| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 10,503 | $421,466 | $427,051.98 | $5,585.98 | 1.33% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 9,134 | $334,121.34 | $371,388.44 | $37,267.1 | 11.15% |
| BML Berman McAleer LLC Berman McAleer LLC | 676,597 | $27.07M | $27.51M | $440,447.47 | 1.63% |