| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 18,872 | $914,556.35 | $981,910.16 | $67,353.81 | 7.36% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 27,755 | $1.25M | $1.44M | $194,284.81 | 15.54% |