| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 65 | $9,453.6 | $13,915.2 | $4,461.6 | 47.19% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 6,479 | $1.28M | $1.39M | $111,755.7 | 8.76% |
| MRC Munich Reinsurance Co Stock Corp in Munich Munich Reinsurance Co Stock Corp in Munich | 296,290 | $59.12M | $63.43M | $4.31M | 7.3% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 3 | $620 | $642.24 | $22.24 | 3.59% |