| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BCM Boreal Capital Management LLC Boreal Capital Management LLC | 142 | $6,383 | $7,027.58 | $644.58 | 10.1% |
| CTC Caldwell Trust Co Caldwell Trust Co | 5,359 | $204,236.63 | $265,216.91 | $60,980.28 | 29.86% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 117,819 | $4.4M | $5.83M | $1.43M | 32.62% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 551 | $25,792.39 | $27,268.99 | $1,476.6 | 5.72% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 191 | $8,940 | $9,452.59 | $512.59 | 5.73% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 10 | $465 | $494.9 | $29.9 | 6.43% |