| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 1 | $14 | $14.94 | $0.94 | 6.71% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 144 | $1,972.6 | $2,143.44 | $170.84 | 8.66% |
Joseph Castro Nuveen LLC | 14,604 | $196,137.18 | $216,723.36 | $20,586.18 | 10.5% |
Ana-Maria Ignat Covestor Ltd | 723 | $10,049.28 | $10,729.32 | $680.04 | 6.77% |
David Jarvis Corton Capital Inc. | 13,462 | $187,391.04 | $200,146.28 | $12,755.24 | 6.81% |
Kevin Kroskey True Wealth Design LLC | 4 | $59.12 | $59.36 | $0.24 | 0.41% |
Alexandra Stickelman Root Financial Partners, LLC | 7 | $93 | $103.88 | $10.88 | 11.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 16 | $229.19 | $237.44 | $8.25 | 3.6% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 1.84M | $24.43M | $27.26M | $2.83M | 11.58% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 2,558 | $33,228 | $37,679.34 | $4,451.34 | 13.4% |