| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Riley Hickory Point Bank & Trust | 2,773 | $406,654.96 | $710,858.58 | $304,203.62 | 74.81% |
| AJP Andrew J. Pulsfort Wealth Advisory Team LLC | 1,280 | $195,495.19 | $328,128.01 | $132,632.82 | 67.84% |
Code Waechter LLC Code Waechter LLC | 2,607 | $433,520.12 | $668,304.48 | $234,784.36 | 54.16% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 1,515 | $373,671.11 | $388,370.27 | $14,699.16 | 3.93% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 2,023 | $318,903.8 | $518,596.07 | $199,692.27 | 62.62% |
Adam Amante Fortress Financial Solutions LLC | 1,806 | $341,577.85 | $462,968.12 | $121,390.27 | 35.54% |
Seneschal Advisors LLC Seneschal Advisors LLC | 338 | $62,919.74 | $86,646.3 | $23,726.56 | 37.71% |
Jared Machen BWM Planning LLC | 6,911 | $1.18M | $1.77M | $595,816.76 | 50.67% |
Steve Solano Global Wealth Management LLC | 8,077 | $1.31M | $2.07M | $761,391.94 | 58.16% |
Curtis Harrell Tounjian Advisory Partners LLC | 2,674 | $443,444.75 | $693,181.05 | $249,736.3 | 56.32% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 1,198 | $249,134.26 | $307,107.31 | $57,973.05 | 23.27% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 6,393 | $1.1M | $1.64M | $535,913.42 | 48.59% |
FMB Wealth Management FMB Wealth Management | 970 | $163,781.74 | $248,659.51 | $84,877.77 | 51.82% |
Bryan Buchert Kera Capital Partners Inc. | 40,089 | $8.45M | $10.28M | $1.83M | 21.66% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 3,828 | $645,169.91 | $981,307.84 | $336,137.93 | 52.1% |
Triune Financial Partners LLC Triune Financial Partners LLC | 998 | $208,051.92 | $258,711.55 | $50,659.63 | 24.35% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 1,310 | $209,645.05 | $335,818.51 | $126,173.46 | 60.18% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 361,537 | $53.54M | $92.68M | $39.14M | 73.09% |
Aldis Birkans Bank of Jackson Hole Trust | 11,390 | $1.74M | $2.92M | $1.18M | 68.1% |
Philip H. Luccock Financially Speaking Inc. | 891 | $136,100 | $228,407.86 | $92,307.86 | 67.82% |