| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 28,953 | $2.75M | $2.76M | $9,587.56 | 0.35% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 7,533 | $721,927.88 | $719,100.18 | -$2,827.7 | -0.39% |
| CTC Caldwell Trust Co Caldwell Trust Co | 54 | $5,129 | $5,154.84 | $25.84 | 0.5% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 3,027 | $290,440.65 | $288,957.42 | -$1,483.23 | -0.51% |