| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 7,635 | $422,219.1 | $618,129.6 | $195,910.5 | 46.4% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 49,848 | $3.88M | $4.04M | $158,968.77 | 4.1% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 127 | $8,205 | $10,281.92 | $2,076.92 | 25.31% |
United Financial Planning Group LLC United Financial Planning Group LLC | 50 | $3,186 | $4,048 | $862 | 27.06% |
Jon Borer Capitolis Liquid Global Markets LLC | 557,040 | $35.96M | $45.1M | $9.14M | 25.43% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 202 | $13,000.14 | $16,353.92 | $3,353.78 | 25.8% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 10 | $646 | $809.6 | $163.6 | 25.33% |
Stuart E. Greenfield Greenfield Seitz Capital Management LLC | 94,437 | $8.47M | $7.65M | -$824,428.32 | -9.73% |