| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 71 | $1,484.26 | $2,019.24 | $534.98 | 36.04% |
Joseph Castro Nuveen LLC | 35,116 | $711,036.99 | $998,699.04 | $287,662.05 | 40.46% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,000 | $17,820 | $28,490 | $10,670 | 59.88% |
Ana-Maria Ignat Covestor Ltd | 471 | $9,597.97 | $13,432.92 | $3,834.95 | 39.96% |
Kevin Kroskey True Wealth Design LLC | 21 | $443.65 | $598.71 | $155.06 | 34.95% |
Alexandra Stickelman Root Financial Partners, LLC | 4 | $91 | $114.04 | $23.04 | 25.32% |
Courtney Holt Compound Planning, Inc. | 16,673 | $281,440.01 | $475,347.23 | $193,907.22 | 68.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 205 | $4,496.53 | $5,844.55 | $1,348.02 | 29.98% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 17 | $330.96 | $484.67 | $153.71 | 46.44% |
Alan Gilmore Private Wealth Management Group, LLC | 114 | $1,754 | $3,250.14 | $1,496.14 | 85.3% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 4,553 | $95,795 | $129,806.03 | $34,011.03 | 35.5% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,387 | $21,485 | $39,543.37 | $18,058.37 | 84.05% |