| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dodge & Cox Dodge & Cox Funds | 18.56M | $85.01M | $157.75M | $72.74M | 85.57% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 2 | $14.15 | $17 | $2.85 | 20.14% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 95 | $796.1 | $806.07 | $9.97 | 1.25% |
Richard S. Pzena Pzena Investment Management | 225,157 | $1.3M | $1.91M | $614,840.02 | 47.33% |
| CD Carine Duboscq Groupama Asset Managment | 129,074 | $780,897.7 | $1.1M | $316,231.3 | 40.5% |
Daniel Russell Naviter Wealth LLC | 78,193 | $545,493.08 | $663,076.64 | $117,583.56 | 21.56% |
| YA Yinka Akinsola Blue Trust Inc. | 52,882 | $317,994.13 | $448,703.77 | $130,709.64 | 41.1% |
Jeff Ameen Spire Wealth Management | 60,259 | $375,838.52 | $509,188.55 | $133,350.03 | 35.48% |
| MD Michelle Dubey Yousif Capital Management LLC | 65,655 | $255,963.28 | $544,936.5 | $288,973.22 | 112.9% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 102,640 | $838,635.24 | $870,900.4 | $32,265.16 | 3.85% |
Kyle P. Smith NewEdge Wealth LLC | 28,062 | $181,033.91 | $238,106.07 | $57,072.16 | 31.53% |
Joseph Castro Nuveen LLC | 125,567 | $690,618.5 | $1.06M | $374,189.66 | 54.18% |
| MPM Mark P. Mennitt CenterBook Partners LP | 10,025 | $84,009.5 | $85,012 | $1,002.5 | 1.19% |
| SE Sima Elimelech Activest Wealth Management | 396 | $3,318.48 | $3,286.8 | -$31.68 | -0.95% |
Brian Baylis Bell Investment Advisors Inc. | 1,760 | $12,622.22 | $14,942.4 | $2,320.18 | 18.38% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 54,774 | $372,890.22 | $466,126.74 | $93,236.52 | 25% |
| TH Thomas Herbert VPR Management LLC | 438,013 | $1.89M | $3.71M | $1.82M | 96.25% |
Ashish Sharma DGS Capital Management LLC | 10,353 | $76,148.06 | $88,104.03 | $11,955.97 | 15.7% |
Candace Cavalier Congress Wealth Management LLC / DE / | 50,772.55 | $315,973.12 | $431,312.83 | $115,339.71 | 36.5% |
| LF Lukas Feh LGT Group Foundation | 40,153 | $311,605.12 | $336,080.61 | $24,475.49 | 7.85% |