| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 52,810 | $304,291.22 | $296,264.1 | -$8,027.12 | -2.64% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 11,348 | $69,324.93 | $63,662.28 | -$5,662.65 | -8.17% |
William F. Blake PMG Family Office LLC | 152,047 | $912,067.1 | $852,983.67 | -$59,083.43 | -6.48% |