| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SageOak Financial LLC SageOak Financial LLC | 30,128 | $766,206.59 | $929,750.08 | $163,543.49 | 21.34% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 80,829 | $2.66M | $2.5M | -$159,232.9 | -5.99% |
Plan A Wealth LLC Plan A Wealth LLC | 7,625 | $190,819.99 | $235,765 | $44,945.01 | 23.55% |