| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 2,961 | $247,925 | $222,785.64 | -$25,148.24 | -10.14% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 3,874 | $234,548.66 | $291,479.76 | $56,919.48 | 24.27% |