| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 162 | $855 | $1,099.98 | $244.98 | 28.65% |
Tweedy Browne Tweedy, Browne Company LLC | 61,120 | $474,170.06 | $415,004.8 | -$59,165.26 | -12.48% |
Richard S. Pzena Pzena Investment Management | 4.6M | $68.24M | $34.13M | -$34.11M | -49.98% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 1,746 | $16,725.7 | $11,837.88 | -$4,887.82 | -29.22% |
| BG Bart Gancher Intech Investment Management LLC | 14,388 | $167,789.18 | $101,291.52 | -$66,497.66 | -39.63% |
Point72 Asset Management LP Point72 Asset Management LP | 65,171 | $584,597.23 | $458,803.84 | -$125,793.39 | -21.52% |
| YA Yinka Akinsola Blue Trust Inc. | 8,431 | $54,801.5 | $59,354.24 | $4,552.74 | 8.31% |
Jeff Ameen Spire Wealth Management | 299 | $7,032.48 | $2,027.22 | -$5,005.26 | -71.17% |
| CAL CSM Advisors LLC CSM Advisors LLC | 716,574 | $5.02M | $5.04M | $26,151.3 | 0.52% |
Joseph Castro Nuveen LLC | 136,261 | $1.64M | $959,277.44 | -$685,333.19 | -41.67% |
Bobby Adusumilli SJS Investment Consulting Inc. | 131 | $799.04 | $989.05 | $190.01 | 23.78% |
Kevin Kroskey True Wealth Design LLC | 336 | $2,974.64 | $2,365.44 | -$609.2 | -20.48% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 352 | $2,288 | $2,478.08 | $190.08 | 8.31% |
Alexandra Stickelman Root Financial Partners, LLC | 33 | $215 | $232.32 | $17.32 | 8.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 988 | $6,212.27 | $6,955.52 | $743.25 | 11.96% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 57 | $371 | $400.99 | $29.99 | 8.08% |
Alan Gilmore Private Wealth Management Group, LLC | 724 | $3,823.17 | $4,872.52 | $1,049.35 | 27.45% |
Kyle Mowery GRIZZLYROCK CAPITAL, LLC | 39,500 | $879,834.98 | $279,660 | -$600,174.98 | -68.21% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 51,818 | $814,178.32 | $373,089.6 | -$441,088.72 | -54.18% |
Ashley Meredith Abel Hall, LLC | 12,323 | $80,100 | $86,137.77 | $6,037.77 | 7.54% |