| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caldwell Trust Co Caldwell Trust Co | 600 | $35,352 | $31,638 | -$3,714 | -10.51% |
First International Bank of Israel Ltd. First International Bank of Israel Ltd. | 10,862 | $473,365.67 | $571,395.51 | $98,029.84 | 20.71% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 3,403 | $200,505 | $179,984.67 | -$20,520.33 | -10.23% |
Todd Arthur Gomes Sonoma Allocations LLC | 28,422 | $1.54M | $1.5M | -$36,855.61 | -2.39% |
Basepoint Wealth LLC Basepoint Wealth LLC | 24 | $1,414 | $1,267.44 | -$146.56 | -10.36% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 414 | $19,775.61 | $21,838.5 | $2,062.89 | 10.43% |
Eric C. Jansen Finivi Inc. | 15,158 | $548,037.68 | $802,009.78 | $253,972.1 | 46.34% |