| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 15,487 | $1.46M | $1.81M | $350,169.79 | 24.01% |
Caldwell Trust Co Caldwell Trust Co | 150 | $14,004 | $17,426.25 | $3,422.25 | 24.44% |
Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 85,976 | $8.26M | $9.98M | $1.72M | 20.88% |