| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 33,922 | $1.08M | $1.11M | $29,100.33 | 2.69% |
Jeff Ameen Spire Wealth Management | 94,668 | $2.84M | $2.84M | - | - |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 93,746 | $2.68M | $3.08M | $396,969.96 | 14.82% |
Tory Parke Three Seasons Wealth LLC | 20,953 | $570,047 | $687,572.69 | $117,525.69 | 20.62% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 6,742 | $202,518 | $220,665.66 | $18,147.66 | 8.96% |