| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 150 | $14,004 | $17,488.5 | $3,484.5 | 24.88% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 85,714 | $8.23M | $9.99M | $1.76M | 21.42% |