| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bridgewater Associates LP Bridgewater Associates LP | 67,381 | $15.62M | $16.24M | $623,103.61 | 3.99% |
SkyOak Wealth SkyOak Wealth LLC | 1,332 | $286,261.53 | $319,906.44 | $33,644.91 | 11.75% |
| YA Yinka Akinsola Blue Trust Inc. | 282 | $64,551.48 | $68,308.86 | $3,757.38 | 5.82% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 3,842 | $893,860.84 | $916,124.9 | $22,264.06 | 2.49% |
Jeff Ameen Spire Wealth Management | 2,475 | $602,107.11 | $599,519.25 | -$2,587.86 | -0.43% |
Michelle Dubey Yousif Capital Management LLC | 20,942 | $5.18M | $5.07M | -$111,922.28 | -2.16% |
Shawn M. McHugh WealthTrust Asset Management LLC | 3,183 | $713,197.55 | $770,031.36 | $56,833.81 | 7.97% |
Joseph Castro Nuveen LLC | 523,108 | $113.47M | $123.08M | $9.61M | 8.47% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 879 | $201,018.21 | $212,278.5 | $11,260.29 | 5.6% |
James D. King Lindenwold Advisors Inc. | 8,403 | $2.17M | $2.03M | -$137,605.58 | -6.34% |
Kimberly Cappellano Private Wealth Asset Management LLC | 14 | $3,134.09 | $3,365.46 | $231.37 | 7.38% |
Sima Elimelech Activest Wealth Management | 20 | $4,722.18 | $4,844.6 | $122.42 | 2.59% |
Brian Baylis Bell Investment Advisors Inc. | 134 | $28,553.48 | $32,458.82 | $3,905.34 | 13.68% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 2,257 | $563,681.35 | $539,580.99 | -$24,100.36 | -4.28% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 8,705 | $1.9M | $2.11M | $210,635.85 | 11.1% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $194.88 | $242.23 | $47.35 | 24.3% |
| JB John Brim Smith Group Asset Management LLC | 1,290 | $314,451.9 | $308,310 | -$6,141.9 | -1.95% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 43,686 | $10.64M | $10.5M | -$144,895.01 | -1.36% |
Bobby Adusumilli SJS Investment Consulting Inc. | 138 | $27,869.24 | $33,427.74 | $5,558.5 | 19.94% |
Kea Molnar Cromwell Holdings LLC | 485 | $93,983.16 | $117,297.25 | $23,314.09 | 24.81% |