| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 36 | $1,343.85 | $1,793.52 | $449.67 | 33.46% |
Alexandra Stickelman Root Financial Partners, LLC | 28 | $1,371 | $1,337.28 | -$33.72 | -2.46% |
Shawn Scholz Impact Partnership Wealth, LLC | 7,319 | $242,039.16 | $357,716.12 | $115,676.96 | 47.79% |
Bradley H. Owens LJI Wealth Management, LLC | 15,000 | $750,000 | $733,800 | -$16,200 | -2.16% |
Christopher C. Powers Farther Finance Advisors, LLC | 340 | $16,162.81 | $16,915 | $752.19 | 4.65% |
STEFANIE KENNEDY Ballast Asset Management, LP | 135,270 | $4.43M | $6.77M | $2.34M | 52.95% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 60,521 | $2.39M | $2.96M | $568,457.42 | 23.8% |
Taylor Wagner Valued Wealth Advisors LLC | 16 | $802 | $794.24 | -$7.76 | -0.97% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 54 | $2,318 | $2,688.66 | $370.66 | 15.99% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 7,177 | $248,814.46 | $357,235.17 | $108,420.71 | 43.57% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 7,200 | $360,000 | $353,016 | -$6,984 | -1.94% |