| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 26,858 | $832,990 | $853,144.37 | $20,154.37 | 2.42% |
Jeff Ameen Spire Wealth Management | 32,015 | $926,803.77 | $887,871.99 | -$38,931.78 | -4.2% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 81,028 | $2.28M | $2.58M | $298,209.44 | 13.09% |