| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bridgewater Associates LP Bridgewater Associates LP | 24,998 | $2.92M | $2.67M | -$252,229.36 | -8.64% |
Robert Bruce Robert Jeffrey Bruce is VP/Secretary at Bruce & Co Inc. | 3,945 | $309,524.58 | $419,373.22 | $109,848.64 | 35.49% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 1,905 | $218,293.95 | $202,606.27 | -$15,687.68 | -7.19% |
PAX Financial Group PAX Financial Group LLC | 3,113 | $297,263.88 | $329,573.31 | $32,309.43 | 10.87% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 30,280 | $3.24M | $3.23M | -$7,416.87 | -0.23% |
| YA Yinka Akinsola Blue Trust Inc. | 10,717 | $996,288.08 | $1.14M | $140,142.61 | 14.07% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 4,929 | $521,153.52 | $524,396.31 | $3,242.79 | 0.62% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 19,740 | $1.96M | $2.11M | $143,777.29 | 7.32% |
Jeff Ameen Spire Wealth Management | 352 | $40,751.04 | $37,326.08 | -$3,424.96 | -8.4% |
Michelle Dubey Yousif Capital Management LLC | 41,281 | $4M | $4.38M | $375,856.15 | 9.39% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 43,106 | $4.14M | $4.6M | $450,309 | 10.86% |
John Nowicki LCM Capital Management Inc. | 1,713 | $200,027.01 | $182,862.75 | -$17,164.26 | -8.58% |
Kyle P. Smith NewEdge Wealth LLC | 14,571 | $1.54M | $1.55M | $9,389.34 | 0.61% |
Matt Hunter Heartland Bank & Trust Co. | 7,592 | $845,993.4 | $803,765.04 | -$42,228.36 | -4.99% |
Dipen Mehta Invst LLC | 5,995 | $694,041.15 | $639,966.25 | -$54,074.9 | -7.79% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,201 | $373,780.77 | $341,562.7 | -$32,218.07 | -8.62% |
| TCL Therese C.D. Linden Bank of New Hampshire | 200 | $18,311.28 | $21,350 | $3,038.72 | 16.59% |
Joseph Castro Nuveen LLC | 2.88M | $315.34M | $304.87M | -$10.48M | -3.32% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 100,542 | $9.02M | $10.74M | $1.72M | 19.09% |
Richard Slavik Newbridge Financial Services Group Inc. | 67 | $6,523.75 | $7,104.68 | $580.93 | 8.9% |