| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 666 | $31,795 | $83,376.54 | $51,581.54 | 162.23% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 9,096 | $819,921.28 | $1.14M | $318,806.96 | 38.88% |
Invested Advisors Invested Advisors | 1,860 | $241,502 | $232,853.4 | -$8,648.6 | -3.58% |