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FlexShares Quality Dividend Defensive Index Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JB Jane Bortnem Cherry Tree Wealth Management, LLC | 57 | $3,186.43 | $5,019.99 | $1,833.56 | 57.54% |
| CCP Christopher C. Powers Farther Finance Advisors, LLC | 3,096 | $250,609.73 | $272,664.72 | $22,054.99 | 8.8% |
| CH Courtney Haddad Concurrent Investment Advisors, LLC | 3,452 | $242,943.23 | $304,017.64 | $61,074.41 | 25.14% |
| RSF Rik Saylor Financial Inc. Rik Saylor Financial Inc. | 19,250 | $1.35M | $1.7M | $343,557.11 | 25.41% |
| PB Paul Barry Stark Wealth Management LLC | 2,970 | $208,563.34 | $261,567.9 | $53,004.56 | 25.41% |
| SHS Sarah H. Schmidt Summit Wealth Group LLC / CO | 4,067 | $324,644 | $358,180.69 | $33,536.69 | 10.33% |
