| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 1,368 | $182,524.63 | $245,309.76 | $62,785.13 | 34.4% |
First International Bank of Israel Ltd. First International Bank of Israel Ltd. | 3,203 | $540,601.6 | $570,646.48 | $30,044.88 | 5.56% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 151 | $25,562 | $26,727 | $1,165 | 4.56% |
United Financial Planning Group LLC United Financial Planning Group LLC | 558 | $94,174 | $96,891.12 | $2,717.12 | 2.89% |
Steve Erken Maxele Advisors LLC | 4,652 | $697,427.78 | $807,773.28 | $110,345.5 | 15.82% |