| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bridgewater Associates LP Bridgewater Associates LP | 60,961 | $3.44M | $3.38M | -$56,998.38 | -1.66% |
Glenn Greenberg Brave Warrior Advisors LLC | 7.59M | $299.81M | $423.67M | $123.86M | 41.31% |
Asio Capital Asio Capital LLC | 77,540 | $3.32M | $4.33M | $1.01M | 30.37% |
| YA Yinka Akinsola Blue Trust Inc. | 1,588 | $81,025.59 | $86,768.32 | $5,742.73 | 7.09% |
Jeff Ameen Spire Wealth Management | 1,300 | $72,932.64 | $72,527 | -$405.64 | -0.56% |
Michelle Dubey Yousif Capital Management LLC | 4,786 | $215,645.82 | $267,010.94 | $51,365.12 | 23.82% |
Jessica Clark Caerus Investment Advisors LLC | 5,162 | $299,808.97 | $290,698.03 | -$9,110.94 | -3.04% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 17,143 | $1.01M | $957,607.98 | -$53,694.65 | -5.31% |
Kasey Fegan Corsicana & Co. | 300 | $17,424 | $16,914 | -$510 | -2.93% |
| TCL Therese C.D. Linden Bank of New Hampshire | 300 | $18,939 | $16,812 | -$2,127 | -11.23% |
Joseph Castro Nuveen LLC | 851,542 | $46.83M | $46.53M | -$297,326.58 | -0.63% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,104 | $220,546.53 | $230,603.76 | $10,057.23 | 4.56% |
Richard Slavik Newbridge Financial Services Group Inc. | 1 | $55.39 | $54.64 | -$0.75 | -1.35% |
Adam J. Peck Riverwater Partners LLC | 7,437 | $399,177.82 | $424,429.59 | $25,251.77 | 6.33% |
Sima Elimelech Activest Wealth Management | 134 | $7,730.06 | $7,321.76 | -$408.3 | -5.28% |
Brian Baylis Bell Investment Advisors Inc. | 150 | $9,148.3 | $8,368.5 | -$779.8 | -8.52% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 4,632 | $312,891.6 | $258,419.28 | -$54,472.32 | -17.41% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $116.16 | $109.28 | -$6.88 | -5.92% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 10,204 | $585,772.7 | $564,791.4 | -$20,981.3 | -3.58% |
Bobby Adusumilli SJS Investment Consulting Inc. | 653 | $40,080.11 | $36,430.87 | -$3,649.24 | -9.1% |