| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Birchbrook Inc. Birchbrook Inc. | 26 | $2,009 | $2,042.82 | $33.82 | 1.68% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 523 | $33,449 | $41,092.11 | $7,643.11 | 22.85% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 848 | $55,417 | $65,431.68 | $10,014.68 | 18.07% |
| CTC Caldwell Trust Co Caldwell Trust Co | 161 | $11,721 | $12,635.28 | $914.28 | 7.8% |
Steve Erken Maxele Advisors LLC | 22,037 | $1.49M | $1.73M | $238,409.85 | 15.99% |