| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 544 | $24,833.63 | $81,420.48 | $56,586.85 | 227.86% |
| BWM Base Wealth Management LLC Base Wealth Management LLC | 65,327 | $9.75M | $9.78M | $28,744.09 | 0.29% |
| JB Jon Borer Capitolis Liquid Global Markets LLC | 39,500 | $7.57M | $5.91M | -$1.66M | -21.92% |