| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 224 | $37,253.32 | $33,779.2 | -$3,474.12 | -9.33% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 51 | $5,527.19 | $7,363.38 | $1,836.19 | 33.22% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 33,556 | $5.22M | $5.12M | -$103,438.91 | -1.98% |
| JM John Malone Amundi | 174,617 | $22.81M | $25.58M | $2.77M | 12.15% |
Bridgewater Associates LP Bridgewater Associates LP | 1,518 | $177,528.77 | $218,895.6 | $41,366.83 | 23.3% |
SkyOak Wealth SkyOak Wealth LLC | 1,513 | $252,193.27 | $219,899.42 | -$32,293.85 | -12.81% |
| YA Yinka Akinsola Blue Trust Inc. | 469 | $79,051 | $68,164.46 | -$10,886.54 | -13.77% |
Michelle Dubey Yousif Capital Management LLC | 8,109 | $698,972.49 | $1.18M | $479,589.57 | 68.61% |
Kyle P. Smith NewEdge Wealth LLC | 13,078 | $2.2M | $1.99M | -$209,665.01 | -9.51% |
Joseph Castro Nuveen LLC | 72,577 | $11.93M | $10.63M | -$1.3M | -10.9% |
Adam J. Peck Riverwater Partners LLC | 34,870 | $4.48M | $5.03M | $552,824.95 | 12.35% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 10,321 | $1.09M | $1.47M | $375,684.4 | 34.45% |
Brian Baylis Bell Investment Advisors Inc. | 28 | $3,765.19 | $4,270.84 | $505.65 | 13.43% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2,327 | $325,570.57 | $330,573.62 | $5,003.05 | 1.54% |
Bobby Adusumilli SJS Investment Consulting Inc. | 342 | $68,767.7 | $49,706.28 | -$19,061.42 | -27.72% |
Kea Molnar Cromwell Holdings LLC | 4 | $680 | $581.36 | -$98.64 | -14.51% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 1,902 | $272,195 | $290,112.06 | $17,917.06 | 6.58% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,110 | $445,072 | $452,007.4 | $6,935.4 | 1.56% |
Ashish Sharma DGS Capital Management LLC | 5,185 | $769,443.58 | $753,587.9 | -$15,855.68 | -2.06% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1 | $219.52 | $145.34 | -$74.18 | -33.79% |