| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 3,452 | $48,604 | $58,166.2 | $9,562.2 | 19.67% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 5,000 | $87,406 | $84,250 | -$3,156 | -3.61% |