| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 40,049 | $1.25M | $1.28M | $30,304.81 | 2.43% |
Jeff Ameen Spire Wealth Management | 63,714 | $1.93M | $1.83M | -$94,904.06 | -4.92% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 154,475 | $4.45M | $4.94M | $496,907.64 | 11.18% |