| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bridgewater Associates LP Bridgewater Associates LP | 33,528 | $18.21M | $18.14M | -$72,385.15 | -0.4% |
Field & Main Bank Field & Main Bank | 20 | $13,169.2 | $11,230.55 | -$1,938.65 | -14.72% |
Point72 Asset Management LP Point72 Asset Management LP | 262,905 | $144.27M | $143.86M | -$414,894.66 | -0.29% |
Red Spruce Capital Red Spruce Capital LLC | 1,554 | $507,492.23 | $845,888.82 | $338,396.59 | 66.68% |
SkyOak Wealth SkyOak Wealth LLC | 1,736 | $453,321.68 | $980,024.08 | $526,702.4 | 116.19% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 11,048 | $4.73M | $6.13M | $1.4M | 29.68% |
Christian McGill CFC Planning Co. LLC | 2,369 | $1.21M | $1.28M | $74,186.1 | 6.14% |
| YA Yinka Akinsola Blue Trust Inc. | 150 | $76,524.31 | $79,351.5 | $2,827.19 | 3.69% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 2,427 | $1.13M | $1.36M | $230,649.71 | 20.43% |
Jeff Ameen Spire Wealth Management | 239 | $152,551.67 | $130,776.02 | -$21,775.65 | -14.27% |
Michelle Dubey Yousif Capital Management LLC | 10,465 | $6.57M | $5.73M | -$841,627.5 | -12.81% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 824 | $509,311.92 | $445,940.56 | -$63,371.36 | -12.44% |
Kyle P. Smith NewEdge Wealth LLC | 5,843 | $3.64M | $3.18M | -$466,166.55 | -12.8% |
Joseph Castro Nuveen LLC | 484,519 | $216.13M | $256.32M | $40.19M | 18.59% |
| HP Hannah Perry Crestmont Private Wealth LLC | 1,153 | $570,478.26 | $628,396.53 | $57,918.27 | 10.15% |
Hannah Tackett Penobscot Wealth Management | 2,193 | $1.38M | $1.2M | -$175,808.08 | -12.78% |
Richard Slavik Newbridge Financial Services Group Inc. | 13 | $8,305.57 | $6,877.13 | -$1,428.44 | -17.2% |
Kimberly Cappellano Private Wealth Asset Management LLC | 27 | $11,339.07 | $14,649.66 | $3,310.59 | 29.2% |
Sima Elimelech Activest Wealth Management | 3 | $1,607.79 | $1,587.03 | -$20.76 | -1.29% |
Brian Baylis Bell Investment Advisors Inc. | 44 | $22,588.13 | $24,075.92 | $1,487.79 | 6.59% |