| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CW Cathleen Wrisberg Convergence Financial, LLC | 4,876 | $480,748.3 | $496,181.76 | $15,433.46 | 3.21% |
| 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 | $23,277.98 | -$6,676.12 | -22.29% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 228 | $23,967.64 | $21,931.32 | -$2,036.32 | -8.5% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 5,882 | $655,830.71 | $565,789.58 | -$90,041.13 | -13.73% |
Jesper Bonnivier Avanza Fonder AB | 144,221 | $15.85M | $13.87M | -$1.97M | -12.46% |
Barry Carpenter Cascades Capital Asset Management, LLC | 2,178 | $213,748.34 | $209,501.82 | -$4,246.52 | -1.99% |
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 | 28,847 | $3.29M | $2.77M | -$519,459.88 | -15.77% |
David Levy Diversified Enterprises LLC | 6,109 | $624,089.23 | $587,624.71 | -$36,464.52 | -5.84% |
Pines Wealth Management LLC Pines Wealth Management LLC | 4,424 | $474,918.94 | $425,544.56 | -$49,374.38 | -10.4% |
Matthew Riley Hickory Point Bank & Trust | 12,256 | $1.33M | $1.18M | -$147,846.15 | -11.14% |
Seneschal Advisors LLC Seneschal Advisors LLC | 126 | $14,427.98 | $12,119.94 | -$2,308.04 | -16% |
Curtis Harrell Tounjian Advisory Partners LLC | 150 | $14,413 | $15,734.25 | $1,321.25 | 9.17% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 7,266 | $792,529.55 | $698,916.54 | -$93,613.01 | -11.81% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 2,117 | $258,022.87 | $203,634.23 | -$54,388.64 | -21.08% |
Braden Janowski Fieldview Capital Management LLC | 3,257 | $313,910 | $313,290.83 | -$619.17 | -0.2% |
Bryan Buchert Kera Capital Partners Inc. | 4,989 | $567,299.9 | $479,891.91 | -$87,407.99 | -15.41% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 266,503 | $29.86M | $25.63M | -$4.22M | -14.14% |