| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lauren Sterling NerdWallet Wealth Partners LLC | 658,570 | $17.39M | $17.17M | -$215,054.28 | -1.24% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 8,320 | $218,483 | $216,944 | -$1,539 | -0.7% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 12,803 | $337,234.75 | $333,838.22 | -$3,396.53 | -1.01% |