| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 25,005 | $646,530.76 | $737,397.45 | $90,866.69 | 14.05% |
Winnow Wealth LLC Winnow Wealth LLC | 41,167 | $1.09M | $1.2M | $108,894.61 | 9.96% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 9,331 | $274,331 | $272,465.2 | -$1,865.8 | -0.68% |