| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David R. Hess Wealth Management Associates Inc. | 13,488 | $225,457.65 | $147,086.64 | -$78,371.01 | -34.76% |
Benjamin S. Smith Smith Asset Management Co LLC | 86,848 | $1.06M | $939,261.12 | -$125,499.5 | -11.79% |
Caldwell Trust Co Caldwell Trust Co | 58,030 | $882,631.63 | $631,656.55 | -$250,975.08 | -28.43% |