| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 2,500 | $139,750 | $125,500 | -$14,250 | -10.2% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 36,573 | $1.75M | $1.85M | $102,169.75 | 5.83% |
| KIM Kane Investment Management Inc. Kane Investment Management Inc. | 8,216 | $396,493.11 | $413,110.34 | $16,617.23 | 4.19% |
Caldwell Trust Co Caldwell Trust Co | 280 | $14,057 | $14,039.23 | -$17.77 | -0.13% |
Steinberganna Wealth Management Steinberganna Wealth Management | 14,049 | $676,027.55 | $710,879.4 | $34,851.85 | 5.16% |