| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 5,615 | $353,606.94 | $383,841.4 | $30,234.46 | 8.55% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 329 | $21,791 | $22,490.44 | $699.44 | 3.21% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 458 | $28,564 | $31,393.98 | $2,829.98 | 9.91% |