| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 235,472 | $9.84M | $9.93M | $95,786.62 | 0.97% |
Joseph Castro Nuveen LLC | 11,181 | $467,143 | $471,689.49 | $4,546.49 | 0.97% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,831 | $112,173.56 | $119,430.55 | $7,256.99 | 6.47% |
Stephen Cheifetz Kades & Cheifetz LLC | 12,478 | $357,589.48 | $530,689.34 | $173,099.86 | 48.41% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,247 | $47,632.45 | $52,897.74 | $5,265.29 | 11.05% |
REAP Financial Group LLC REAP Financial Group LLC | 2,679 | $77,437.29 | $113,000.22 | $35,562.93 | 45.92% |
| HFI Holcombe Financial Inc. Holcombe Financial Inc. | 66,911 | $2.52M | $2.82M | $301,290.49 | 11.97% |