| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 18 | $3,244 | $3,140.1 | -$103.9 | -3.2% |
Caldwell Trust Co Caldwell Trust Co | 2,032 | $297,461.13 | $356,372.16 | $58,911.03 | 19.8% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 30,089 | $4.15M | $5.25M | $1.1M | 26.58% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 4 | $718 | $696.56 | -$21.44 | -2.99% |
Brent Garcia Broadwater Capital Management LLC | 400 | $53,832 | $70,358 | $16,526 | 30.7% |
Munich Reinsurance Co Stock Corp in Munich Munich Reinsurance Co Stock Corp in Munich | 862 | $151,294.96 | $152,888.63 | $1,593.67 | 1.05% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 6,781 | $1.18M | $1.2M | $17,556.55 | 1.49% |
Eric C. Jansen Finivi Inc. | 4,256 | $705,498.59 | $738,884.16 | $33,385.57 | 4.73% |