| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caldwell Trust Co Caldwell Trust Co | 300 | $25,929 | $24,960 | -$969 | -3.74% |
| CCM Cobler Capital Management LLC Cobler Capital Management LLC | 96,258 | $6.64M | $8.02M | $1.38M | 20.85% |
Basepoint Wealth LLC Basepoint Wealth LLC | 94 | $7,521.02 | $7,796.83 | $275.81 | 3.67% |
David K. Gilmore Equity Wealth Partners LLC | 5,098 | $440,589 | $415,945.82 | -$24,643.18 | -5.59% |