| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 213 | $13,467.31 | $13,804.53 | $337.22 | 2.5% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 100 | $5,871 | $6,418 | $547 | 9.32% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 95 | $6,305.45 | $6,156.95 | -$148.5 | -2.36% |
Chris Davis Davis Selected Advisers | 111,037 | $7.22M | $7.14M | -$76,225.84 | -1.06% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 12,972 | $798,165.51 | $831,634.92 | $33,469.41 | 4.19% |
| SC Scott Connell L Inc.LUDEN MANAGEMENT Ltd. | 63,499 | $3.65M | $4.07M | $419,652.09 | 11.5% |
| MPN Molly P. Nelson Heitman Real Estate Securities LLC | 6,444 | $383,004.6 | $417,635.64 | $34,631.04 | 9.04% |
| BG Bart Gancher Intech Investment Management LLC | 26,434 | $1.5M | $1.69M | $189,796.12 | 12.65% |
| MD Michael Dziura Bernzott Capital Advisors | 80,740 | $4.28M | $5.17M | $887,271.07 | 20.74% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 6,858 | $405,775.58 | $438,431.94 | $32,656.36 | 8.05% |
| CD Charlie Durham Sterling Capital Management LLC | 2,159 | $122,523.33 | $139,924.79 | $17,401.46 | 14.2% |
| JM John Malone Amundi | 74,740 | $4.67M | $4.78M | $104,917.46 | 2.25% |
| YA Yinka Akinsola Blue Trust Inc. | 105 | $6,198.52 | $6,805.05 | $606.53 | 9.79% |
Michelle Dubey Yousif Capital Management LLC | 28,488 | $1.68M | $1.82M | $140,005.53 | 8.33% |
Kyle P. Smith NewEdge Wealth LLC | 4,207 | $231,624.51 | $270,005.26 | $38,380.75 | 16.57% |
Matthew Carney Nfj Investment Group LLC | 81,377 | $4.82M | $5.25M | $435,571.07 | 9.04% |
Joseph Castro Nuveen LLC | 246,283 | $15.61M | $15.96M | $356,378.5 | 2.28% |
Brian Baylis Bell Investment Advisors Inc. | 8 | $533.68 | $511.44 | -$22.24 | -4.17% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 301,052 | $18.31M | $19.25M | $935,127.28 | 5.11% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 4,583 | $280,475.59 | $295,259.77 | $14,784.18 | 5.27% |