| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CW Cathleen Wrisberg Convergence Financial, LLC | 4,876 | $480,748.3 | $504,617.24 | $23,868.94 | 4.96% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 355 | $35,648.26 | $34,147.45 | -$1,500.81 | -4.21% |
Greg Reidy Granite FO LLC | 242 | $29,954.1 | $25,126.86 | -$4,827.24 | -16.12% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 228 | $23,967.64 | $23,721.12 | -$246.52 | -1.03% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 5,882 | $655,830.71 | $610,728.06 | -$45,102.65 | -6.88% |
Jesper Bonnivier Avanza Fonder AB | 144,221 | $15.85M | $14.83M | -$1.02M | -6.41% |
Barry Carpenter Cascades Capital Asset Management, LLC | 2,178 | $213,748.34 | $225,401.22 | $11,652.88 | 5.45% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 2,301 | $231,702.83 | $221,333.19 | -$10,369.64 | -4.48% |
Taryn Anderson YANKCOM Partnership | 246 | $27,392.11 | $23,662.74 | -$3,729.37 | -13.61% |
| MCM Massar Capital Management LP Massar Capital Management LP | 3,842 | $437,104.31 | $397,262.8 | -$39,841.51 | -9.11% |
David Levy Diversified Enterprises LLC | 6,109 | $624,089.23 | $631,914.96 | $7,825.73 | 1.25% |
Pines Wealth Management LLC Pines Wealth Management LLC | 4,424 | $474,918.94 | $457,441.6 | -$17,477.34 | -3.68% |
Matthew Riley Hickory Point Bank & Trust | 12,256 | $1.33M | $1.27M | -$58,990.15 | -4.45% |
Seneschal Advisors LLC Seneschal Advisors LLC | 126 | $14,427.98 | $13,029.03 | -$1,398.95 | -9.7% |
Curtis Harrell Tounjian Advisory Partners LLC | 150 | $14,413 | $15,510.75 | $1,097.75 | 7.62% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 8,116 | $874,345.4 | $839,234.98 | -$35,110.42 | -4.02% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 2,229 | $268,804.72 | $230,489.74 | -$38,314.98 | -14.25% |
Braden Janowski Fieldview Capital Management LLC | 7,254 | $698,621.53 | $750,099.87 | $51,478.34 | 7.37% |
Bryan Buchert Kera Capital Partners Inc. | 5,483 | $614,847.42 | $566,969.61 | -$47,877.81 | -7.79% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 266,503 | $29.86M | $27.56M | -$2.3M | -7.7% |