| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| STF Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 4,805 | $219,925 | $275,422.6 | $55,497.6 | 25.23% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 122,915 | $5.74M | $7.02M | $1.29M | 22.43% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 15,526 | $740,899.8 | $887,310.9 | $146,411.1 | 19.76% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 7,331 | $349,835 | $419,553.13 | $69,718.13 | 19.93% |