| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caldwell Trust Co Caldwell Trust Co | 4,157 | $1.28M | $1.44M | $155,228.45 | 12.12% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 33,298 | $8.65M | $11.47M | $2.82M | 32.58% |
First International Bank of Israel Ltd. First International Bank of Israel Ltd. | 2,958 | $786,062.66 | $1.01M | $224,626.78 | 28.58% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 3 | $991 | $1,033.2 | $42.2 | 4.26% |
Basepoint Wealth LLC Basepoint Wealth LLC | 5 | $1,439 | $1,722.45 | $283.45 | 19.7% |
United Financial Planning Group LLC United Financial Planning Group LLC | 27 | $8,092.48 | $9,324.18 | $1,231.7 | 15.22% |
Jon Borer Capitolis Liquid Global Markets LLC | 6,600 | $2.18M | $2.29M | $108,702 | 4.98% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 36 | $9,701.05 | $12,396.24 | $2,695.19 | 27.78% |
Jesper Lorenzen Danica Pension Livsforsikringsaktieselskab | 33,636 | $10.28M | $11.78M | $1.5M | 14.62% |
Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 484 | $159,942 | $169,370.96 | $9,428.96 | 5.9% |