| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 50 | $7,244 | $7,480 | $236 | 3.26% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 150 | $24,972.16 | $22,443.75 | -$2,528.41 | -10.12% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 4,764 | $773,212.88 | $712,599.12 | -$60,613.76 | -7.84% |
Bridgewater Associates LP Bridgewater Associates LP | 1,772 | $246,202 | $264,976.02 | $18,774.02 | 7.63% |
Point72 Asset Management LP Point72 Asset Management LP | 40,138 | $6.49M | $5.98M | -$510,056.95 | -7.86% |
PAX Financial Group PAX Financial Group LLC | 1,597 | $253,995.41 | $238,807.39 | -$15,188.02 | -5.98% |
| YA Yinka Akinsola Blue Trust Inc. | 9 | $1,250.46 | $1,341.22 | $90.76 | 7.26% |
Jeff Ameen Spire Wealth Management | 85 | $16,191.65 | $12,300.35 | -$3,891.3 | -24.03% |
Jennifer Easley Gitterman Wealth Management LLC | 1,715 | $307,746.64 | $256,452.52 | -$51,294.12 | -16.67% |
Joseph Castro Nuveen LLC | 28,629 | $4.75M | $4.26M | -$487,011.46 | -10.25% |
| JDK James D. King Lindenwold Advisors Inc. | 1,250 | $231,047.5 | $186,487.5 | -$44,560 | -19.29% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 16,000 | $2.84M | $2.42M | -$422,170 | -14.86% |
Charles Hoeveler Norwood Investment Partners LP | 27,319 | $4.39M | $4.07M | -$323,030.27 | -7.36% |
Brian Baylis Bell Investment Advisors Inc. | 7 | $1,118.08 | $1,037.82 | -$80.26 | -7.18% |
Kea Molnar Cromwell Holdings LLC | 217 | $33,892.79 | $32,111.66 | -$1,781.13 | -5.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11 | $1,563.21 | $1,614.47 | $51.26 | 3.28% |
| HC Harry Cowley Stonegate Investment Group LLC | 1,631 | $251,207.08 | $240,328.01 | -$10,879.07 | -4.33% |
Albert Luong Canoe Financia LLP | 24,132 | $4.39M | $3.65M | -$740,563.5 | -16.87% |
Michael Byun SageView Advisory Group LLC | 72 | $11,199 | $10,704.24 | -$494.76 | -4.42% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 3,688 | $572,258.48 | $547,480.28 | -$24,778.2 | -4.33% |