| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TPL Todd P. Lowe Parthenon LLC | 9,112 | $510,962.23 | $480,794.68 | -$30,167.55 | -5.9% |
| KAC Kimberly A. Clarke Stoneridge Investment Partners LLC | 10,080 | $463,000 | $531,871.2 | $68,871.2 | 14.87% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 84,186 | $4.16M | $4.45M | $288,234.92 | 6.93% |
Chilton Investment Chilton Investment Co Inc. | 13,950 | $589,278.43 | $736,071.75 | $146,793.32 | 24.91% |
Bridgewater Associates LP Bridgewater Associates LP | 731,655 | $33.84M | $38.64M | $4.8M | 14.18% |
Adams Wealth Management Adams Wealth Management | 13,285 | $577,377.17 | $701,580.85 | $124,203.68 | 21.51% |
| RR rosemary richard WCG Wealth Advisors LLC | 16,024 | $786,094.84 | $846,227.44 | $60,132.6 | 7.65% |
| YA Yinka Akinsola Blue Trust Inc. | 111,165 | $5M | $5.87M | $868,527.96 | 17.36% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 18,137 | $914,781.56 | $957,814.97 | $43,033.41 | 4.7% |
Jeff Ameen Spire Wealth Management | 8,298 | $330,717.31 | $431,081.1 | $100,363.79 | 30.35% |
| MD Michelle Dubey Yousif Capital Management LLC | 150,889 | $8.64M | $7.97M | -$668,166.7 | -7.74% |
Cole Holmlund Alaethes Wealth LLC | 4,694 | $201,795.06 | $247,890.14 | $46,095.08 | 22.84% |
Marc Trottier Coerente Capital Management | 338,586 | $14.03M | $17.88M | $3.85M | 27.48% |
Jennifer Easley Gitterman Wealth Management LLC | 5,147 | $235,320.84 | $271,813.07 | $36,492.23 | 15.51% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 71,082 | $3.18M | $3.75M | $575,968.72 | 18.12% |
Kyle P. Smith NewEdge Wealth LLC | 31,620 | $1.46M | $1.67M | $212,859.7 | 14.61% |
John Ledford FWG Holdings LLC | 5,460 | $205,570.96 | $288,397.2 | $82,826.24 | 40.29% |
Matthew Carney Nfj Investment Group LLC | 467,985 | $13.39M | $24.72M | $11.33M | 84.62% |
| DM Dipen Mehta Invst LLC | 15,588 | $608,029.44 | $824,371.38 | $216,341.94 | 35.58% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 42,256 | $1.8M | $2.23M | $437,836.65 | 24.37% |