| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 3,396 | $120,296.97 | $139,609.56 | $19,312.59 | 16.05% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 82,725 | $3.01M | $3.4M | $391,113.25 | 13% |
Base Wealth Management LLC Base Wealth Management LLC | 225,308 | $8.2M | $9.26M | $1.06M | 12.98% |