| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 15,350 | $670,144.81 | $887,844 | $217,699.19 | 32.49% |
| CE Curtis Ellergodt Rothschild Investment LLC | 10,266 | $540,545.69 | $593,785.44 | $53,239.75 | 9.85% |
| SAO Sherry A. O'Brien Anderson Hoagland & Co | 92,006 | $1.15M | $5.32M | $4.17M | 363.24% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 188,818 | $10.84M | $10.92M | $83,079.92 | 0.77% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,116 | $81,178.83 | $121,289.12 | $40,110.29 | 49.41% |
Vaughan Nelson Vaughan Nelson Investment Management LP | 1.4M | $73.15M | $80.76M | $7.61M | 10.4% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 1,826 | $92,720.29 | $105,214.12 | $12,493.83 | 13.47% |
| BG Bart Gancher Intech Investment Management LLC | 23,664 | $1.31M | $1.36M | $45,789.84 | 3.49% |
Bridgewater Associates LP Bridgewater Associates LP | 76,570 | $4.12M | $4.38M | $267,093.25 | 6.49% |
SkyOak Wealth SkyOak Wealth LLC | 5,442 | $148,633.49 | $311,500.08 | $162,866.59 | 109.58% |
| YA Yinka Akinsola Blue Trust Inc. | 1,394 | $55,774.64 | $79,883.17 | $24,108.53 | 43.22% |
Jeff Ameen Spire Wealth Management | 5,092 | $223,492.68 | $297,321.88 | $73,829.2 | 33.03% |
| MD Michelle Dubey Yousif Capital Management LLC | 68,090 | $1.01M | $3.92M | $2.91M | 287.53% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 7,258 | $420,094.12 | $415,919.69 | -$4,174.43 | -0.99% |
Kyle P. Smith NewEdge Wealth LLC | 55,482 | $2.64M | $3.18M | $541,850.73 | 20.54% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 4,060 | $224,924 | $232,719.2 | $7,795.2 | 3.47% |
Matthew Carney Nfj Investment Group LLC | 96,536 | $4.88M | $5.53M | $653,066.04 | 13.38% |
Jessica Clark Caerus Investment Advisors LLC | 12,574 | $682,073.98 | $720,741.68 | $38,667.7 | 5.67% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 46,326 | $2.27M | $2.65M | $381,332.72 | 16.78% |
Joseph Castro Nuveen LLC | 820,242 | $32.85M | $47.07M | $14.22M | 43.28% |