| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 7,238 | $314,401.27 | $381,406.41 | $67,005.14 | 21.31% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 24,541 | $1.21M | $1.29M | $81,683.78 | 6.74% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 27,755 | $1.25M | $1.46M | $212,186.81 | 16.97% |