| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,394 | $313,403.72 | $330,922.62 | $17,518.9 | 5.59% |
IFS Group LLC IFS Group LLC | 1,400 | $200,158 | $191,681 | -$8,477 | -4.24% |
Basepoint Wealth LLC Basepoint Wealth LLC | 20 | $2,531 | $2,766 | $235 | 9.28% |
Stuart E. Greenfield Greenfield Seitz Capital Management LLC | 2,282 | $249,377 | $311,390.31 | $62,013.31 | 24.87% |