| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 2,097 | $204,716.5 | $451,316.34 | $246,599.84 | 120.46% |
Teresa Coleman Creekside Partners | 1,058 | $204,088 | $227,702.76 | $23,614.76 | 11.57% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 1,078 | $204,529 | $232,007.16 | $27,478.16 | 13.43% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 4,180 | $796,371.07 | $899,619.6 | $103,248.53 | 12.96% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 26,170 | $3.28M | $5.82M | $2.54M | 77.29% |
Taryn Anderson YANKCOM Partnership | 4,710 | $588,034.6 | $1.01M | $425,651.6 | 72.39% |
Nicholas Munoz IronOak Wealth LLC. | 2,891 | $422,144 | $622,201.02 | $200,057.02 | 47.39% |
David Levy Diversified Enterprises LLC | 4,278 | $599,172.15 | $920,711.16 | $321,539.01 | 53.66% |
Pines Wealth Management LLC Pines Wealth Management LLC | 6,249 | $757,410.79 | $1.34M | $587,498.99 | 77.57% |
Matthew Riley Hickory Point Bank & Trust | 2,522 | $334,064 | $542,784.84 | $208,720.84 | 62.48% |
Code Waechter LLC Code Waechter LLC | 2,696 | $349,318.49 | $580,233.12 | $230,914.63 | 66.1% |
Seneschal Advisors LLC Seneschal Advisors LLC | 332 | $55,618.75 | $74,026.04 | $18,407.29 | 33.1% |
Curtis Harrell Tounjian Advisory Partners LLC | 779 | $142,866.36 | $173,701.42 | $30,835.06 | 21.58% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 2,646 | $290,601.69 | $593,021.52 | $302,419.83 | 104.07% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 2,669 | $286,838.14 | $594,546.41 | $307,708.27 | 107.28% |
Braden Janowski Fieldview Capital Management LLC | 2,757 | $531,175.68 | $614,728.29 | $83,552.61 | 15.73% |
Bryan Buchert Kera Capital Partners Inc. | 51,554 | $6.55M | $11.49M | $4.94M | 75.38% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 2,284 | $360,592.51 | $491,562.48 | $130,969.97 | 36.32% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 202,133 | $24.41M | $43.5M | $19.1M | 78.24% |
Philip H. Luccock Financially Speaking Inc. | 1,027 | $149,963 | $221,030.94 | $71,067.94 | 47.39% |