| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 3,567 | $51,658.7 | $62,458.17 | $10,799.47 | 20.91% |
Dodge & Cox Dodge & Cox Funds | 40.96M | $687.02M | $717.24M | $30.22M | 4.4% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 100 | $1,808 | $1,751 | -$57 | -3.15% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 336 | $5,408.83 | $5,817.84 | $409.01 | 7.56% |
| AT Alex Tescher KELLY LAWRENCE W & ASSOCIATES Inc./CA | 1,475 | $97,964.06 | $25,642.87 | -$72,321.19 | -73.82% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 16,028 | $231,284.62 | $276,322.72 | $45,038.1 | 19.47% |
| CD Carine Duboscq Groupama Asset Managment | 38,467 | $584,814.88 | $668,748.79 | $83,933.91 | 14.35% |
| BG Bart Gancher Intech Investment Management LLC | 158,785 | $2.7M | $2.75M | $48,429.42 | 1.8% |
Bridgewater Associates LP Bridgewater Associates LP | 49,741 | $899,317.3 | $859,275.77 | -$40,041.53 | -4.45% |
Point72 Asset Management LP Point72 Asset Management LP | 713,174 | $10.29M | $12.33M | $2.04M | 19.79% |
| YA Yinka Akinsola Blue Trust Inc. | 357 | $5,764.38 | $6,170.74 | $406.36 | 7.05% |
| MD Michelle Dubey Yousif Capital Management LLC | 107,397 | $1.71M | $1.85M | $142,170.75 | 8.32% |
| AL Acas LLC Acas LLC | 15,118 | $204,093 | $261,163.45 | $57,070.45 | 27.96% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 78,875 | $1.06M | $1.36M | $299,330.62 | 28.11% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 12,963 | $216,482.1 | $224,065.45 | $7,583.35 | 3.5% |
Jessica Clark Caerus Investment Advisors LLC | 16,406 | $290,521.93 | $283,741.77 | -$6,780.16 | -2.33% |
| CAL CSM Advisors LLC CSM Advisors LLC | 18,862 | $322,756.71 | $326,218.29 | $3,461.58 | 1.07% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 63,843 | $1.05M | $1.11M | $51,317.13 | 4.87% |
Joseph Castro Nuveen LLC | 899,417 | $14.34M | $15.58M | $1.25M | 8.69% |
| SE Sima Elimelech Activest Wealth Management | 887 | $14,552.88 | $15,291.88 | $739 | 5.08% |