| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 4,832 | $228,650 | $249,911.04 | $21,261.04 | 9.3% |
John Quinn Safe Harbor Fiduciary, LLC | 33,102 | $1.37M | $1.72M | $346,627.68 | 25.31% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 19,326 | $994,498.53 | $993,163.14 | -$1,335.39 | -0.13% |
Tuomas Suomela S-Bank Fund Management Ltd | 262,963 | $12.81M | $14.19M | $1.38M | 10.76% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 19,177 | $812,901.58 | $1.03M | $221,889.34 | 27.3% |
Taryn Anderson YANKCOM Partnership | 3,498 | $161,667.58 | $180,846.6 | $19,179.02 | 11.86% |
Andrew Snider Maiden Cove Capital, LLC | 16,062 | $642,248.09 | $829,120.44 | $186,872.35 | 29.1% |
David Levy Diversified Enterprises LLC | 31,851 | $1.47M | $1.64M | $165,673.78 | 11.26% |
Pines Wealth Management LLC Pines Wealth Management LLC | 6,025 | $303,264.4 | $325,109 | $21,844.6 | 7.2% |
Matthew Riley Hickory Point Bank & Trust | 23,107 | $1.03M | $1.19M | $158,904.42 | 15.45% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 4,661 | $202,040.89 | $239,528.79 | $37,487.9 | 18.55% |
Seneschal Advisors LLC Seneschal Advisors LLC | 51 | $2,631.19 | $2,620.89 | -$10.3 | -0.39% |
Curtis Harrell Tounjian Advisory Partners LLC | 878 | $48,289.04 | $45,080.91 | -$3,208.13 | -6.64% |
Sherod Bigelow Seros Financial LLC | 6,741 | $384,102 | $350,194.95 | -$33,907.05 | -8.83% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 40,177 | $1.82M | $2.17M | $343,437.76 | 18.82% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 7,179 | $269,637.1 | $368,928.81 | $99,291.71 | 36.82% |
FMB Wealth Management FMB Wealth Management | 6,978 | $291,304.37 | $362,751.33 | $71,446.96 | 24.53% |
Bryan Buchert Kera Capital Partners Inc. | 13,954 | $734,181.28 | $717,096.06 | -$17,085.22 | -2.33% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 14,095 | $568,994.35 | $724,342.05 | $155,347.7 | 27.3% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 992,640 | $44.22M | $51.01M | $6.8M | 15.37% |