| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lifewealth Investments LLC LifeWealth Investments, LLC | 571 | $232,230.87 | $265,771.95 | $33,541.08 | 14.44% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 4,756 | $2.52M | $2.21M | -$308,615.49 | -12.25% |
FRANCOIS GAUTRON ECOFI INVESTISSEMENTS SA | 4,500 | $2.61M | $2.09M | -$516,779.81 | -19.82% |
Greg Reidy Granite FO LLC | 3 | $1,856 | $1,393.83 | -$462.17 | -24.9% |
Laurel Steward Mattson Financial Services, LLC | 416 | $168,671.26 | $192,258.56 | $23,587.3 | 13.98% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 1,411 | $627,406.79 | $655,564.71 | $28,157.92 | 4.49% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 29 | $14,236.14 | $13,336.81 | -$899.33 | -6.32% |
Jesper Bonnivier Avanza Fonder AB | 30,285 | $15.65M | $14.07M | -$1.57M | -10.07% |
| EM Eric Myers Carrera Capital Advisors | 705 | $413,702.55 | $327,550.05 | -$86,152.5 | -20.82% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 656 | $341,271 | $301,340.16 | -$39,930.84 | -11.7% |
Tuomas Suomela S-Bank Fund Management Ltd | 21,000 | $10.07M | $9.68M | -$385,006.52 | -3.83% |
Brent Peacock KP Management LLC | 10,000 | $5.31M | $4.65M | -$661,800 | -12.47% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 8,336 | $5.08M | $3.87M | -$1.2M | -23.73% |
Taryn Anderson YANKCOM Partnership | 1,116 | $560,535.88 | $518,794.92 | -$41,740.96 | -7.45% |
| DL David Levy Diversified Enterprises LLC | 2,860 | $1.66M | $1.33M | -$333,460.78 | -20.06% |
Pines Wealth Management LLC Pines Wealth Management LLC | 3,239 | $1.73M | $1.5M | -$220,375.31 | -12.77% |
| MR Matthew Riley Hickory Point Bank & Trust | 744 | $386,485.3 | $345,669.84 | -$40,815.46 | -10.56% |
Seneschal Advisors LLC Seneschal Advisors LLC | 167 | $81,006.54 | $77,589.87 | -$3,416.67 | -4.22% |
| MS Mark Schafer Police & Firemen's Retirement System of New Jersey | 58,256 | $29.97M | $27.07M | -$2.91M | -9.7% |
| AB Aldis Birkans Bank of Jackson Hole Trust | 1,302 | $564,580.82 | $604,922.22 | $40,341.4 | 7.15% |