| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barry Carpenter Cascades Capital Asset Management, LLC | 1,232 | $209,499.45 | $160,240.08 | -$49,259.37 | -23.51% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 12,341 | $1.82M | $1.62M | -$203,780.46 | -11.18% |
Teresa Coleman Creekside Partners | 2,757 | $454,620.38 | $361,415.13 | -$93,205.25 | -20.5% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 17,680 | $2.84M | $2.27M | -$568,961.85 | -20.03% |
John Quinn Safe Harbor Fiduciary, LLC | 1,483 | $245,372.51 | $193,590.82 | -$51,781.69 | -21.1% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 3,226 | $487,522.09 | $422,089.84 | -$65,432.25 | -13.42% |
Tuomas Suomela S-Bank Fund Management Ltd | 9,245 | $1.25M | $1.21M | -$39,013.9 | -3.12% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 9,693 | $1.56M | $1.27M | -$291,713.04 | -18.73% |
Taryn Anderson YANKCOM Partnership | 11,260 | $1.68M | $1.45M | -$230,695.47 | -13.76% |
David Levy Diversified Enterprises LLC | 13,037 | $2.06M | $1.71M | -$354,328.89 | -17.18% |
Pines Wealth Management LLC Pines Wealth Management LLC | 3,785 | $573,474.06 | $496,421.67 | -$77,052.39 | -13.44% |
Matthew Riley Hickory Point Bank & Trust | 3,207 | $483,363.25 | $419,635.95 | -$63,727.3 | -13.18% |
Code Waechter LLC Code Waechter LLC | 3,690 | $594,815.08 | $476,748 | -$118,067.08 | -19.85% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 3,059 | $465,342.11 | $401,279.62 | -$64,062.49 | -13.77% |
Jared Machen BWM Planning LLC | 3,524 | $594,629.04 | $456,463.72 | -$138,165.32 | -23.24% |
Curtis Harrell Tounjian Advisory Partners LLC | 139 | $18,801 | $18,247.92 | -$553.08 | -2.94% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 7,539 | $1.19M | $988,664.46 | -$206,076.27 | -17.25% |
Bryan Buchert Kera Capital Partners Inc. | 19,394 | $2.72M | $2.54M | -$183,540.65 | -6.74% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 204,417 | $30.78M | $26.42M | -$4.36M | -14.15% |
William Staveacre Aster Capital Management (DIFC) Ltd. | 26,154 | $3.48M | $3.41M | -$70,681.25 | -2.03% |