| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kilter Group LLC Kilter Group LLC | 45 | $701.09 | $661.5 | -$39.59 | -5.65% |
Caldwell Trust Co Caldwell Trust Co | 3,452 | $48,604 | $50,917 | $2,313 | 4.76% |
Basepoint Wealth LLC Basepoint Wealth LLC | 5,105 | $89,068.5 | $74,992.45 | -$14,076.05 | -15.8% |