| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clark Asset Management LLC Clark Asset Management LLC | 6,682 | $289,998.65 | $348,533.12 | $58,534.47 | 20.18% |
QTR Family Wealth LLC QTR Family Wealth LLC | 7,238 | $314,401.27 | $376,882.66 | $62,481.39 | 19.87% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 24,541 | $1.21M | $1.28M | $66,100.25 | 5.46% |
Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 26,244 | $1.18M | $1.36M | $179,115.15 | 15.15% |