| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 152,412 | $7.13M | $8.03M | $899,988.91 | 12.62% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 5,451 | $262,743.59 | $287,567.5 | $24,823.91 | 9.45% |