| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 76 | $4,952.92 | $10,871.04 | $5,918.12 | 119.49% |
| CE Curtis Ellergodt Rothschild Investment LLC | 3,040 | $304,395.19 | $434,841.6 | $130,446.41 | 42.85% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 200 | $21,698 | $28,608 | $6,910 | 31.85% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,963 | $1.03M | $424,420.12 | -$607,056.51 | -58.85% |
Bridgewater Associates LP Bridgewater Associates LP | 194,468 | $18.64M | $27.87M | $9.23M | 49.53% |
| RR rosemary richard WCG Wealth Advisors LLC | 22,998 | $2.45M | $3.3M | $846,044.5 | 34.54% |
| YA Yinka Akinsola Blue Trust Inc. | 280 | $28,724.28 | $40,149.2 | $11,424.92 | 39.77% |
Jeff Ameen Spire Wealth Management | 65 | $5,712.85 | $9,214.4 | $3,501.55 | 61.29% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,536 | $654,449.68 | $937,484.62 | $283,034.94 | 43.25% |
Kasey Fegan Corsicana & Co. | 1,000 | $459,250 | $143,434 | -$315,816 | -68.77% |
| YL Yosef Levy Y.D. More Investments Ltd. | 8,009 | $727,548 | $1.15M | $421,214.91 | 57.9% |
Joseph Castro Nuveen LLC | 571,310 | $46.07M | $81.88M | $35.81M | 77.73% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 15,780 | $1.62M | $2.24M | $612,165.94 | 37.68% |
Katie Smith Delos Wealth Advisors LLC | 130 | $12,300.6 | $18,646.42 | $6,345.82 | 51.59% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 165 | $14,328.85 | $23,599.95 | $9,271.1 | 64.7% |
Kimberly Cappellano Private Wealth Asset Management LLC | 830 | $58,465.63 | $118,959.75 | $60,494.12 | 103.47% |
| SE Sima Elimelech Activest Wealth Management | 85 | $9,221.65 | $12,182.2 | $2,960.55 | 32.1% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 15 | $1,175.05 | $2,126.4 | $951.35 | 80.96% |
Brian Baylis Bell Investment Advisors Inc. | 8 | $867.92 | $1,144.24 | $276.32 | 31.84% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 121,785 | $12.19M | $17.4M | $5.21M | 42.69% |