| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 61 | $5,667.38 | $5,931.03 | $263.65 | 4.65% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 417 | $38,293.11 | $40,544.91 | $2,251.8 | 5.88% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 262 | $23,754.58 | $25,474.26 | $1,719.68 | 7.24% |
| BG Bart Gancher Intech Investment Management LLC | 77,377 | $7.16M | $7.52M | $363,983.51 | 5.08% |
Bridgewater Associates LP Bridgewater Associates LP | 33,788 | $3.23M | $3.29M | $53,063.32 | 1.64% |
| YA Yinka Akinsola Blue Trust Inc. | 1,512 | $151,308.14 | $147,011.76 | -$4,296.38 | -2.84% |
| MD Michelle Dubey Yousif Capital Management LLC | 10,829 | $438,170.57 | $1.05M | $614,733.1 | 140.3% |
| DM Dipen Mehta Invst LLC | 6,291 | $557,805.29 | $611,673.93 | $53,868.64 | 9.66% |
Joseph Castro Nuveen LLC | 310,019 | $27.2M | $30.14M | $2.94M | 10.82% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 2,336 | $238,475.1 | $227,129.28 | -$11,345.82 | -4.76% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 215,017 | $20.61M | $20.91M | $300,494.76 | 1.46% |
Bobby Adusumilli SJS Investment Consulting Inc. | 15 | $1,356.47 | $1,458.45 | $101.98 | 7.52% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,163 | $198,909.48 | $210,308.49 | $11,399.01 | 5.73% |
Ashish Sharma DGS Capital Management LLC | 3,497 | $350,355.27 | $340,013.31 | -$10,341.96 | -2.95% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5 | $459.8 | $486.15 | $26.35 | 5.73% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 2,871 | $240,756.24 | $279,147.33 | $38,391.09 | 15.95% |
Ana-Maria Ignat Covestor Ltd | 83 | $7,621.89 | $8,070.09 | $448.2 | 5.88% |
| MC mike Chen Byrne Asset Management LLC | 2,106 | $194,526.13 | $209,199.51 | $14,673.38 | 7.54% |
Michael Byun SageView Advisory Group LLC | 575 | $57,736 | $55,907.25 | -$1,828.75 | -3.17% |
David K. Balsdon Harvest Portfolios Group Inc. | 4,189 | $421,496.79 | $407,296.47 | -$14,200.32 | -3.37% |