| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 6,231 | $302,890 | $268,805.34 | -$34,084.66 | -11.25% |
| PN Patrick Nichols Old Mission Capital LLC | 50,426 | $1.88M | $2.17M | $288,608.65 | 15.37% |
| SE Stuart Evans Mather Group LLC | 229,815 | $9.41M | $9.91M | $508,922.61 | 5.41% |
Daren Blonski Fermata Advisors LLC | 6,392 | $293,667.66 | $276,386.88 | -$17,280.78 | -5.88% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 22,493 | $693,084.98 | $972,372.39 | $279,287.41 | 40.3% |