| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 91 | $1,940.09 | $2,485.39 | $545.3 | 28.11% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 8,492 | $239,650 | $231,933.5 | -$7,716.5 | -3.22% |
| AS Anton Schutz MENDON CAPITAL ADVISORS Corp. | 268,279 | $5.44M | $7.55M | $2.1M | 38.63% |
Joseph Castro Nuveen LLC | 36,539 | $751,194.03 | $999,597.42 | $248,403.39 | 33.07% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,000 | $17,820 | $27,350 | $9,530 | 53.48% |
Ana-Maria Ignat Covestor Ltd | 394 | $8,062.49 | $11,162.02 | $3,099.53 | 38.44% |
Drew Phillips Fortitude Family Office LLC | 11 | $310 | $300.85 | -$9.15 | -2.95% |
Kevin Kroskey True Wealth Design LLC | 19 | $387.18 | $519.65 | $132.47 | 34.21% |
Courtney Holt Compound Planning, Inc. | 16,673 | $281,440.01 | $484,517.36 | $203,077.35 | 72.16% |
Christopher C. Powers Farther Finance Advisors, LLC | 205 | $4,496.53 | $5,957.3 | $1,460.77 | 32.49% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 17 | $330.96 | $488.07 | $157.11 | 47.47% |
Alan Gilmore Private Wealth Management Group, LLC | 114 | $1,754 | $3,146.4 | $1,392.4 | 79.38% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 6,239 | $143,374.03 | $172,327.42 | $28,953.39 | 20.19% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,387 | $21,485 | $38,308.94 | $16,823.94 | 78.31% |