| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 81 | $20,486.77 | $23,129.95 | $2,643.18 | 12.9% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 240 | $51,425 | $68,620.8 | $17,195.8 | 33.44% |
Caldwell Trust Co Caldwell Trust Co | 346 | $39,426.53 | $98,281.3 | $58,854.77 | 149.28% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 12,547 | $2.82M | $3.59M | $769,005.67 | 27.28% |
Steve Erken Maxele Advisors LLC | 19,724 | $2.82M | $5.73M | $2.92M | 103.43% |