| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 11,870 | $264,265.84 | $230,990.2 | -$33,275.64 | -12.59% |
Dodge & Cox Dodge & Cox Funds | 28.73M | $471.61M | $559.18M | $87.56M | 18.57% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 422,975 | $10.24M | $8.23M | -$2.01M | -19.6% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 273 | $5,983.39 | $5,312.58 | -$670.81 | -11.21% |
Vaughan Nelson Vaughan Nelson Investment Management LP | 1.36M | $32.95M | $27.61M | -$5.34M | -16.2% |
| BG Bart Gancher Intech Investment Management LLC | 121,735 | $2.6M | $2.37M | -$234,948.55 | -9.02% |
Bridgewater Associates LP Bridgewater Associates LP | 212,365 | $5.14M | $4.13M | -$1.01M | -19.59% |
| YA Yinka Akinsola Blue Trust Inc. | 60 | $194.75 | $1,167.6 | $972.85 | 499.54% |
Jeff Ameen Spire Wealth Management | 120 | $1,275.6 | $2,433.6 | $1,158 | 90.78% |
| MD Michelle Dubey Yousif Capital Management LLC | 69,709 | $956,069.52 | $1.41M | $457,629 | 47.87% |
Jessica Clark Caerus Investment Advisors LLC | 8,729 | $196,821.52 | $169,866.34 | -$26,955.18 | -13.7% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 50,625 | $1.15M | $985,162.5 | -$167,803.87 | -14.55% |
Joseph Castro Nuveen LLC | 418,582 | $9.13M | $8.15M | -$980,953.28 | -10.75% |
| SE Sima Elimelech Activest Wealth Management | 505 | $12,921.61 | $10,241.4 | -$2,680.21 | -20.74% |
Brian Baylis Bell Investment Advisors Inc. | 201 | $3,677.38 | $3,911.46 | $234.08 | 6.37% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 327,089 | $7.8M | $6.37M | -$1.44M | -18.44% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 25,269 | $585,413.2 | $512,455.32 | -$72,957.88 | -12.46% |
Bobby Adusumilli SJS Investment Consulting Inc. | 3,414 | $77,370.8 | $66,436.44 | -$10,934.36 | -14.13% |
Kea Molnar Cromwell Holdings LLC | 24 | $523 | $486.72 | -$36.28 | -6.94% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 462 | $1,283.11 | $8,990.52 | $7,707.41 | 600.68% |