| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 19,262 | $448,188.11 | $459,013.46 | $10,825.35 | 2.42% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,054 | $267,536.97 | $242,301.4 | -$25,235.57 | -9.43% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1 | $23.73 | $23.87 | $0.14 | 0.59% |
Isabelle Cordwell-Riant De Lisle Partners LLP | 476,019 | $7.59M | $11.45M | $3.86M | 50.81% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 21,627 | $464,112.82 | $515,912.08 | $51,799.26 | 11.16% |
Angela Pompian Sunpointe, LLC | 17,388 | $338,805.18 | $414,364.73 | $75,559.55 | 22.3% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 7,236 | $148,125.06 | $172,614.78 | $24,489.72 | 16.53% |
| MWM Mindset Wealth Management LLC Mindset Wealth Management LLC | 11,252 | $200,341.86 | $267,910.12 | $67,568.26 | 33.73% |
Rossby Financial LLC Rossby Financial LLC | 40 | $936 | $954.2 | $18.2 | 1.94% |
David R. Hess Wealth Management Associates Inc. | 7,700 | $182,721 | $185,531.5 | $2,810.5 | 1.54% |
Teton Advisors LLC Teton Advisors LLC | 13,600 | $294,576 | $327,096.32 | $32,520.32 | 11.04% |