| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 40,911 | $985,955.1 | $1.03M | $40,297.33 | 4.09% |
Joseph Castro Nuveen LLC | 32,471 | $792,292 | $813,723.26 | $21,431.26 | 2.7% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,459 | $158,962.43 | $162,250.08 | $3,287.65 | 2.07% |
Jae Cho Marex Group plc | 12,494 | $301,105 | $313,224.58 | $12,119.58 | 4.03% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 500 | $11,830 | $12,515 | $685 | 5.79% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 23,360 | $577,926 | $586,102.4 | $8,176.4 | 1.41% |