| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 6,066 | $181,408.31 | $181,312.74 | -$95.57 | -0.05% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 7,034 | $243,720 | $210,246.26 | -$33,473.74 | -13.73% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 181 | $5,175.96 | $5,410.09 | $234.13 | 4.52% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 20,233 | $565,337.74 | $616,701.84 | $51,364.1 | 9.09% |
| AF Anthony Fasano Clark Estates INC/NY | 87,600 | $2.53M | $2.68M | $142,899 | 5.64% |
| CO Carla Olenchak PEOPLES FINANCIAL SERVICES Corp. | 407 | $18,514.43 | $12,397.22 | -$6,117.21 | -33.04% |
| BG Bart Gancher Intech Investment Management LLC | 61,865 | $2.12M | $1.93M | -$189,306.9 | -8.92% |
| CD Charlie Durham Sterling Capital Management LLC | 92,534 | $2.79M | $2.77M | -$25,286.14 | -0.91% |
| JM John Malone Amundi | 67,323 | $1.75M | $2.1M | $351,683.7 | 20.06% |
Bridgewater Associates LP Bridgewater Associates LP | 52,768 | $1.61M | $1.62M | $10,817.38 | 0.67% |
| YA Yinka Akinsola Blue Trust Inc. | 199 | $6,468.3 | $5,948.11 | -$520.19 | -8.04% |
Michelle Dubey Yousif Capital Management LLC | 24,989 | $1.02M | $781,156.14 | -$239,898.22 | -23.5% |
James Bennett Marathon Asset Management Ltd. | 272,208 | $8.31M | $8.34M | $28,796.3 | 0.35% |
Kyle P. Smith NewEdge Wealth LLC | 48,450 | $1.39M | $1.48M | $92,421.56 | 6.67% |
Jessica Clark Caerus Investment Advisors LLC | 5,906 | $202,693.92 | $180,339.71 | -$22,354.21 | -11.03% |
| CAL CSM Advisors LLC CSM Advisors LLC | 133,510 | $3.5M | $4.05M | $550,934.15 | 15.72% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,826 | $234,268.32 | $208,329.52 | -$25,938.8 | -11.07% |
Joseph Castro Nuveen LLC | 1.69M | $44.64M | $50.61M | $5.97M | 13.38% |
Sima Elimelech Activest Wealth Management | 1 | $34.32 | $29.89 | -$4.43 | -12.91% |
Brian Baylis Bell Investment Advisors Inc. | 24 | $839.92 | $750.24 | -$89.68 | -10.68% |