| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GWM Gibbs Wealth Management Gibbs Wealth Management | 7,593 | $373,520.76 | $387,850.44 | $14,329.68 | 3.84% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 4,125 | $202,743.65 | $210,705 | $7,961.35 | 3.93% |
IFS Group LLC IFS Group LLC | 8,494 | $417,892.3 | $433,873.52 | $15,981.22 | 3.82% |