| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven Scruggs FPA Queens Road Small Cap Value Fund | 17,573 | $2.2M | $1.31M | -$890,060.74 | -40.38% |
Chilton Investment Chilton Investment Co Inc. | 2,962 | $558,955.68 | $221,113.3 | -$337,842.38 | -60.44% |
Bridgewater Associates LP Bridgewater Associates LP | 50,739 | $6.38M | $3.79M | -$2.59M | -40.56% |
Ruane Cunniff & Goldfarb LP Ruane Cunniff & Goldfarb LP | 2.43M | $286.66M | $181.03M | -$105.63M | -36.85% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 51,737 | $8.01M | $3.96M | -$4.05M | -50.57% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 5,331 | $923,033.6 | $398,705.49 | -$524,328.11 | -56.8% |
| YA Yinka Akinsola Blue Trust Inc. | 2,757 | $444,449.86 | $205,685.98 | -$238,763.88 | -53.72% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 18,424 | $3.25M | $1.37M | -$1.87M | -57.67% |
Jeff Ameen Spire Wealth Management | 5,106 | $851,229.6 | $380,550.18 | -$470,679.42 | -55.29% |
| MD Michelle Dubey Yousif Capital Management LLC | 56,737 | $13.23M | $4.36M | -$8.86M | -67.01% |
Jason Kaplan Howard Capital Management Group LLC | 108,461 | $18.53M | $8.34M | -$10.19M | -54.98% |
Kyle P. Smith NewEdge Wealth LLC | 8,165 | $1.58M | $609,149.82 | -$971,561.86 | -61.46% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,009 | $464,823.75 | $224,320.95 | -$240,502.8 | -51.74% |
Kasey Fegan Corsicana & Co. | 3,929 | $714,064.63 | $292,906.95 | -$421,157.68 | -58.98% |
Joseph Castro Nuveen LLC | 2.97M | $488.31M | $221.15M | -$267.15M | -54.71% |
| JDK James D. King Lindenwold Advisors Inc. | 16,736 | $2.45M | $1.25M | -$1.2M | -49.05% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 99 | $14,485.68 | $7,381.44 | -$7,104.24 | -49.04% |
Adam J. Peck Riverwater Partners LLC | 3,242 | $522,198.51 | $241,755.94 | -$280,442.57 | -53.7% |
| SE Sima Elimelech Activest Wealth Management | 2 | $311.9 | $153.82 | -$158.08 | -50.68% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 14,204 | $2.44M | $1.06M | -$1.38M | -56.57% |