| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 51,818 | $814,178.32 | $349,771.5 | -$464,406.82 | -57.04% |
Ashley Meredith Abel Hall, LLC | 11,962 | $77,753.49 | $80,743.5 | $2,990.01 | 3.85% |
| WL Wealthcollab LLC WealthCollab, LLC | 496 | $3,224 | $3,591.04 | $367.04 | 11.38% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 16,744 | $228,096.08 | $100,011.91 | -$128,084.17 | -56.15% |
| CLA Carnegie Lake Advisors LLC Carnegie Lake Advisors LLC | 129,291 | $1.64M | $774,453.09 | -$868,226.2 | -52.85% |
| BM Berkeley Meredith Hughes Financial Services LLC | 1 | $5.28 | $5.99 | $0.71 | 13.45% |
| KGL Kilter Group LLC Kilter Group LLC | 428 | $2,782 | $2,562.91 | -$219.09 | -7.88% |