| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven Scruggs FPA Queens Road Small Cap Value Fund | 15,985 | $1.32M | $2.97M | $1.65M | 125.12% |
| CD Charlie Durham Sterling Capital Management LLC | 893 | $77,101.61 | $167,741.12 | $90,639.51 | 117.56% |
| JM John Malone Amundi | 388,616 | $61.65M | $73.57M | $11.92M | 19.33% |
Chilton Investment Chilton Investment Co Inc. | 4,814 | $821,340.31 | $899,447.76 | $78,107.45 | 9.51% |
Bridgewater Associates LP Bridgewater Associates LP | 114,940 | $21.52M | $21.52M | -$3,258.6 | -0.02% |
Point72 Asset Management LP Point72 Asset Management LP | 1.24M | $178.34M | $234.81M | $56.48M | 31.67% |
| YA Yinka Akinsola Blue Trust Inc. | 37 | $3,586.66 | $7,004.47 | $3,417.81 | 95.29% |
Jeff Ameen Spire Wealth Management | 33,435 | $4.86M | $6.33M | $1.47M | 30.15% |
Michelle Dubey Yousif Capital Management LLC | 38,125 | $902,756.96 | $7.22M | $6.31M | 699.49% |
Keith Dubauskas One Plus One Wealth Management LLC | 1,100 | $219,450 | $207,372 | -$12,078 | -5.5% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 38,741 | $4.76M | $7.25M | $2.49M | 52.2% |
Kyle P. Smith NewEdge Wealth LLC | 3,985 | $578,509.12 | $749,817.6 | $171,308.48 | 29.61% |
Jessica Clark Caerus Investment Advisors LLC | 2,616 | $312,614.9 | $487,465.44 | $174,850.54 | 55.93% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,438 | $394,544.88 | $647,272.26 | $252,727.38 | 64.06% |
| YL Yosef Levy Y.D. More Investments Ltd. | 4,973 | $736,179.78 | $923,486.1 | $187,306.32 | 25.44% |
Joseph Castro Nuveen LLC | 737,096 | $75.4M | $138.46M | $63.05M | 83.62% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 282 | $11,127.72 | $52,308.18 | $41,180.46 | 370.07% |
Sima Elimelech Activest Wealth Management | 129 | $14,749.48 | $24,420.99 | $9,671.51 | 65.57% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,788 | $205,190.88 | $332,550.12 | $127,359.24 | 62.07% |
Brian Baylis Bell Investment Advisors Inc. | 36 | $3,738.76 | $6,815.16 | $3,076.4 | 82.28% |