| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brennan Lee Cherokee Insurance Co | 66,000 | $2.39M | $2.55M | $165,000 | 6.91% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 140 | $5,067 | $5,416.6 | $349.6 | 6.9% |
| CTC Caldwell Trust Co Caldwell Trust Co | 600 | $24,424.71 | $23,214 | -$1,210.71 | -4.96% |
Wallace Jones WJ Financial Advisors LLC | 6,336 | $269,090 | $247,864.32 | -$21,225.68 | -7.89% |