| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JM John Malone Amundi | 271,128 | $13.82M | $16.43M | $2.61M | 18.9% |
| CP C Pace Texas Yale Capital Corp. | 7,440 | $442,177.8 | $446,846.4 | $4,668.6 | 1.06% |
| PC Patty Conover Knightsbridge Asset Management LLC | 5,864 | $334,153.6 | $356,238 | $22,084.4 | 6.61% |
Bridgewater Associates LP Bridgewater Associates LP | 126,354 | $7.18M | $7.61M | $437,713.16 | 6.1% |
SkyOak Wealth SkyOak Wealth LLC | 4,958 | $135,582.43 | $297,951.01 | $162,368.58 | 119.76% |
| YA Yinka Akinsola Blue Trust Inc. | 3,802 | $203,782.36 | $230,971.5 | $27,189.14 | 13.34% |
Jeff Ameen Spire Wealth Management | 11,564 | $621,294.16 | $700,778.4 | $79,484.24 | 12.79% |
Michelle Dubey Yousif Capital Management LLC | 63,602 | $943,853.68 | $3.85M | $2.91M | 308.36% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 13,461 | $796,057.95 | $811,025.25 | $14,967.3 | 1.88% |
Kyle P. Smith NewEdge Wealth LLC | 68,530 | $3.44M | $4.13M | $686,308.05 | 19.95% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 5,714 | $326,587.11 | $343,582.82 | $16,995.71 | 5.2% |
Jessica Clark Caerus Investment Advisors LLC | 11,810 | $643,449.96 | $710,666.75 | $67,216.79 | 10.45% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 32,086 | $1.69M | $1.93M | $243,281.16 | 14.41% |
Joseph Castro Nuveen LLC | 847,426 | $34.5M | $51.48M | $16.98M | 49.21% |
| HP Hannah Perry Crestmont Private Wealth LLC | 18,970 | $547,980.83 | $1.14M | $594,013.17 | 108.4% |
Kimberly Cappellano Private Wealth Asset Management LLC | 84 | $3,197.96 | $5,062.68 | $1,864.72 | 58.31% |
Sima Elimelech Activest Wealth Management | 470 | $26,974 | $28,552.5 | $1,578.5 | 5.85% |
Brian Baylis Bell Investment Advisors Inc. | 246 | $5,717.67 | $14,907.6 | $9,189.93 | 160.73% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3.41M | $68.01M | $206.56M | $138.55M | 203.72% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 4 | $245.86 | $243 | -$2.86 | -1.16% |