| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RAS Robert A. Saperstein Guggenheim Capital LLC | 79,121 | $761,611.46 | $801,495.73 | $39,884.27 | 5.24% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 59,243 | $489,347.18 | $588,875.42 | $99,528.24 | 20.34% |
| CD Charlie Durham Sterling Capital Management LLC | 86,415 | $910,319.75 | $836,497.2 | -$73,822.55 | -8.11% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 25,321 | $182,305.97 | $251,690.74 | $69,384.77 | 38.06% |
Bridgewater Associates LP Bridgewater Associates LP | 403,127 | $3.76M | $4.02M | $260,016.83 | 6.91% |
Point72 Asset Management LP Point72 Asset Management LP | 9.26M | $88.8M | $92.09M | $3.28M | 3.7% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 12,089 | $121,010.5 | $121,434 | $423.5 | 0.35% |
Daniel Russell Naviter Wealth LLC | 72,071 | $721,701.87 | $725,034.26 | $3,332.39 | 0.46% |
| YA Yinka Akinsola Blue Trust Inc. | 98,875 | $952,206.12 | $957,110 | $4,903.88 | 0.52% |
Jeff Ameen Spire Wealth Management | 4,358 | $41,763.89 | $43,318.52 | $1,554.63 | 3.72% |
Kyle P. Smith NewEdge Wealth LLC | 84,393 | $709,283.07 | $840,976.24 | $131,693.17 | 18.57% |
Kasey Fegan Corsicana & Co. | 125 | $1,121.25 | $1,256.87 | $135.62 | 12.1% |
| TCL Therese C.D. Linden Bank of New Hampshire | 200 | $1,822 | $2,007 | $185 | 10.15% |
Joseph Castro Nuveen LLC | 15.33M | $150.32M | $148.42M | -$1.9M | -1.26% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1.05M | $10.52M | $10.57M | $47,290.81 | 0.45% |
Richard Slavik Newbridge Financial Services Group Inc. | 126 | $1,235.67 | $1,219.68 | -$15.99 | -1.29% |
Kimberly Cappellano Private Wealth Asset Management LLC | 230 | $2,366.99 | $2,293.1 | -$73.89 | -3.12% |
Christina Forster Pazienza Guardian Partners Inc. | 1,000 | $9,330 | $10,050 | $720 | 7.72% |
Brian Baylis Bell Investment Advisors Inc. | 550 | $5,350.86 | $5,467 | $116.14 | 2.17% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 47,788 | $459,945.92 | $475,012.72 | $15,066.8 | 3.28% |