| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CD Charlie Durham Sterling Capital Management LLC | 61 | $2,793.8 | $3,767.97 | $974.17 | 34.87% |
Joseph Castro Nuveen LLC | 4,728 | $282,818.69 | $292,048.56 | $9,229.87 | 3.26% |
Ana-Maria Ignat Covestor Ltd | 8 | $518.56 | $492.72 | -$25.84 | -4.98% |
Drew Phillips Fortitude Family Office LLC | 3 | $194 | $184.77 | -$9.23 | -4.76% |
Kevin Kroskey True Wealth Design LLC | 2 | $92 | $123.18 | $31.18 | 33.89% |
Christopher C. Powers Farther Finance Advisors, LLC | 11 | $651.2 | $679.47 | $28.27 | 4.34% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 5,372 | $207,026.88 | $331,828.44 | $124,801.56 | 60.28% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 675 | $27,871 | $41,694.75 | $13,823.75 | 49.6% |