| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 6,342 | $364,980 | $382,264.05 | $17,284.05 | 4.74% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 9,977 | $573,508.23 | $599,786.31 | $26,278.08 | 4.58% |
| BCW Ball & Co Wealth Management Inc. Ball & Co Wealth Management Inc. | 837 | $49,286.75 | $50,793.34 | $1,506.59 | 3.06% |