| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 9,598 | $209,477 | $206,702.53 | -$2,774.47 | -1.32% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 34,904 | $769,936.67 | $746,596.56 | -$23,340.11 | -3.03% |
REAP Financial Group LLC REAP Financial Group LLC | 4,001 | $91,021.29 | $85,461.36 | -$5,559.93 | -6.11% |
| HFI Holcombe Financial Inc. Holcombe Financial Inc. | 534,387 | $11.73M | $11.43M | -$304,050.53 | -2.59% |