| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 1,224 | $643,009.29 | $649,735.92 | $6,726.63 | 1.05% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 484 | $248,377.66 | $256,921.72 | $8,544.06 | 3.44% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 20 | $11,233 | $10,616.6 | -$616.4 | -5.49% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 35 | $16,806.65 | $18,625.6 | $1,818.95 | 10.82% |
| BG Bart Gancher Intech Investment Management LLC | 17,064 | $6.26M | $9.09M | $2.83M | 45.25% |
Bridgewater Associates LP Bridgewater Associates LP | 41,135 | $20.97M | $21.9M | $927,807.73 | 4.42% |
SkyOak Wealth SkyOak Wealth LLC | 600 | $288,114 | $319,386 | $31,272 | 10.85% |
Asio Capital Asio Capital LLC | 7,241 | $3.83M | $3.89M | $58,941.38 | 1.54% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,434 | $499,084.7 | $763,332.54 | $264,247.84 | 52.95% |
Daniel Russell Naviter Wealth LLC | 433 | $222,597.31 | $230,490.23 | $7,892.92 | 3.55% |
| YA Yinka Akinsola Blue Trust Inc. | 645 | $241,820.8 | $343,481.87 | $101,661.07 | 42.04% |
Jeff Ameen Spire Wealth Management | 13 | $7,301.45 | $6,970.21 | -$331.24 | -4.54% |
| MD Michelle Dubey Yousif Capital Management LLC | 6,632 | $1.43M | $3.51M | $2.08M | 145.55% |
Kyle P. Smith NewEdge Wealth LLC | 49,777 | $23.28M | $26.51M | $3.23M | 13.89% |
Jessica Clark Caerus Investment Advisors LLC | 774 | $432,152.64 | $412,178.22 | -$19,974.42 | -4.62% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,716 | $2.38M | $2.51M | $135,710.12 | 5.71% |
Joseph Castro Nuveen LLC | 88,537 | $36.3M | $47.26M | $10.96M | 30.2% |
| JDK James D. King Lindenwold Advisors Inc. | 1,491 | $313,881.43 | $794,755.18 | $480,873.75 | 153.2% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 1 | $561.65 | $533.65 | -$28 | -4.99% |
| SE Sima Elimelech Activest Wealth Management | 69 | $38,753.85 | $36,516.87 | -$2,236.98 | -5.77% |