| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 585 | $33,520.5 | $43,102.8 | $9,582.3 | 28.59% |
| SHS Sarah H. Schmidt Summit Wealth Group LLC / CO | 31,599 | $2.07M | $2.33M | $259,099.98 | 12.52% |