| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 17,618 | $264,446 | $231,852.88 | -$32,593.12 | -12.33% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 1,000 | $7,994 | $12,630 | $4,636 | 57.99% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 10,313 | $89,930 | $123,343.48 | $33,413.48 | 37.15% |
| JCM Jason C. Martin AllGen Financial Advisors Inc. | 43,173 | $420,529.94 | $540,957.69 | $120,427.75 | 28.64% |
Alexandra Stickelman Root Financial Partners, LLC | 19 | $268 | $234.36 | -$33.64 | -12.55% |
Christopher C. Powers Farther Finance Advisors, LLC | 11 | $155.1 | $122.1 | -$33 | -21.28% |
Curtis Burkholder Bare Financial Services, Inc | 77 | $1,086 | $946.71 | -$139.29 | -12.83% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 3,132 | $47,011 | $36,957.91 | -$10,053.09 | -21.38% |
Chokshi & Queen Wealth Advisors Inc. Chokshi & Queen Wealth Advisors Inc. | 10,814 | $162,318 | $113,547 | -$48,771 | -30.05% |