| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caldwell Trust Co Caldwell Trust Co | 237 | $20,993.71 | $22,376.35 | $1,382.64 | 6.59% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,405 | $219,406.65 | $226,947.82 | $7,541.17 | 3.44% |
Invested Advisors Invested Advisors | 3,406 | $295,273.89 | $322,854.74 | $27,580.85 | 9.34% |
Darrell T. Roberts American Wealth Advisors LLC | 3,818 | $325,557.93 | $360,781.91 | $35,223.98 | 10.82% |