| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 10,771 | $709,341.9 | $1.09M | $383,591.47 | 54.08% |
| CD Charlie Durham Sterling Capital Management LLC | 8,058 | $600,870.83 | $793,310.1 | $192,439.27 | 32.03% |
| JM John Malone Amundi | 111,705 | $9.83M | $11.33M | $1.51M | 15.33% |
Chilton Investment Chilton Investment Co Inc. | 2,099 | $197,326.99 | $211,075.44 | $13,748.45 | 6.97% |
Bridgewater Associates LP Bridgewater Associates LP | 25,754 | $1.97M | $2.59M | $619,641.27 | 31.4% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 29,816 | $588,015.61 | $3M | $2.41M | 409.44% |
| YA Yinka Akinsola Blue Trust Inc. | 824 | $55,429.81 | $83,611.28 | $28,181.47 | 50.84% |
Jeff Ameen Spire Wealth Management | 5 | $376.6 | $507.35 | $130.75 | 34.72% |
Michelle Dubey Yousif Capital Management LLC | 64,383 | $2.42M | $6.53M | $4.11M | 169.96% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 7,649 | $503,078.11 | $769,183.44 | $266,105.33 | 52.9% |
Kyle P. Smith NewEdge Wealth LLC | 20,158 | $1.24M | $2.04M | $795,295.84 | 64.07% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,009 | $154,713.09 | $203,150.08 | $48,436.99 | 31.31% |
Joseph Castro Nuveen LLC | 409,662 | $26.82M | $41.57M | $14.75M | 55.01% |
James D. King Lindenwold Advisors Inc. | 4,090 | $314,954.52 | $414,726 | $99,771.48 | 31.68% |
Richard Slavik Newbridge Financial Services Group Inc. | 26 | $1,992.12 | $2,638.22 | $646.1 | 32.43% |
Sima Elimelech Activest Wealth Management | 7 | $658.07 | $710.29 | $52.22 | 7.94% |
Brian Baylis Bell Investment Advisors Inc. | 194 | $12,385.44 | $19,685.18 | $7,299.74 | 58.94% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2,290 | $172,482.8 | $232,366.3 | $59,883.5 | 34.72% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $188.02 | $202.94 | $14.92 | 7.94% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 2,591 | $202,419.94 | $261,030.29 | $58,610.35 | 28.95% |