| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brennan Lee Cherokee Insurance Co | 66,000 | $2.39M | $2.44M | $56,100 | 2.35% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 140 | $5,067 | $5,185.6 | $118.6 | 2.34% |
| CTC Caldwell Trust Co Caldwell Trust Co | 600 | $24,424.71 | $22,224 | -$2,200.71 | -9.01% |
Wallace Jones WJ Financial Advisors LLC | 6,336 | $269,090 | $234,685.44 | -$34,404.56 | -12.79% |