| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barry Carpenter Cascades Capital Asset Management, LLC | 12,415 | $328,886.31 | $1.16M | $830,364.31 | 252.48% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 1,697 | $236,888 | $154,851.25 | -$82,036.75 | -34.63% |
Teresa Coleman Creekside Partners | 3,997 | $558,125 | $365,125.95 | -$192,999.05 | -34.58% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 6,202 | $855,779.5 | $562,149.28 | -$293,630.22 | -34.31% |
Tuomas Suomela S-Bank Fund Management Ltd | 23,011 | $3.21M | $2.1M | -$1.11M | -34.6% |
Brent Peacock KP Management LLC | 120,000 | $5.3M | $11.28M | $5.98M | 112.98% |
Taryn Anderson YANKCOM Partnership | 2,451 | $290,097.65 | $233,751.87 | -$56,345.78 | -19.42% |
David Levy Diversified Enterprises LLC | 18,766 | $708,537.3 | $1.71M | $1.01M | 141.87% |
Pines Wealth Management LLC Pines Wealth Management LLC | 1,711 | $238,907 | $157,189.57 | -$81,717.43 | -34.2% |
Nathan White Paragon Capital Management Inc. | 51,405 | $6.42M | $4.9M | -$1.51M | -23.6% |
Matthew Riley Hickory Point Bank & Trust | 6,396 | $128,239.72 | $581,428.38 | $453,188.66 | 353.39% |
Seneschal Advisors LLC Seneschal Advisors LLC | 116 | $3,901 | $10,555.95 | $6,654.95 | 170.6% |
Jared Machen BWM Planning LLC | 17,796 | $480,653.77 | $1.7M | $1.22M | 253.84% |
Curtis Harrell Tounjian Advisory Partners LLC | 466 | $65,133 | $41,977.28 | -$23,155.72 | -35.55% |
Sherod Bigelow Seros Financial LLC | 1,569 | $219,036 | $147,470.31 | -$71,565.69 | -32.67% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 2,954 | $412,445 | $269,818.36 | -$142,626.64 | -34.58% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 2,998 | $418,548 | $274,706.74 | -$143,841.26 | -34.37% |
Bryan Buchert Kera Capital Partners Inc. | 164,650 | $4.15M | $14.99M | $10.84M | 261.06% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 657,782 | $13.92M | $62.73M | $48.81M | 350.58% |
Philip H. Luccock Financially Speaking Inc. | 682 | $19,318.14 | $65,315.14 | $45,997 | 238.1% |