| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 36,573 | $1.75M | $2M | $248,461.75 | 14.18% |
| KIM Kane Investment Management Inc. Kane Investment Management Inc. | 8,216 | $396,493.11 | $449,497.36 | $53,004.25 | 13.37% |
| CTC Caldwell Trust Co Caldwell Trust Co | 250 | $12,380 | $12,882.5 | $502.5 | 4.06% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 14,115 | $679,174.2 | $727,345.95 | $48,171.75 | 7.09% |