| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe Miller Miller Financial Services LLC | 4,348 | $282,620 | $248,140.36 | -$34,479.64 | -12.2% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,707 | $156,872.19 | $154,488.49 | -$2,383.7 | -1.52% |
David Millar Gen-Wealth Partners Inc | 183 | $10,390.68 | $10,232.44 | -$158.24 | -1.52% |
Winfried Buchbauer Erste Asset Management GmbH | 2,050 | $135,792 | $116,993.5 | -$18,798.5 | -13.84% |
Roger Krabbe Bank & Trust Co | 388 | $22,984.26 | $22,143.16 | -$841.1 | -3.66% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 50,610 | $3.01M | $2.89M | -$123,123.82 | -4.09% |
Bruce Barton Parkworth Wealth Management, Inc. | 13 | $546 | $741.91 | $195.91 | 35.88% |
Argentarii LLC Argentarii, LLC | 5,626 | $231,938 | $329,402.3 | $97,464.3 | 42.02% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 22,461 | $1.42M | $1.28M | -$140,433.23 | -9.87% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 4,846 | $222,699.47 | $276,561.22 | $53,861.75 | 24.19% |
Carmen McClennon WR Wealth Planners, LLC | 1,938 | $116,522.5 | $110,601.66 | -$5,920.84 | -5.08% |
Nathan Edwards IMG Wealth Management, Inc. | 141 | $7,364.9 | $7,884.01 | $519.11 | 7.05% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 20,803 | $1.14M | $1.19M | $50,837.96 | 4.47% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 2,208 | $134,654.88 | $126,010.56 | -$8,644.32 | -6.42% |
Laurel Steward Mattson Financial Services, LLC | 4,099 | $172,256.6 | $233,929.93 | $61,673.33 | 35.8% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 143 | $7,085.45 | $8,161.01 | $1,075.56 | 15.18% |
| EM Eric Myers Carrera Capital Advisors | 3,574 | $168,282.37 | $203,968.18 | $35,685.81 | 21.21% |
Matthew Riley Hickory Point Bank & Trust | 1,950 | $126,750 | $111,286.5 | -$15,463.5 | -12.2% |
Bryan Buchert Kera Capital Partners Inc. | 4,220 | $272,426.97 | $246,279.2 | -$26,147.77 | -9.6% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 106,998 | $5.25M | $6.11M | $858,549.33 | 16.36% |