| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 9,867 | $315,265 | $362,710.92 | $47,445.92 | 15.05% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 18,002 | $576,233.91 | $658,871.4 | $82,637.49 | 14.34% |