| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 7 | $3,054 | $3,372.25 | $318.25 | 10.42% |
Caldwell Trust Co Caldwell Trust Co | 600 | $147,993.09 | $289,818 | $141,824.91 | 95.83% |
Bryce Maxwell Westerkirk Capital Inc. | 3,145 | $1.58M | $1.53M | -$51,075.16 | -3.24% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 9,498 | $4.57M | $4.57M | $3,303.18 | 0.07% |
United Financial Planning Group LLC United Financial Planning Group LLC | 877 | $416,223.36 | $420,486.42 | $4,263.06 | 1.02% |
Jon Borer Capitolis Liquid Global Markets LLC | 12,000 | $5.72M | $5.78M | $60,480 | 1.06% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 41 | $19,681.22 | $19,708.29 | $27.07 | 0.14% |