| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CD Charlie Durham Sterling Capital Management LLC | 303 | $5,436 | $5,051.01 | -$384.99 | -7.08% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 383,690 | $6.88M | $6.38M | -$500,715.45 | -7.27% |
Joseph Castro Nuveen LLC | 19,764 | $354,566 | $329,465.88 | -$25,100.12 | -7.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 33 | $570 | $550.11 | -$19.89 | -3.49% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 4,433 | $79,528 | $73,898.11 | -$5,629.89 | -7.08% |
| KDS Kurt D. Schrader Carbahal Olsen Financial Services Group LLC | 68,288 | $1.23M | $1.14M | -$81,945.88 | -6.69% |