| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caldwell Trust Co Caldwell Trust Co | 150 | $10,525.6 | $10,030.5 | -$495.1 | -4.7% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 15 | $829 | $1,002.07 | $173.07 | 20.88% |