| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caldwell Trust Co Caldwell Trust Co | 1,387 | $27,127.87 | $27,122.78 | -$5.09 | -0.02% |
Farnam Financial LLC Farnam Financial LLC | 302,300 | $5.91M | $5.91M | $4,202.78 | 0.07% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 1,800 | $35,207.85 | $35,199 | -$8.85 | -0.03% |