| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lauren Sterling NerdWallet Wealth Partners LLC | 263,948 | $23.26M | $26.35M | $3.09M | 13.29% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,709 | $679,111.47 | $770,167.64 | $91,056.17 | 13.41% |