| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Boreal Capital Management LLC Boreal Capital Management LLC | 30 | $1,120 | $1,216.8 | $96.8 | 8.64% |
Caldwell Trust Co Caldwell Trust Co | 475 | $60,074.2 | $19,170.52 | -$40,903.68 | -68.09% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 69 | $2,698 | $2,817.96 | $119.96 | 4.45% |