| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 6,682 | $242,958 | $365,605.63 | $122,647.63 | 50.48% |
| RM Rich Mowrer Brookwood Investment Group LLC | 32,259 | $1.48M | $1.76M | $280,162.31 | 18.93% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 33,959 | $1.84M | $1.84M | -$4,398.96 | -0.24% |
Caldwell Trust Co Caldwell Trust Co | 1,161 | $54,861.29 | $63,431.23 | $8,569.94 | 15.62% |