| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 3,450 | $271,915 | $271,756.5 | -$158.5 | -0.06% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 2,794 | $190,271.4 | $220,083.38 | $29,811.98 | 15.67% |
Neisy Arnez Drucker Wealth 3.0, LLC | 8,818 | $656,001.47 | $694,593.86 | $38,592.39 | 5.88% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 3,139 | $209,299.91 | $247,259.03 | $37,959.12 | 18.14% |
Carmen McClennon WR Wealth Planners, LLC | 83 | $4,751.53 | $6,537.91 | $1,786.38 | 37.6% |
David A Rozenson Fairscale Capital, LLC | 277 | $14,939 | $21,819.29 | $6,880.29 | 46.06% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 3,276 | $221,425 | $258,050.52 | $36,625.52 | 16.54% |
Greg Reidy Granite FO LLC | 39 | $2,547 | $3,072.03 | $525.03 | 20.61% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 261 | $20,555.25 | $20,558.97 | $3.72 | 0.02% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 567 | $38,283.91 | $44,662.59 | $6,378.68 | 16.66% |
Taryn Anderson YANKCOM Partnership | 136 | $10,805 | $10,712.72 | -$92.28 | -0.85% |
David Levy Diversified Enterprises LLC | 3,061 | $226,410.6 | $241,114.97 | $14,704.37 | 6.49% |
Code Waechter LLC Code Waechter LLC | 8,866 | $622,643.52 | $698,374.82 | $75,731.3 | 12.16% |
Seneschal Advisors LLC Seneschal Advisors LLC | 6 | $483.5 | $472.62 | -$10.88 | -2.25% |
Curtis Harrell Tounjian Advisory Partners LLC | 15,252 | $1.13M | $1.2M | $74,887.24 | 6.65% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 91,334 | $6.31M | $7.19M | $883,730.6 | 14% |
Philip H. Luccock Financially Speaking Inc. | 3,808 | $257,438.1 | $299,956.16 | $42,518.06 | 16.52% |
William Staveacre Aster Capital Management (DIFC) Ltd. | 1,405 | $107,171.96 | $110,671.85 | $3,499.89 | 3.27% |
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 29 | $2,026.22 | $2,284.33 | $258.11 | 12.74% |
Millstone Evans Group LLC Millstone Evans Group LLC | 2,051 | $140,178.52 | $161,557.27 | $21,378.75 | 15.25% |