| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Joseph Castro Nuveen LLC | 18,753 | $406,074.11 | $410,503.17 | $4,429.06 | 1.09% |
| NK Nancy Kay Cross Staff Investments Inc. | 30,000 | $669,918 | $659,100 | -$10,818 | -1.61% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1 | $21.65 | $21.89 | $0.24 | 1.11% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 17,850 | $384,520.61 | $391,093.5 | $6,572.89 | 1.71% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 13,160 | $248,724 | $288,335.6 | $39,611.6 | 15.93% |