| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Munoz IronOak Wealth LLC. | 4,585 | $1.85M | $1.65M | -$199,309.99 | -10.76% |
David Levy Diversified Enterprises LLC | 7,733 | $2.76M | $2.73M | -$33,606.64 | -1.22% |
Pines Wealth Management LLC Pines Wealth Management LLC | 4,191 | $1.64M | $1.5M | -$134,865.67 | -8.24% |
Hamilton Capital Partners LLC Hamilton Capital Partners LLC | 106,769 | $37.54M | $37.58M | $31,224.98 | 0.08% |
Matthew Riley Hickory Point Bank & Trust | 1,401 | $559,609.89 | $494,083.66 | -$65,526.23 | -11.71% |
Code Waechter LLC Code Waechter LLC | 946 | $265,420.76 | $346,434.66 | $81,013.9 | 30.52% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 4,848 | $1.27M | $1.74M | $467,250.16 | 36.82% |
Adam Amante Fortress Financial Solutions LLC | 2,215 | $874,770.18 | $793,302.25 | -$81,467.93 | -9.31% |
Seneschal Advisors LLC Seneschal Advisors LLC | 302 | $132,876.02 | $106,678.48 | -$26,197.54 | -19.72% |
Jared Machen BWM Planning LLC | 1,783 | $494,930.04 | $646,497.97 | $151,567.93 | 30.62% |
Curtis Harrell Tounjian Advisory Partners LLC | 11,162 | $3.47M | $3.94M | $465,092.93 | 13.4% |
Sherod Bigelow Seros Financial LLC | 1,788 | $722,065.92 | $643,876.68 | -$78,189.24 | -10.83% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 6,654 | $1.87M | $2.38M | $512,604.36 | 27.4% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 8,747 | $2.94M | $3.12M | $182,739.78 | 6.22% |
FMB Wealth Management FMB Wealth Management | 1,274 | $326,056.99 | $460,576.48 | $134,519.49 | 41.26% |
Bryan Buchert Kera Capital Partners Inc. | 4,389 | $1.78M | $1.55M | -$228,456.41 | -12.85% |
Triune Financial Partners LLC Triune Financial Partners LLC | 808 | $272,278.53 | $291,574.88 | $19,296.35 | 7.09% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 1,417 | $600,922.62 | $516,609.86 | -$84,312.76 | -14.03% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 627 | $256,742.88 | $224,560.05 | -$32,182.83 | -12.54% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 438,248 | $176.08M | $160.91M | -$15.17M | -8.62% |