| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JM John Malone Amundi | 8.28M | $774.2M | $866.4M | $92.21M | 11.91% |
Chilton Investment Chilton Investment Co Inc. | 14,512 | $1.33M | $1.54M | $209,843.57 | 15.78% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 65,085 | $5.91M | $7.01M | $1.09M | 18.51% |
Bridgewater Associates LP Bridgewater Associates LP | 66,482 | $6.33M | $7.16M | $826,714.54 | 13.06% |
Field & Main Bank Field & Main Bank | 2,285 | $240,476.07 | $247,899.65 | $7,423.58 | 3.09% |
Anthony Scaramucci SkyBridge Capital II LLC | 68,089 | $6.96M | $7.33M | $373,808.52 | 5.37% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 9,825 | $932,941.65 | $1.03M | $101,139.6 | 10.84% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 23,853 | $1.72M | $2.52M | $797,231.2 | 46.32% |
Red Spruce Capital Red Spruce Capital LLC | 19,499 | $1.88M | $2.05M | $174,962.07 | 9.32% |
PAX Financial Group PAX Financial Group LLC | 5,294 | $422,113.66 | $560,528.72 | $138,415.06 | 32.79% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 32,414 | $3.07M | $3.39M | $325,200.63 | 10.6% |
Daniel Russell Naviter Wealth LLC | 10,407 | $974,172.01 | $1.1M | $126,888.59 | 13.03% |
| RR rosemary richard WCG Wealth Advisors LLC | 24,659 | $2.09M | $2.61M | $519,350.29 | 24.85% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 310 | $26,226 | $32,896.21 | $6,670.21 | 25.43% |
| YA Yinka Akinsola Blue Trust Inc. | 11,895 | $1.07M | $1.26M | $186,422.79 | 17.39% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 45,341 | $4.42M | $4.8M | $375,352.83 | 8.49% |
Jeff Ameen Spire Wealth Management | 18,196 | $1.75M | $1.93M | $178,318.02 | 10.21% |
Michelle Dubey Yousif Capital Management LLC | 90,252 | $10.44M | $9.57M | -$871,537.66 | -8.35% |
Cole Holmlund Alaethes Wealth LLC | 4,548 | $487,539.58 | $481,178.4 | -$6,361.18 | -1.3% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 2,133 | $217,971.27 | $226,289.97 | $8,318.7 | 3.82% |