| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CD Charlie Durham Sterling Capital Management LLC | 45,882.92 | $1.6M | $2M | $400,879.08 | 25.13% |
| JM John Malone Amundi | 24.63M | $963.52M | $1.16B | $194.9M | 20.23% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 291,431 | $14.09M | $14.12M | $34,371.81 | 0.24% |
Bridgewater Associates LP Bridgewater Associates LP | 980,458 | $44.15M | $47.52M | $3.37M | 7.63% |
Private Capital Private Capital Management | 37,138 | $1.63M | $1.8M | $167,533.8 | 10.26% |
Field & Main Bank Field & Main Bank | 24,592 | $1.21M | $1.16M | -$57,813.55 | -4.77% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 7,887 | $328,904.28 | $369,190.47 | $40,286.19 | 12.25% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 33,773 | $1.5M | $1.59M | $92,630.52 | 6.19% |
Red Spruce Capital Red Spruce Capital LLC | 68,952 | $2.77M | $3.23M | $461,787.22 | 16.7% |
Austin Private Wealth Austin Private Wealth LLC | 12,915 | $481,711.05 | $604,551.15 | $122,840.1 | 25.5% |
SkyOak Wealth SkyOak Wealth LLC | 40,500 | $2.21M | $1.9M | -$311,618.47 | -14.12% |
Adams Wealth Management Adams Wealth Management | 10,477 | $395,393.62 | $492,942.84 | $97,549.22 | 24.67% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 10,718 | $523,510.64 | $504,067.54 | -$19,443.1 | -3.71% |
Michael Corrigan Advocate Group LLC | 355,212 | $14.26M | $16.63M | $2.37M | 16.62% |
Christian McGill CFC Planning Co. LLC | 96,074 | $4.76M | $4.5M | -$252,013.98 | -5.3% |
Daniel Russell Naviter Wealth LLC | 45,614 | $1.84M | $2.15M | $307,086.34 | 16.69% |
| RR rosemary richard WCG Wealth Advisors LLC | 97,113 | $3.97M | $4.71M | $735,346.98 | 18.52% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 7,597 | $333,888.15 | $355,615.57 | $21,727.42 | 6.51% |
| YA Yinka Akinsola Blue Trust Inc. | 39,091 | $1.67M | $1.83M | $157,859.47 | 9.44% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 126,254 | $5.86M | $6.12M | $261,258.66 | 4.46% |