| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 211 | $9,091.47 | $9,653.25 | $561.78 | 6.18% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 23,095 | $849,023.61 | $1.07M | $216,810.64 | 25.54% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 13,971 | $601,439.95 | $636,379.05 | $34,939.1 | 5.81% |
| BG Bart Gancher Intech Investment Management LLC | 20,608 | $928,242.61 | $947,555.84 | $19,313.23 | 2.08% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 13,207 | $431,478.65 | $607,257.86 | $175,779.21 | 40.74% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 454,836 | $18.1M | $20.95M | $2.85M | 15.77% |
| CD Charlie Durham Sterling Capital Management LLC | 822 | $37,129.72 | $37,606.5 | $476.78 | 1.28% |
| JM John Malone Amundi | 6,616 | $305,526.88 | $304,203.68 | -$1,323.2 | -0.43% |
| YA Yinka Akinsola Blue Trust Inc. | 1,066 | $41,301.23 | $48,769.5 | $7,468.27 | 18.08% |
Jeff Ameen Spire Wealth Management | 26 | $908.7 | $1,195.48 | $286.78 | 31.56% |
Michelle Dubey Yousif Capital Management LLC | 10,772 | $417,523.97 | $495,296.56 | $77,772.59 | 18.63% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 17,537 | $769,906.71 | $807,754.22 | $37,847.51 | 4.92% |
Joseph Castro Nuveen LLC | 95,761 | $4.12M | $4.38M | $258,615.32 | 6.27% |
Bobby Adusumilli SJS Investment Consulting Inc. | 320 | $16,412.92 | $14,713.6 | -$1,699.32 | -10.35% |
Ana-Maria Ignat Covestor Ltd | 27 | $1,394.55 | $1,241.46 | -$153.09 | -10.98% |
Bill McVay Red Tortoise LLC | 235 | $7,247.66 | $10,845.25 | $3,597.59 | 49.64% |
Drew Phillips Fortitude Family Office LLC | 12 | $516 | $551.76 | $35.76 | 6.93% |
Kevin Kroskey True Wealth Design LLC | 33 | $1,372.03 | $1,517.34 | $145.31 | 10.59% |
| DD Damir Durkovic Entropy Technologies, LP | 7,887 | $354,027.76 | $359,923.24 | $5,895.48 | 1.67% |
Driton Bilali Ilex Capital Partners (UK) LLP | 19,833 | $1.02M | $918,069.57 | -$106,304.43 | -10.38% |