| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 22,520 | $552,190 | $550,614 | -$1,576 | -0.29% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 40,911 | $985,955.1 | $1M | $14,318.85 | 1.45% |
| FP Frank Poli COHEN & STEERS Inc. | 248,289 | $7.12M | $6.08M | -$1.04M | -14.6% |
Joseph Castro Nuveen LLC | 32,396 | $790,462 | $792,082.2 | $1,620.2 | 0.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,791 | $192,701.99 | $190,489.95 | -$2,212.04 | -1.15% |
Jae Cho Marex Group plc | 18,529 | $449,083.17 | $453,034.05 | $3,950.88 | 0.88% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 500 | $11,830 | $12,250 | $420 | 3.55% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 27,780 | $689,884.6 | $680,054.4 | -$9,830.2 | -1.42% |