| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 385 | $8,066.63 | $7,986.82 | -$79.81 | -0.99% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 33,653 | $728,812.05 | $755,509.85 | $26,697.8 | 3.66% |
| BG Bart Gancher Intech Investment Management LLC | 25,029 | $570,470.6 | $561,901.05 | -$8,569.55 | -1.5% |
| SN Susan Norris Alpine Woods Capital Investors LLC | 15,303 | $335,145.93 | $343,552.35 | $8,406.42 | 2.51% |
| JM John Malone Amundi | 39,573 | $912,077.41 | $885,248.01 | -$26,829.4 | -2.94% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 21,648 | $516,420.99 | $484,265.76 | -$32,155.23 | -6.23% |
Michelle Dubey Yousif Capital Management LLC | 31,409 | $813,599.76 | $654,877.65 | -$158,722.11 | -19.51% |
Joseph Castro Nuveen LLC | 1.47M | $34.71M | $30.55M | -$4.17M | -12% |
Brian Baylis Bell Investment Advisors Inc. | 288 | $5,838.03 | $5,996.16 | $158.13 | 2.71% |
Bobby Adusumilli SJS Investment Consulting Inc. | 13 | $267.41 | $270.66 | $3.25 | 1.22% |
Ana-Maria Ignat Covestor Ltd | 3,238 | $77,622.3 | $72,693.1 | -$4,929.2 | -6.35% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,208 | $288,382 | $233,406.6 | -$54,975.4 | -19.06% |
Lukas Lindgren Abound Wealth Management | 5 | $115.45 | $118.35 | $2.9 | 2.51% |
Drew Phillips Fortitude Family Office LLC | 44 | $1,132 | $1,041.48 | -$90.52 | -8% |
Bert D. Barre Colonial Trust Co. / SC | 717 | $17,314.27 | $14,856.24 | -$2,458.03 | -14.2% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 28 | $575.85 | $581.97 | $6.12 | 1.06% |
Paul B. Ordonio Park Place Capital Corp. | 1,617 | $32,792.43 | $33,599.16 | $806.73 | 2.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 319 | $7,053.9 | $7,550.73 | $496.83 | 7.04% |
Mathieu Cornu Pictet Asset Management Holding SA | 16,076 | $359,314.06 | $380,518.92 | $21,204.86 | 5.9% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 11,138 | $229,109 | $263,636.46 | $34,527.46 | 15.07% |