| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 4 | $91 | $100.84 | $9.84 | 10.81% |
Courtney Holt Compound Planning, Inc. | 16,673 | $281,440.01 | $420,326.33 | $138,886.32 | 49.35% |
Christopher C. Powers Farther Finance Advisors, LLC | 213 | $4,628.67 | $5,369.73 | $741.06 | 16.01% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 17 | $330.96 | $428.57 | $97.61 | 29.49% |
Alan Gilmore Private Wealth Management Group, LLC | 114 | $1,754 | $2,873.94 | $1,119.94 | 63.85% |
| MS Mark Schafer Police & Firemen's Retirement System of New Jersey | 4,553 | $95,795 | $114,781.13 | $18,986.13 | 19.82% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,387 | $21,485 | $34,966.27 | $13,481.27 | 62.75% |