| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Maridea Wealth Management LLC Maridea Wealth Management LLC | 13,323 | $166,218.92 | $164,405.82 | -$1,813.1 | -1.09% |
David R. Hess Wealth Management Associates Inc. | 13,488 | $225,457.65 | $167,251.2 | -$58,206.45 | -25.82% |
Benjamin S. Smith Smith Asset Management Co LLC | 86,848 | $1.06M | $1.08M | $12,154.58 | 1.14% |
| CTC Caldwell Trust Co Caldwell Trust Co | 61,033 | $934,133.08 | $756,809.2 | -$177,323.88 | -18.98% |