| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 6,231 | $302,890 | $294,570.52 | -$8,319.48 | -2.75% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 22,493 | $693,084.98 | $1.06M | $369,034.48 | 53.25% |