| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
HFM Investment Advisors LLC HFM Investment Advisors LLC | 3 | $347.67 | $448.69 | $101.02 | 29.06% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,054 | $261,957.21 | $306,929.22 | $44,972.01 | 17.17% |
IFS Group LLC IFS Group LLC | 1,400 | $200,158 | $209,202 | $9,044 | 4.52% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 20 | $2,531 | $2,983.8 | $452.8 | 17.89% |
Stuart E. Greenfield Greenfield Seitz Capital Management LLC | 2,282 | $249,377 | $340,999.26 | $91,622.26 | 36.74% |