| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven Scruggs FPA Queens Road Small Cap Value Fund | 61,726 | $7.66M | $17.74M | $10.08M | 131.55% |
| CD Charlie Durham Sterling Capital Management LLC | 5,076 | $1.06M | $1.47M | $408,705.18 | 38.67% |
| JM John Malone Amundi | 3.02M | $729.89M | $871.86M | $141.97M | 19.45% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 2,605 | $652,626.19 | $752,089.52 | $99,463.33 | 15.24% |
| CP C Pace Texas Yale Capital Corp. | 3,995 | $801,844.41 | $1.15M | $352,870.39 | 44.01% |
Chilton Investment Chilton Investment Co Inc. | 12,308 | $2.63M | $3.54M | $908,740.19 | 34.6% |
| WN William Newman Sky Investment Group LLC | 6,811 | $1.43M | $1.97M | $532,184.07 | 37.11% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 21,331 | $5.12M | $6.16M | $1.04M | 20.29% |
Bridgewater Associates LP Bridgewater Associates LP | 514,266 | $124.55M | $148.25M | $23.7M | 19.03% |
Field & Main Bank Field & Main Bank | 7,265 | $844,177.54 | $2.09M | $1.25M | 147.62% |
Point72 Asset Management LP Point72 Asset Management LP | 931,024 | $243.4M | $268.8M | $25.39M | 10.43% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 1,476 | $267,993.33 | $428,202.35 | $160,209.02 | 59.78% |
Austin Private Wealth Austin Private Wealth LLC | 1,061 | $238,552.52 | $305,286.83 | $66,734.31 | 27.97% |
SkyOak Wealth SkyOak Wealth LLC | 1,998 | $413,516.42 | $572,706.72 | $159,190.3 | 38.5% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 3,929 | $898,994.86 | $1.13M | $229,453.23 | 25.52% |
Michael Corrigan Advocate Group LLC | 34,419 | $7.54M | $9.94M | $2.39M | 31.71% |
Daniel Russell Naviter Wealth LLC | 10,619 | $2.53M | $3.05M | $523,986.34 | 20.74% |
| RR rosemary richard WCG Wealth Advisors LLC | 12,483 | $2.89M | $3.59M | $690,533.8 | 23.85% |
| YA Yinka Akinsola Blue Trust Inc. | 6,714 | $1.57M | $1.94M | $366,347.7 | 23.3% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 19,098 | $4.51M | $5.49M | $975,752.04 | 21.63% |