| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 4,749 | $178,752.46 | $174,407.02 | -$4,345.44 | -2.43% |
| SAO Sherry A. O'Brien Anderson Hoagland & Co | 73,108 | $1.91M | $2.68M | $772,737.68 | 40.41% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 152 | $6,807.84 | $5,601.96 | -$1,205.88 | -17.71% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 10,615 | $479,585.7 | $389,995.1 | -$89,590.6 | -18.68% |
| BG Bart Gancher Intech Investment Management LLC | 40,742 | $1.6M | $1.49M | -$107,575.78 | -6.72% |
Bridgewater Associates LP Bridgewater Associates LP | 132,872 | $5.61M | $5.04M | -$569,095.69 | -10.14% |
Private Capital Private Capital Management | 44,500 | $1.68M | $1.63M | -$50,220 | -2.98% |
| YA Yinka Akinsola Blue Trust Inc. | 1,855 | $66,958.7 | $70,026.25 | $3,067.55 | 4.58% |
Michelle Dubey Yousif Capital Management LLC | 67,845 | $1.29M | $2.49M | $1.2M | 93.27% |
Keith Dubauskas One Plus One Wealth Management LLC | 12,769 | $492,280.76 | $469,005.37 | -$23,275.39 | -4.73% |
| CAL CSM Advisors LLC CSM Advisors LLC | 19,391 | $721,456.8 | $711,067.97 | -$10,388.83 | -1.44% |
Joseph Castro Nuveen LLC | 396,990 | $15.98M | $14.56M | -$1.42M | -8.91% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 154,275 | $6.27M | $5.69M | -$586,245 | -9.34% |
Adam J. Peck Riverwater Partners LLC | 57,961 | $2.39M | $2.13M | -$261,137.14 | -10.94% |
Sima Elimelech Activest Wealth Management | 9 | $326.79 | $331.83 | $5.04 | 1.54% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 3 | $108.93 | $110.01 | $1.08 | 0.99% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 12,156 | $422,234.93 | $472,503.72 | $50,268.79 | 11.91% |
Bobby Adusumilli SJS Investment Consulting Inc. | 38 | $1,352.63 | $1,434.5 | $81.87 | 6.05% |
Kea Molnar Cromwell Holdings LLC | 39 | $1,660.9 | $1,436.56 | -$224.34 | -13.51% |
Stacey Madison VELA Investment Management LLC | 60,750 | $2.07M | $2.24M | $170,650.8 | 8.26% |