| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 4,066 | $178,829.68 | $240,381.92 | $61,552.24 | 34.42% |
| CTC Caldwell Trust Co Caldwell Trust Co | 12 | $446 | $712.68 | $266.68 | 59.79% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 3,350 | $168,230.3 | $198,956.5 | $30,726.2 | 18.26% |