| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bridgewater Associates LP Bridgewater Associates LP | 15,560 | $1.3M | $1.04M | -$263,197.4 | -20.26% |
| YA Yinka Akinsola Blue Trust Inc. | 4,456 | $276,013.68 | $302,116.8 | $26,103.12 | 9.46% |
Jeff Ameen Spire Wealth Management | 403 | $28,117.31 | $27,682.07 | -$435.24 | -1.55% |
Michelle Dubey Yousif Capital Management LLC | 43,207 | $1.97M | $2.97M | $994,125.14 | 50.37% |
Kyle P. Smith NewEdge Wealth LLC | 5,471 | $421,739.67 | $372,903.36 | -$48,836.31 | -11.58% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,349 | $469,318.08 | $432,303.41 | -$37,014.67 | -7.89% |
| TCL Therese C.D. Linden Bank of New Hampshire | 14,512 | $923,598.74 | $973,319.84 | $49,721.1 | 5.38% |
Joseph Castro Nuveen LLC | 315,694 | $19.91M | $21.4M | $1.49M | 7.5% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 481 | $18,715.71 | $32,623.82 | $13,908.11 | 74.31% |
Adam J. Peck Riverwater Partners LLC | 24,008 | $1.82M | $1.64M | -$179,351.55 | -9.85% |
Sima Elimelech Activest Wealth Management | 74 | $5,470.08 | $5,017.2 | -$452.88 | -8.28% |
Brian Baylis Bell Investment Advisors Inc. | 84 | $6,862.27 | $5,769.96 | -$1,092.31 | -15.92% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 49,006 | $2.95M | $3.37M | $411,600.01 | 13.93% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $139.54 | $135.6 | -$3.94 | -2.82% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 5,019 | $391,213.6 | $340,438.77 | -$50,774.83 | -12.98% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 7,948 | $403,725.24 | $542,927.88 | $139,202.64 | 34.48% |
Bobby Adusumilli SJS Investment Consulting Inc. | 805 | $62,517 | $55,295.45 | -$7,221.55 | -11.55% |
Kea Molnar Cromwell Holdings LLC | 30 | $2,085.07 | $2,006.1 | -$78.97 | -3.79% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,398 | $377,338.21 | $425,882.87 | $48,544.66 | 12.87% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3 | $250.44 | $203.4 | -$47.04 | -18.78% |