| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven Scruggs FPA Queens Road Small Cap Value Fund | 4,890 | $227,234.9 | $487,630.8 | $260,395.9 | 114.59% |
| CD Charlie Durham Sterling Capital Management LLC | 291,002 | $24M | $29.02M | $5.02M | 20.9% |
| JM John Malone Amundi | 3.63M | $278.84M | $363.75M | $84.91M | 30.45% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 30,066 | $2.27M | $3.01M | $743,293.87 | 32.72% |
Bridgewater Associates LP Bridgewater Associates LP | 621,519 | $49.91M | $62.12M | $12.21M | 24.45% |
Field & Main Bank Field & Main Bank | 27 | $1,909.44 | $2,717.55 | $808.11 | 42.32% |
Austin Private Wealth Austin Private Wealth LLC | 7,360 | $490,367.06 | $740,784 | $250,416.94 | 51.07% |
| YA Yinka Akinsola Blue Trust Inc. | 1,824 | $148,144.55 | $182,892.48 | $34,747.93 | 23.46% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 11,094 | $870,666.91 | $1.11M | $235,626.77 | 27.06% |
Jeff Ameen Spire Wealth Management | 2,754 | $173,034.91 | $276,143.58 | $103,108.67 | 59.59% |
Michelle Dubey Yousif Capital Management LLC | 64,222 | $4.17M | $6.44M | $2.27M | 54.41% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 18,982 | $1.26M | $1.89M | $634,001.32 | 50.36% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 57 | $4,695.09 | $5,737.05 | $1,041.96 | 22.19% |
Kyle P. Smith NewEdge Wealth LLC | 4,005 | $316,154.7 | $400,820.4 | $84,665.7 | 26.78% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 4,673 | $395,382.53 | $470,337.45 | $74,954.92 | 18.96% |
Matt Hunter Heartland Bank & Trust Co. | 6,256 | $500,631.55 | $629,666.4 | $129,034.85 | 25.77% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 13,008 | $1.06M | $1.3M | $242,183.18 | 22.85% |
Kasey Fegan Corsicana & Co. | 1,803 | $107,909.55 | $179,795.16 | $71,885.61 | 66.62% |
| YL Yosef Levy Y.D. More Investments Ltd. | 348 | $28,335.27 | $34,702.56 | $6,367.29 | 22.47% |
| TCL Therese C.D. Linden Bank of New Hampshire | 731 | $51,374.68 | $72,895.32 | $21,520.64 | 41.89% |