| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 18,465 | $277,805.96 | $285,284.25 | $7,478.29 | 2.69% |
| CTC Caldwell Trust Co Caldwell Trust Co | 292 | $6,377 | $4,441.32 | -$1,935.68 | -30.35% |