| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 1,500 | $23,055.65 | $21,540 | -$1,515.65 | -6.57% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 160,210 | $2.14M | $2.3M | $157,005.8 | 7.32% |
| BG Bart Gancher Intech Investment Management LLC | 167,345 | $2.54M | $2.4M | -$137,312.24 | -5.41% |
Bridgewater Associates LP Bridgewater Associates LP | 55,990 | $749,146 | $804,016.4 | $54,870.4 | 7.32% |
| MD Michelle Dubey Yousif Capital Management LLC | 54,080 | $775,926.11 | $776,588.8 | $662.69 | 0.09% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 17,041 | $294,979.71 | $244,708.76 | -$50,270.95 | -17.04% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 19,308 | $286,925.67 | $277,262.88 | -$9,662.79 | -3.37% |
Joseph Castro Nuveen LLC | 729,160 | $10.14M | $10.47M | $334,523.55 | 3.3% |
Adam J. Peck Riverwater Partners LLC | 19,438 | $275,303.55 | $279,129.68 | $3,826.13 | 1.39% |
| SE Sima Elimelech Activest Wealth Management | 146 | $2,358 | $2,096.56 | -$261.44 | -11.09% |
Brian Baylis Bell Investment Advisors Inc. | 182 | $2,449.1 | $2,613.52 | $164.42 | 6.71% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $34.62 | $28.72 | -$5.9 | -17.04% |
Bobby Adusumilli SJS Investment Consulting Inc. | 401 | $6,195.45 | $5,758.36 | -$437.09 | -7.06% |
Kea Molnar Cromwell Holdings LLC | 23 | $308 | $330.28 | $22.28 | 7.23% |
| DH Dinan Hu R Squared Ltd | 17,142 | $255,831.53 | $246,159.12 | -$9,672.41 | -3.78% |
David Doumani PineStone Asset Management Inc. | 65,568 | $991,388.16 | $941,556.48 | -$49,831.68 | -5.03% |
Ana-Maria Ignat Covestor Ltd | 682 | $10,311.84 | $9,793.52 | -$518.32 | -5.03% |
| WTM W. Travis McKinney HB Wealth Management LLC | 10,451 | $161,467.95 | $150,076.36 | -$11,391.59 | -7.06% |
| WJ William Jollie Quent Capital LLC | 1,548 | $23,490.9 | $22,229.28 | -$1,261.62 | -5.37% |
| TK Taro Kuriyama Axq Capita LLP | 79,937 | $1.07M | $1.15M | $78,338.32 | 7.32% |