| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 55,159 | $1.77M | $1.82M | $45,075.79 | 2.55% |
Jeff Ameen Spire Wealth Management | 37,553 | $1.14M | $1.14M | - | - |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,182 | $369,351 | $400,916.93 | $31,565.93 | 8.55% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 91,628 | $2.58M | $3.02M | $441,774.19 | 17.14% |
Tory Parke Three Seasons Wealth LLC | 9,269 | $254,805 | $305,459.89 | $50,654.89 | 19.88% |