| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 435 | $11,081.02 | $18,353.39 | $7,272.37 | 65.63% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 100 | $2,706 | $4,219.17 | $1,513.17 | 55.92% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 13,112 | $416,830.48 | $554,309.8 | $137,479.32 | 32.98% |
| BG Bart Gancher Intech Investment Management LLC | 22,680 | $613,720.8 | $958,252.68 | $344,531.88 | 56.14% |
Bridgewater Associates LP Bridgewater Associates LP | 187,312 | $4.98M | $7.86M | $2.89M | 58.03% |
| MD Michelle Dubey Yousif Capital Management LLC | 18,259 | $603,893.72 | $765,234.69 | $161,340.97 | 26.72% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 13,953 | $591,746.73 | $582,774.95 | -$8,971.78 | -1.52% |
| CAL CSM Advisors LLC CSM Advisors LLC | 460,316 | $13.48M | $19.27M | $5.78M | 42.89% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,499 | $232,097.25 | $356,287.43 | $124,190.18 | 53.51% |
Joseph Castro Nuveen LLC | 561,208 | $13.05M | $23.49M | $10.43M | 79.94% |
Adam J. Peck Riverwater Partners LLC | 42,151 | $1.34M | $1.76M | $423,933.68 | 31.64% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 283,946 | $8.36M | $11.91M | $3.55M | 42.45% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 18,075 | $526,748.25 | $757,523.25 | $230,775 | 43.81% |
Bobby Adusumilli SJS Investment Consulting Inc. | 64 | $1,859.55 | $2,685.31 | $825.76 | 44.41% |
Ana-Maria Ignat Covestor Ltd | 1,568 | $33,609.35 | $64,648.64 | $31,039.29 | 92.35% |
Mariana Coli Dunhill Financial LLC | 1 | $27.06 | $41.3 | $14.24 | 52.62% |
Lukas Lindgren Abound Wealth Management | 4 | $88 | $167.08 | $79.08 | 89.86% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 15 | $477 | $614.97 | $137.97 | 28.92% |
Kevin Kroskey True Wealth Design LLC | 860 | $20,615.99 | $36,042.6 | $15,426.61 | 74.83% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 3,187 | $69,031 | $130,385.59 | $61,354.59 | 88.88% |