| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,676 | $368,064.2 | $359,044.9 | -$9,019.3 | -2.45% |
Michael Behner Nautilus Advisors LLC | 13,124 | $615,747.15 | $614,662.54 | -$1,084.61 | -0.18% |