| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 27,081 | $599,199.65 | $591,993.37 | -$7,206.28 | -1.2% |
REAP Financial Group LLC REAP Financial Group LLC | 5,687 | $127,624.38 | $124,233.65 | -$3,390.73 | -2.66% |
| HFI Holcombe Financial Inc. Holcombe Financial Inc. | 526,466 | $11.56M | $11.52M | -$37,424.43 | -0.32% |