| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 55,159 | $1.77M | $1.8M | $25,240.61 | 1.43% |
Jeff Ameen Spire Wealth Management | 37,553 | $1.14M | $1.21M | $70,130.23 | 6.16% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,182 | $369,351 | $392,504.04 | $23,153.04 | 6.27% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 91,628 | $2.58M | $2.95M | $374,427.61 | 14.52% |
Tory Parke Three Seasons Wealth LLC | 9,269 | $254,805 | $301,868.16 | $47,063.16 | 18.47% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 15,826 | $479,835 | $509,913.72 | $30,078.72 | 6.27% |