| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 153,459 | $6.53M | $6.45M | -$81,755.43 | -1.25% |
| BFG Birch Financial Group LLC Birch Financial Group LLC | 5,431 | $229,248 | $228,210.62 | -$1,037.38 | -0.45% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 8,784 | $370,121.03 | $369,103.68 | -$1,017.35 | -0.27% |
Sarah Byrd Alpha Advisors LLC/VA | 73,848 | $3.13M | $3.1M | -$26,371.45 | -0.84% |