| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bridgewater Associates LP Bridgewater Associates LP | 24,555 | $1.88M | $1.66M | -$221,663.27 | -11.81% |
| YA Yinka Akinsola Blue Trust Inc. | 356 | $29,320.16 | $23,994.4 | -$5,325.76 | -18.16% |
| YL Yosef Levy Y.D. More Investments Ltd. | 211,353 | $6.61M | $14.31M | $7.7M | 116.52% |
Joseph Castro Nuveen LLC | 13,964 | $439,120.79 | $942,360.54 | $503,239.75 | 114.6% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 152 | $12,519 | $10,209.84 | -$2,309.16 | -18.45% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 100 | $8,236 | $6,627 | -$1,609 | -19.54% |
| DN Daniel Newman Noble Wealth Management PBC | 17 | $1,137 | $1,125.82 | -$11.18 | -0.98% |
| MAF MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 87 | $2,782 | $5,769.84 | $2,987.84 | 107.4% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 584 | $24,265 | $38,730.88 | $14,465.88 | 59.62% |