| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Maridea Wealth Management LLC Maridea Wealth Management LLC | 3,551 | $265,117 | $262,347.88 | -$2,769.12 | -1.04% |
| RPA Redwood Park Advisors LLC Redwood Park Advisors LLC | 11,117 | $558,824.13 | $821,323.96 | $262,499.83 | 46.97% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 11,309 | $566,526.09 | $835,508.92 | $268,982.83 | 47.48% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,800 | $95,849.88 | $132,984 | $37,134.12 | 38.74% |