| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Birchbrook Inc. Birchbrook Inc. | 2 | $95 | $125.98 | $30.98 | 32.61% |
Boreal Capital Management LLC Boreal Capital Management LLC | 170 | $10,063.93 | $10,708.3 | $644.37 | 6.4% |
Caldwell Trust Co Caldwell Trust Co | 500 | $28,128.37 | $31,477.5 | $3,349.13 | 11.91% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 13,795 | $843,124.58 | $875,706.6 | $32,582.02 | 3.86% |