| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 617 | $18,792.16 | $21,200.12 | $2,407.96 | 12.81% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 88 | $3,630 | $3,033.8 | -$596.2 | -16.42% |
Vaughan Nelson Vaughan Nelson Investment Management LP | 1.58M | $46.41M | $54.81M | $8.4M | 18.1% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 86,451 | $2.48M | $2.98M | $499,966.51 | 20.13% |
| BG Bart Gancher Intech Investment Management LLC | 52,556 | $1.59M | $1.81M | $217,497.84 | 13.64% |
Bridgewater Associates LP Bridgewater Associates LP | 19,868 | $819,555 | $685,346.66 | -$134,208.34 | -16.38% |
| YA Yinka Akinsola Blue Trust Inc. | 320 | $9,058.79 | $11,092.8 | $2,034.01 | 22.45% |
Jeff Ameen Spire Wealth Management | 604 | $25,310.05 | $21,121.88 | -$4,188.17 | -16.55% |
| MD Michelle Dubey Yousif Capital Management LLC | 43,401 | $1.16M | $1.5M | $340,273.53 | 29.25% |
Kyle P. Smith NewEdge Wealth LLC | 10,954 | $252,372.5 | $379,720.41 | $127,347.91 | 50.46% |
| CAL CSM Advisors LLC CSM Advisors LLC | 246,647 | $5.96M | $8.55M | $2.59M | 43.47% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,106 | $204,042.7 | $245,796.54 | $41,753.84 | 20.46% |
Joseph Castro Nuveen LLC | 332,716 | $9.77M | $11.51M | $1.74M | 17.82% |
| MPM Mark P. Mennitt CenterBook Partners LP | 6,501 | $268,166.25 | $224,869.59 | -$43,296.66 | -16.15% |
| HP Hannah Perry Crestmont Private Wealth LLC | 5,352 | $220,770 | $185,125.68 | -$35,644.32 | -16.15% |
| JDK James D. King Lindenwold Advisors Inc. | 9,898 | $281,105.63 | $342,371.82 | $61,266.19 | 21.79% |
| SE Sima Elimelech Activest Wealth Management | 15 | $618.75 | $519.6 | -$99.15 | -16.02% |
Brian Baylis Bell Investment Advisors Inc. | 23 | $653.2 | $791.89 | $138.69 | 21.23% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 5,313 | $219,161.25 | $184,440.79 | -$34,720.46 | -15.84% |
Bobby Adusumilli SJS Investment Consulting Inc. | 29 | $976.25 | $1,006.73 | $30.48 | 3.12% |