| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CP C Pace Texas Yale Capital Corp. | 15,213 | $2.6M | $2.51M | -$89,507.13 | -3.45% |
Chilton Investment Chilton Investment Co Inc. | 1,428 | $221,597.3 | $235,063.08 | $13,465.78 | 6.08% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 25,192 | $3.16M | $4.16M | $1M | 31.76% |
Bridgewater Associates LP Bridgewater Associates LP | 14,060 | $2.1M | $2.33M | $222,425.32 | 10.57% |
Field & Main Bank Field & Main Bank | 425 | $45,285.65 | $69,950.75 | $24,665.1 | 54.47% |
Point72 Asset Management LP Point72 Asset Management LP | 565,823 | $91.61M | $93.55M | $1.94M | 2.11% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 1,940 | $169,328.67 | $323,242.8 | $153,914.13 | 90.9% |
SkyOak Wealth SkyOak Wealth LLC | 2,104 | $286,392.39 | $346,160.6 | $59,768.21 | 20.87% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,828 | $295,971 | $299,919.96 | $3,948.96 | 1.33% |
| RR rosemary richard WCG Wealth Advisors LLC | 14,740 | $2.2M | $2.42M | $216,655.52 | 9.84% |
| YA Yinka Akinsola Blue Trust Inc. | 30,401 | $2.73M | $5M | $2.27M | 82.97% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 22,181 | $3.29M | $3.64M | $347,388.18 | 10.55% |
Richard Zito Flynn Zito Capital Management LLC | 4,708 | $439,375.99 | $786,094.76 | $346,718.77 | 78.91% |
Jeff Ameen Spire Wealth Management | 2,576 | $301,463 | $425,890.08 | $124,427.08 | 41.27% |
Drew Waldron Canvas Wealth Advisors LLC | 5,100 | $452,303.7 | $839,077.5 | $386,773.8 | 85.51% |
Michelle Dubey Yousif Capital Management LLC | 57,993 | $6.13M | $9.59M | $3.46M | 56.52% |
Eric Becker Guardian Wealth Advisors LLC | 5,009 | $539,968.06 | $829,239.95 | $289,271.89 | 53.57% |
Daren Blonski Fermata Advisors LLC | 1,389 | $225,222.27 | $228,615.51 | $3,393.24 | 1.51% |
Donna Rittershausen Koss-Olinger Consulting LLC | 2,846 | $413,391.3 | $474,143.6 | $60,752.3 | 14.7% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 117 | $18,849.17 | $19,404.45 | $555.28 | 2.95% |