| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 506 | $79,641 | $99,507.43 | $19,866.43 | 24.94% |
| CTC Caldwell Trust Co Caldwell Trust Co | 50 | $5,752 | $9,868.75 | $4,116.75 | 71.57% |