| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven Scruggs FPA Queens Road Small Cap Value Fund | 131,176 | $5.34M | $19.28M | $13.95M | 261.32% |
| CD Charlie Durham Sterling Capital Management LLC | 36,544 | $4.78M | $5.28M | $501,885.18 | 10.5% |
| JM John Malone Amundi | 7.03M | $900.59M | $1.02B | $115.25M | 12.8% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 3,614 | $401,642.54 | $522,512.12 | $120,869.58 | 30.09% |
Chilton Investment Chilton Investment Co Inc. | 42,666 | $2.74M | $6.28M | $3.54M | 128.85% |
| PC Patty Conover Knightsbridge Asset Management LLC | 7,159 | $804,559.09 | $1.04M | $230,489.13 | 28.65% |
| WN William Newman Sky Investment Group LLC | 2,101 | $274,214.77 | $303,762.58 | $29,547.81 | 10.78% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 38,313 | $4.84M | $5.54M | $694,851.18 | 14.34% |
Bridgewater Associates LP Bridgewater Associates LP | 17,714 | $2.75M | $2.56M | -$188,314.2 | -6.86% |
Private Capital Private Capital Management | 2,350 | $360,984 | $345,015.25 | -$15,968.75 | -4.42% |
Field & Main Bank Field & Main Bank | 17,603 | $1.12M | $2.59M | $1.47M | 131.42% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 2,254 | $274,945.82 | $331,214.03 | $56,268.21 | 20.47% |
Vectors Research Management Vectors Research Management LLC | 22,351 | $1.22M | $3.27M | $2.05M | 167.32% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 5,348 | $554,983.21 | $783,000.68 | $228,017.47 | 41.09% |
Austin Private Wealth Austin Private Wealth LLC | 2,439 | $239,215.43 | $359,032.99 | $119,817.56 | 50.09% |
Asio Capital Asio Capital LLC | 3,120 | $285,034.79 | $450,325.2 | $165,290.41 | 57.99% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 4,557 | $701,773.49 | $670,744.83 | -$31,028.66 | -4.42% |
| RR rosemary richard WCG Wealth Advisors LLC | 22,267 | $3.43M | $3.27M | -$162,212.49 | -4.72% |
| YA Yinka Akinsola Blue Trust Inc. | 10,080 | $1.23M | $1.46M | $231,271.91 | 18.86% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 39,962 | $4.91M | $5.87M | $960,335.4 | 19.56% |