| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 4,029 | $37,754.98 | $42,349.62 | $4,594.64 | 12.17% |
Dodge & Cox Dodge & Cox Funds | 6.68M | $61.72M | $70.24M | $8.52M | 13.81% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 300 | $3,312 | $3,153.36 | -$158.64 | -4.79% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,503 | $17,630.19 | $15,849.13 | -$1,781.06 | -10.1% |
Seth A. Klarman The Baupost Group | 13.4M | $130.74M | $141.01M | $10.26M | 7.85% |
Point72 Asset Management LP Point72 Asset Management LP | 226,611 | $2.66M | $2.39M | -$268,534.02 | -10.1% |
Joseph Castro Nuveen LLC | 238,745 | $2.86M | $2.51M | -$348,046.01 | -12.19% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 31,763 | $357,482.45 | $329,382.31 | -$28,100.14 | -7.86% |
| SE Sima Elimelech Activest Wealth Management | 5 | $55.2 | $52.15 | -$3.05 | -5.53% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 63 | $614.88 | $635.67 | $20.79 | 3.38% |
Bobby Adusumilli SJS Investment Consulting Inc. | 36 | $426.6 | $376.28 | -$50.32 | -11.8% |
Amir Ali Monsefi Aire Advisors LLC | 57,000 | $636,958.5 | $592,800 | -$44,158.5 | -6.93% |
| WJ William Jollie Quent Capital LLC | 157 | $1,779.67 | $1,634.37 | -$145.3 | -8.16% |
Michael Byun SageView Advisory Group LLC | 4,000 | $44,160 | $41,640 | -$2,520 | -5.71% |
| TIM Tevis Investment Management Tevis Investment Management | 22,541 | $227,484.19 | $233,862.87 | $6,378.68 | 2.8% |
| DP Drew Phillips Fortitude Family Office LLC | 110 | $1,218.32 | $1,145.65 | -$72.67 | -5.96% |
Kun Gao Sherbrooke Park Advisers LLC | 10,433 | $122,587.88 | $108,868.35 | -$13,719.53 | -11.19% |
Kevin Kroskey True Wealth Design LLC | 102 | $1,130.08 | $1,063.86 | -$66.22 | -5.86% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 460 | $5,078.62 | $4,804.7 | -$273.92 | -5.39% |
Alexandra Stickelman Root Financial Partners, LLC | 595 | $6,986.62 | $6,214.77 | -$771.85 | -11.05% |