| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 349 | $58,042 | $49,153.16 | -$8,888.84 | -15.31% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 51 | $5,527.19 | $7,069.84 | $1,542.65 | 27.91% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 26,856 | $4.27M | $3.75M | -$520,192.48 | -12.18% |
Bridgewater Associates LP Bridgewater Associates LP | 1,514 | $176,956.33 | $211,051.6 | $34,095.27 | 19.27% |
Point72 Asset Management LP Point72 Asset Management LP | 123,502 | $20.54M | $17.54M | -$3M | -14.61% |
SkyOak Wealth SkyOak Wealth LLC | 1,334 | $226,820.02 | $185,959.6 | -$40,860.42 | -18.01% |
| YA Yinka Akinsola Blue Trust Inc. | 469 | $79,051 | $66,602.69 | -$12,448.31 | -15.75% |
| MD Michelle Dubey Yousif Capital Management LLC | 8,109 | $698,972.49 | $1.15M | $450,640.44 | 64.47% |
Kyle P. Smith NewEdge Wealth LLC | 10,712 | $1.87M | $1.52M | -$347,860.73 | -18.61% |
Joseph Castro Nuveen LLC | 52,093 | $9M | $7.38M | -$1.63M | -18.07% |
Adam J. Peck Riverwater Partners LLC | 33,976 | $4.35M | $4.81M | $461,872.35 | 10.62% |
| SE Sima Elimelech Activest Wealth Management | 18 | $2,993.58 | $2,551.86 | -$441.72 | -14.76% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 10,321 | $1.09M | $1.46M | $374,291.06 | 34.32% |
Brian Baylis Bell Investment Advisors Inc. | 42 | $5,247.87 | $5,957.7 | $709.83 | 13.53% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3,526 | $493,322.66 | $500,210.35 | $6,887.69 | 1.4% |
Bobby Adusumilli SJS Investment Consulting Inc. | 342 | $68,767.7 | $48,517.28 | -$20,250.42 | -29.45% |
Kea Molnar Cromwell Holdings LLC | 7 | $1,247 | $978.58 | -$268.42 | -21.53% |
Ashish Sharma DGS Capital Management LLC | 5,185 | $769,443.58 | $735,561.73 | -$33,881.85 | -4.4% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1 | $219.52 | $140.99 | -$78.53 | -35.77% |
Clint Dunn Beaird Harris Wealth Management LLC | 15 | $2,098.65 | $2,126.55 | $27.9 | 1.33% |