| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bridgewater Associates LP Bridgewater Associates LP | 66,385 | $4.88M | $4.93M | $56,599.38 | 1.16% |
Michael Corrigan Advocate Group LLC | 4,102 | $247,732.55 | $293,210.96 | $45,478.41 | 18.36% |
| RR rosemary richard WCG Wealth Advisors LLC | 46,703 | $3.26M | $3.47M | $210,273.65 | 6.45% |
| YA Yinka Akinsola Blue Trust Inc. | 2,972 | $193,689.3 | $212,438.56 | $18,749.26 | 9.68% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 2,970 | $205,601.26 | $220,760.1 | $15,158.84 | 7.37% |
Jeff Ameen Spire Wealth Management | 47 | $3,036.35 | $3,359.56 | $323.21 | 10.64% |
Michelle Dubey Yousif Capital Management LLC | 23,703 | $1.63M | $1.69M | $64,487.33 | 3.96% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 92,703 | $5.73M | $6.63M | $895,138.98 | 15.62% |
Jennifer Easley Gitterman Wealth Management LLC | 3,864 | $261,681.69 | $276,198.72 | $14,517.03 | 5.55% |
Kyle P. Smith NewEdge Wealth LLC | 6,814 | $456,751.78 | $528,119.07 | $71,367.29 | 15.62% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,686 | $137,189.82 | $125,320.38 | -$11,869.44 | -8.65% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,390 | $357,214.3 | $338,381.21 | -$18,833.09 | -5.27% |
| YL Yosef Levy Y.D. More Investments Ltd. | 7,351 | $472,315.21 | $566,615.09 | $94,299.88 | 19.97% |
Joseph Castro Nuveen LLC | 2.41M | $161.5M | $179.92M | $18.42M | 11.41% |
| MPM Mark P. Mennitt CenterBook Partners LP | 4,283 | $258,564.71 | $320,025.76 | $61,461.05 | 23.77% |
Adam J. Peck Riverwater Partners LLC | 8,196 | $415,327.99 | $609,208.68 | $193,880.69 | 46.68% |
Sima Elimelech Activest Wealth Management | 7 | $569.59 | $500.36 | -$69.23 | -12.15% |
Brian Baylis Bell Investment Advisors Inc. | 391 | $20,645.99 | $30,306.41 | $9,660.42 | 46.79% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 6,329 | $382,082 | $452,396.92 | $70,314.92 | 18.4% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 10,564 | $706,820.63 | $788,496.96 | $81,676.33 | 11.56% |