| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 51 | $5,527.19 | $8,171.73 | $2,644.54 | 47.85% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 33,556 | $5.22M | $5.44M | $222,054.29 | 4.25% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 2,492 | $348,882.7 | $402,283.56 | $53,400.86 | 15.31% |
| CD Charlie Durham Sterling Capital Management LLC | 630 | $108,687.66 | $100,944.9 | -$7,742.76 | -7.12% |
| JM John Malone Amundi | 94,133 | $15.41M | $15.2M | -$217,773.36 | -1.41% |
Bridgewater Associates LP Bridgewater Associates LP | 1,518 | $177,528.77 | $246,098.16 | $68,569.39 | 38.62% |
SkyOak Wealth SkyOak Wealth LLC | 1,513 | $252,193.27 | $243,169.36 | -$9,023.91 | -3.58% |
| YA Yinka Akinsola Blue Trust Inc. | 551 | $90,674.5 | $88,286.73 | -$2,387.77 | -2.63% |
Michelle Dubey Yousif Capital Management LLC | 7,291 | $628,861.71 | $1.18M | $548,124.42 | 87.16% |
Kyle P. Smith NewEdge Wealth LLC | 13,078 | $2.2M | $2.12M | -$84,900.89 | -3.85% |
Joseph Castro Nuveen LLC | 72,577 | $11.93M | $11.63M | -$304,639.12 | -2.55% |
Adam J. Peck Riverwater Partners LLC | 34,870 | $4.48M | $5.62M | $1.15M | 25.64% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 10,321 | $1.09M | $1.66M | $574,054.02 | 52.64% |
Brian Baylis Bell Investment Advisors Inc. | 28 | $3,765.19 | $4,520.04 | $754.85 | 20.05% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2,327 | $325,570.57 | $375,647.61 | $50,077.04 | 15.38% |
Bobby Adusumilli SJS Investment Consulting Inc. | 52 | $8,815.52 | $8,394.36 | -$421.16 | -4.78% |
Kea Molnar Cromwell Holdings LLC | 4 | $680 | $647.92 | -$32.08 | -4.72% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 1,902 | $272,195 | $305,841.6 | $33,646.6 | 12.36% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,110 | $445,072 | $504,131 | $59,059 | 13.27% |
Ashish Sharma DGS Capital Management LLC | 5,185 | $769,443.58 | $833,799.85 | $64,356.27 | 8.36% |