| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 220 | $150,093 | $119,286.2 | -$30,806.8 | -20.53% |
Roger Krabbe Bank & Trust Co | 60 | $26,157.19 | $32,528.4 | $6,371.21 | 24.36% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 905 | $425,962.61 | $490,700.05 | $64,737.44 | 15.2% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 1,318 | $618,213.94 | $714,632.78 | $96,418.84 | 15.6% |
Neisy Arnez Drucker Wealth 3.0, LLC | 618 | $324,414.35 | $335,085.78 | $10,671.43 | 3.29% |
Carmen McClennon WR Wealth Planners, LLC | 36 | $17,231.4 | $19,515.96 | $2,284.56 | 13.26% |
Nathan Edwards IMG Wealth Management, Inc. | 339 | $191,087.87 | $183,809.19 | -$7,278.68 | -3.81% |
David A Rozenson Fairscale Capital, LLC | 5 | $2,175.88 | $2,717.95 | $542.07 | 24.91% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 1,061 | $475,714.94 | $575,178.71 | $99,463.77 | 20.91% |
David Van Overeem RMR Capital Management, LLC | 399 | $243,119 | $216,892.41 | -$26,226.59 | -10.79% |
Chad Warrick Summit Wealth Partners, LLC | 558 | $218,363.62 | $303,440.4 | $85,076.78 | 38.96% |
Samantha Cox Capital Investment Counsel, LLC | 16,250 | $7.7M | $8.83M | $1.14M | 14.77% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 297 | $169,352.38 | $161,428.41 | -$7,923.97 | -4.68% |
Taryn Anderson YANKCOM Partnership | 1,033 | $496,803.51 | $561,115.27 | $64,311.76 | 12.95% |
| DL David Levy Diversified Enterprises LLC | 1,070 | $582,949.72 | $580,057.7 | -$2,892.02 | -0.5% |
Pines Wealth Management LLC Pines Wealth Management LLC | 888 | $410,633.6 | $481,393.68 | $70,760.08 | 17.23% |
| BB Bryan Buchert Kera Capital Partners Inc. | 300 | $207,678 | $162,633 | -$45,045 | -21.69% |
| MS Mark Schafer Police & Firemen's Retirement System of New Jersey | 20,589 | $9.86M | $11.19M | $1.33M | 13.48% |
| AB Aldis Birkans Bank of Jackson Hole Trust | 170 | $79,779.68 | $92,158.7 | $12,379.02 | 15.52% |
| PHL Philip H. Luccock Financially Speaking Inc. | 53 | $27,136.56 | $28,731.83 | $1,595.27 | 5.88% |