| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JM John Malone Amundi | 14,695 | $1.13M | $1.36M | $236,845.18 | 21% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 5,168 | $444,603.04 | $479,952.16 | $35,349.12 | 7.95% |
Bridgewater Associates LP Bridgewater Associates LP | 3,871 | $247,821.41 | $354,351.34 | $106,529.93 | 42.99% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 6,214 | $402,641.75 | $552,300.32 | $149,658.57 | 37.17% |
| YA Yinka Akinsola Blue Trust Inc. | 681 | $37,793.32 | $62,726.91 | $24,933.59 | 65.97% |
Jeff Ameen Spire Wealth Management | 602 | $49,607.8 | $55,907.74 | $6,299.94 | 12.7% |
Michelle Dubey Yousif Capital Management LLC | 29,858 | $877,526.62 | $2.77M | $1.9M | 215.99% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 18,110 | $1.26M | $1.66M | $397,721.12 | 31.62% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,400 | $200,388.86 | $311,950 | $111,561.14 | 55.67% |
Jerry Jiang Maytree Asset Management Ltd. | 5,012 | $665,292.93 | $437,271.94 | -$228,020.99 | -34.27% |
Joseph Castro Nuveen LLC | 496,422 | $33.84M | $45.73M | $11.89M | 35.13% |
| MPM Mark P. Mennitt CenterBook Partners LP | 6,968 | $672,137.82 | $616,458.96 | -$55,678.86 | -8.28% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,149 | $58,897.74 | $101,652.03 | $42,754.29 | 72.59% |
Kimberly Cappellano Private Wealth Asset Management LLC | 339 | $17,552 | $31,082.91 | $13,530.91 | 77.09% |
Sima Elimelech Activest Wealth Management | 1 | $91.89 | $92.11 | $0.22 | 0.24% |
Brian Baylis Bell Investment Advisors Inc. | 51 | $4,686.39 | $4,736.37 | $49.98 | 1.07% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 8,197 | $753,222.33 | $761,255.39 | $8,033.06 | 1.07% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 257 | $7,656.58 | $23,672.27 | $16,015.69 | 209.18% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 36,053 | $3.85M | $3.33M | -$523,850.09 | -13.61% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 5,630 | $333,605.5 | $507,685.25 | $174,079.75 | 52.18% |