| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 152 | $8,861.7 | $10,454.56 | $1,592.86 | 17.97% |
Donald Smith & Co Donald Smith & Co Inc. | 682,280 | $44.27M | $47.55M | $3.28M | 7.41% |
Point72 Asset Management LP Point72 Asset Management LP | 89,789 | $5.34M | $6.29M | $948,952.52 | 17.76% |
| YA Yinka Akinsola Blue Trust Inc. | 4,141 | $232,517.15 | $284,817.98 | $52,300.83 | 22.49% |
Joseph Castro Nuveen LLC | 12,553 | $720,536 | $863,395.34 | $142,859.34 | 19.83% |
Brian Baylis Bell Investment Advisors Inc. | 793 | $41,290.49 | $55,565.51 | $14,275.02 | 34.57% |
Ashish Sharma DGS Capital Management LLC | 24,090 | $892,209.35 | $1.68M | $790,477.15 | 88.6% |
W. Travis McKinney HB Wealth Management LLC | 10,362 | $570,527.72 | $726,065.34 | $155,537.62 | 27.26% |
Edward Lowndes Angeles Wealth Management LLC | 4,189 | $242,543.1 | $292,601.65 | $50,058.55 | 20.64% |
Anita Woodhouse V-Square Quantitative Management LLC | 404 | $26,777.61 | $28,308.28 | $1,530.67 | 5.72% |
Lukas Lindgren Abound Wealth Management | 12 | $428.89 | $839.64 | $410.75 | 95.77% |
Jill Grimes Centurion Wealth Management LLC | 6,850 | $384,627.97 | $481,007 | $96,379.03 | 25.06% |
Alex Nunnamaker Schechter Investment Advisors LLC | 8,780 | $266,973.58 | $613,283 | $346,309.42 | 129.72% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 5,043 | $253,044.69 | $352,631.77 | $99,587.08 | 39.36% |
Patrick D. Hayes Canopy Partners LLC | 7,289 | $273,617.9 | $511,906.47 | $238,288.57 | 87.09% |
Kevin Kroskey True Wealth Design LLC | 301 | $18,834.39 | $21,091.07 | $2,256.68 | 11.98% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 4,158 | $240,748.2 | $294,386.4 | $53,638.2 | 22.28% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 358 | $20,550 | $25,060 | $4,510 | 21.95% |
Jorge Paganin Abacus Wealth Partners, LLC | 21,372 | $1.26M | $1.5M | $245,760.96 | 19.56% |
Courtney Holt Compound Planning, Inc. | 8,693 | $352,234.32 | $606,988.72 | $254,754.4 | 72.33% |