| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Trent White Luminvest Wealth Management LLC | 382 | $276,186 | $193,929.94 | -$82,256.06 | -29.78% |
Brent Peacock KP Management LLC | 10,000 | $3.42M | $5.08M | $1.66M | 48.53% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 2,231 | $451,936.31 | $1.23M | $779,687.24 | 172.52% |
Taryn Anderson YANKCOM Partnership | 245 | $42,207.65 | $124,379.15 | $82,171.5 | 194.68% |
David Levy Diversified Enterprises LLC | 3,996 | $843,451.83 | $2.03M | $1.19M | 140.52% |
Pines Wealth Management LLC Pines Wealth Management LLC | 749 | $192,485.65 | $380,244.84 | $187,759.19 | 97.54% |
Matthew Riley Hickory Point Bank & Trust | 28 | $9,570 | $14,214.76 | $4,644.76 | 48.53% |
Code Waechter LLC Code Waechter LLC | 1,178 | $402,628.41 | $598,035.27 | $195,406.86 | 48.53% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 318 | $229,914 | $161,439.06 | -$68,474.94 | -29.78% |
High Probability Advisors LLC High Probability Advisors LLC | 289 | $208,947 | $146,716.63 | -$62,230.37 | -29.78% |
Seneschal Advisors LLC Seneschal Advisors LLC | 8 | $1,638 | $4,061.36 | $2,423.36 | 147.95% |
Curtis Harrell Tounjian Advisory Partners LLC | 121 | $17,562.03 | $65,255.3 | $47,693.27 | 271.57% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 4,719 | $881,285.91 | $2.4M | $1.51M | 171.84% |
Bryan Buchert Kera Capital Partners Inc. | 769 | $202,035.69 | $390,398.24 | $188,362.55 | 93.23% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 118,911 | $19.71M | $60.37M | $40.66M | 206.36% |
Aldis Birkans Bank of Jackson Hole Trust | 1,630 | $279,272.3 | $827,502.12 | $548,229.82 | 196.31% |
William Staveacre Aster Capital Management (DIFC) Ltd. | 4,057 | $1.37M | $2.06M | $687,894.88 | 50.15% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 31 | $9,790.6 | $15,737.77 | $5,947.17 | 60.74% |
Scott M. Freund Family Office Research LLC | 312 | $225,516 | $158,393.04 | -$67,122.96 | -29.76% |
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 58 | $10,039.17 | $29,444.86 | $19,405.69 | 193.3% |