| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 217.5 | $4,186.84 | $3,804.07 | -$382.77 | -9.14% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 33,283 | $543,178.56 | $582,119.67 | $38,941.11 | 7.17% |
| BG Bart Gancher Intech Investment Management LLC | 25,159.5 | $398,650.29 | $440,039.65 | $41,389.36 | 10.38% |
Bridgewater Associates LP Bridgewater Associates LP | 15,316.75 | $291,018.25 | $267,889.96 | -$23,128.29 | -7.95% |
Point72 Asset Management LP Point72 Asset Management LP | 537,622.75 | $9.9M | $9.4M | -$493,977.09 | -4.99% |
| JHH James H. Hanna, III North Reef Capital Management LP | 1.85M | $30M | $32.36M | $2.36M | 7.86% |
Joseph Castro Nuveen LLC | 230,381.5 | $3.8M | $4.03M | $232,685.31 | 6.13% |
Brian Baylis Bell Investment Advisors Inc. | 1.5 | $27.42 | $26.23 | -$1.19 | -4.34% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 19,407.5 | $434,252.63 | $339,437.17 | -$94,815.46 | -21.83% |
Bobby Adusumilli SJS Investment Consulting Inc. | 32.75 | $568.08 | $572.8 | $4.72 | 0.83% |
| EY Ellen York T. Rowe Price Investment Management Inc. | 6.24M | $110.44M | $109.19M | -$1.25M | -1.13% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 31.25 | $615 | $546.56 | -$68.44 | -11.13% |
Caroline Jankowski Operose Advisors LLC | 140.25 | $3,427.71 | $2,452.97 | -$974.74 | -28.44% |
Ana-Maria Ignat Covestor Ltd | 578.75 | $9,445.2 | $10,122.34 | $677.14 | 7.17% |
Bill McVay Red Tortoise LLC | 129.25 | $2,130.04 | $2,260.58 | $130.54 | 6.13% |
Joseph J. Costigan apricus wealth LLC | 3,750 | $58,331.7 | $65,587.5 | $7,255.8 | 12.44% |
Mariana Coli Dunhill Financial LLC | 2.25 | $43 | $39.35 | -$3.65 | -8.49% |
| DP Drew Phillips Fortitude Family Office LLC | 45.5 | $812.86 | $790.79 | -$22.07 | -2.72% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 123.75 | $2,019.97 | $2,150.28 | $130.31 | 6.45% |
Kevin Kroskey True Wealth Design LLC | 71.25 | $1,163.01 | $1,274.66 | $111.65 | 9.6% |