| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,676 | $368,064.2 | $363,151.56 | -$4,912.64 | -1.33% |
Michael Behner Nautilus Advisors LLC | 14,188 | $665,627.35 | $671,234.28 | $5,606.93 | 0.84% |