| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caldwell Trust Co Caldwell Trust Co | 4,160 | $344,041.2 | $703,421.89 | $359,380.69 | 104.46% |
Bryce Maxwell Westerkirk Capital Inc. | 50,100 | $4.89M | $8.46M | $3.58M | 73.14% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 47,817 | $4.87M | $8M | $3.13M | 64.22% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,596 | $245,178 | $267,904.56 | $22,726.56 | 9.27% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 1,016 | $71,546.79 | $169,997.12 | $98,450.33 | 137.6% |
United Financial Planning Group LLC United Financial Planning Group LLC | 105 | $16,130 | $17,596.42 | $1,466.42 | 9.09% |
Steinberganna Wealth Management Steinberganna Wealth Management | 21,854 | $1.84M | $3.78M | $1.94M | 105.46% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 150 | $23,043 | $25,067.25 | $2,024.25 | 8.78% |