| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven Scruggs FPA Queens Road Small Cap Value Fund | 82,939 | $9.35M | $17.87M | $8.52M | 91.15% |
| CD Charlie Durham Sterling Capital Management LLC | 2,229 | $425,355.36 | $475,802.36 | $50,447 | 11.86% |
| JM John Malone Amundi | 1.68M | $291.99M | $358.76M | $66.77M | 22.87% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 15,921 | $3.87M | $3.4M | -$470,654.43 | -12.16% |
Chilton Investment Chilton Investment Co Inc. | 143,145 | $36.93M | $30.9M | -$6.03M | -16.32% |
| PC Patty Conover Knightsbridge Asset Management LLC | 2,995 | $685,977.17 | $639,312.73 | -$46,664.44 | -6.8% |
| WN William Newman Sky Investment Group LLC | 21,572 | $4.7M | $4.6M | -$94,051.54 | -2% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,203 | $1.12M | $898,391.25 | -$224,425.81 | -19.99% |
Bulldog Investors Bulldog Investors LLP | 12,000 | $2.63M | $2.61M | -$21,930 | -0.83% |
Glenn Greenberg Brave Warrior Advisors LLC | 1,789 | $175,459.44 | $389,715.76 | $214,256.32 | 122.11% |
Private Capital Private Capital Management | 5,166 | $1.1M | $1.12M | $21,558.67 | 1.96% |
SkyOak Wealth SkyOak Wealth LLC | 1,312 | $286,606.4 | $284,428.48 | -$2,177.92 | -0.76% |
Adams Wealth Management Adams Wealth Management | 14,232 | $3.33M | $3.08M | -$255,309.08 | -7.66% |
Asio Capital Asio Capital LLC | 16,160 | $3.2M | $3.48M | $280,052.8 | 8.74% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,085 | $237,018 | $233,730.7 | -$3,287.3 | -1.39% |
Daniel Russell Naviter Wealth LLC | 3,471 | $852,265.45 | $749,527.74 | -$102,737.71 | -12.05% |
| YA Yinka Akinsola Blue Trust Inc. | 2,916 | $720,558.99 | $622,449.39 | -$98,109.6 | -13.62% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 24,123 | $5.78M | $5.19M | -$585,273.7 | -10.13% |
Jeff Ameen Spire Wealth Management | 13,961 | $3.2M | $2.98M | -$219,030.02 | -6.84% |
Michelle Dubey Yousif Capital Management LLC | 58,651 | $6.12M | $12.54M | $6.42M | 104.92% |