $156.8 | 8.62% |
| KB Kimberly Byrne Bill Few Associates Inc. | 7,683 | $434,212.93 | $422,949.14 | -$11,263.79 | -2.59% |
Penny Paul Andina Capital Management LLC | 3,942 | $223,550.66 | $222,072.57 | -$1,478.09 | -0.66% |
Timothy Gerlach Novem Group | 20,231 | $918,920.78 | $1.13M | $213,205.98 | 23.2% |
Daniel Ronan Catalyst Financial Partners LLC | 6,187 | $350,865.09 | $346,781.35 | -$4,083.74 | -1.16% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,634 | $205,378.88 | $261,681.98 | $56,303.1 | 27.41% |