| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 661 | $20,607.15 | $26,268.14 | $5,660.99 | 27.47% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 188 | $6,886 | $6,715.36 | -$170.64 | -2.48% |
| MR Marc Ravitz Grace & White Inc /NY | 138,102 | $2.36M | $5.49M | $3.12M | 132.2% |
| ARS Adelbert R. Sanchez Deprince Race & Zollo Inc | 1.33M | $36.24M | $48.96M | $12.72M | 35.11% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 85,591 | $2.46M | $2.86M | $392,064.17 | 15.91% |
| BG Bart Gancher Intech Investment Management LLC | 54,093 | $1.64M | $1.81M | $160,931.21 | 9.79% |
| MJC Michael J. Cuggino Pacific Heights Asset Management LLC | 600,000 | $16.71M | $20.74M | $4.03M | 24.13% |
Bridgewater Associates LP Bridgewater Associates LP | 369,028 | $12.19M | $12.76M | $569,093.05 | 4.67% |
| YA Yinka Akinsola Blue Trust Inc. | 320 | $9,058.79 | $12,716.8 | $3,658.01 | 40.38% |
Jeff Ameen Spire Wealth Management | 604 | $25,310.05 | $24,002.96 | -$1,307.09 | -5.16% |
Michelle Dubey Yousif Capital Management LLC | 43,401 | $1.16M | $1.72M | $561,618.63 | 48.28% |
Kyle P. Smith NewEdge Wealth LLC | 10,714 | $246,972.5 | $357,526.18 | $110,553.68 | 44.76% |
| CAL CSM Advisors LLC CSM Advisors LLC | 185,736 | $4.59M | $6.42M | $1.83M | 39.84% |
Joseph Castro Nuveen LLC | 353,901 | $10.46M | $12.56M | $2.1M | 20.1% |
James D. King Lindenwold Advisors Inc. | 9,898 | $281,105.63 | $393,346.52 | $112,240.89 | 39.93% |
Sima Elimelech Activest Wealth Management | 9 | $371.25 | $357.66 | -$13.59 | -3.66% |
Brian Baylis Bell Investment Advisors Inc. | 23 | $653.2 | $767.51 | $114.31 | 17.5% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $65.12 | $79.48 | $14.36 | 22.05% |
Bobby Adusumilli SJS Investment Consulting Inc. | 29 | $976.25 | $1,152.46 | $176.21 | 18.05% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,265 | $250,662.58 | $248,971.1 | -$1,691.48 | -0.67% |