| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DJY David J. Yucius. Jr. Aurora Investment Counsel | 13,444 | $1.84M | $1.44M | -$394,865.83 | -21.49% |
| CD Charlie Durham Sterling Capital Management LLC | 869 | $111,566.04 | $93,235.01 | -$18,331.03 | -16.43% |
| JM John Malone Amundi | 1.37M | $214.32M | $146.61M | -$67.71M | -31.59% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 11,275 | $960,377 | $1.21M | $249,317.75 | 25.96% |
Bridgewater Associates LP Bridgewater Associates LP | 28,963 | $2.3M | $3.09M | $791,848.42 | 34.45% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 24,299 | $2.55M | $2.61M | $60,179.27 | 2.36% |
| YA Yinka Akinsola Blue Trust Inc. | 224 | $30,254.67 | $24,032.96 | -$6,221.71 | -20.56% |
Jeff Ameen Spire Wealth Management | 120 | $21,253.07 | $12,872.4 | -$8,380.67 | -39.43% |
Michelle Dubey Yousif Capital Management LLC | 15,223 | $1.14M | $1.63M | $496,825.6 | 43.72% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,553 | $202,580.55 | $271,907.26 | $69,326.71 | 34.22% |
Jessica Clark Caerus Investment Advisors LLC | 2,529 | $200,676.15 | $267,593.49 | $66,917.34 | 33.35% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,417 | $350,488.95 | $473,060.7 | $122,571.75 | 34.97% |
| YL Yosef Levy Y.D. More Investments Ltd. | 276 | $21,900.6 | $28,970.34 | $7,069.74 | 32.28% |
Joseph Castro Nuveen LLC | 510,850 | $80.11M | $54.81M | -$25.3M | -31.58% |
Richard Slavik Newbridge Financial Services Group Inc. | 1 | $95.51 | $107.29 | $11.78 | 12.33% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,625 | $449,790 | $383,561.25 | -$66,228.75 | -14.72% |
Kimberly Cappellano Private Wealth Asset Management LLC | 10 | $1,368.33 | $1,066.4 | -$301.93 | -22.07% |
Sima Elimelech Activest Wealth Management | 184 | $15,539.73 | $19,741.36 | $4,201.63 | 27.04% |
Brian Baylis Bell Investment Advisors Inc. | 57 | $6,201.27 | $6,115.53 | -$85.74 | -1.38% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 5,430 | $597,677.78 | $572,104.8 | -$25,572.98 | -4.28% |