| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 242 | $10,819.82 | $10,720.6 | -$99.22 | -0.92% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 12,080 | $442,213.59 | $534,479.6 | $92,266.01 | 20.86% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 175 | $7,730 | $7,673.75 | -$56.25 | -0.73% |
Darin Sadow Freestone Grove Partners LP | 8,131 | $394,311.12 | $359,837.4 | -$34,473.72 | -8.74% |
JP Tarbutton LHM, INC. | 203,010 | $7.26M | $8.89M | $1.63M | 22.41% |
David Maxey Heritage Family Offices, LLP | 81,802 | $2.91M | $3.6M | $694,499.1 | 23.88% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 7,649 | $308,339.09 | $336,632.48 | $28,293.39 | 9.18% |
| BM Berkeley Meredith Hughes Financial Services LLC | 2 | $99 | $88.6 | -$10.4 | -10.51% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 6,360 | $324,399.8 | $281,748 | -$42,651.8 | -13.15% |