| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 217,195 | $4.46M | $4.35M | -$108,992.45 | -2.45% |
REAP Financial Group LLC REAP Financial Group LLC | 16,306 | $340,356.06 | $326,380.91 | -$13,975.15 | -4.11% |
| RM Rich Mowrer Brookwood Investment Group LLC | 417,194 | $8.57M | $8.35M | -$220,423.16 | -2.57% |