| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Peak Retirement Planning Inc. Peak Retirement Planning Inc. | 1,966 | $299,722.68 | $355,698.55 | $55,975.87 | 18.68% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 1,993 | $337,588.37 | $354,813.79 | $17,225.42 | 5.1% |
Kilter Group LLC Kilter Group LLC | 8 | $1,218 | $1,424.24 | $206.24 | 16.93% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 2 | $350.5 | $355.46 | $4.96 | 1.42% |
| AS Aryn Sands GK Wealth Management LLC | 4 | $798.16 | $702.52 | -$95.64 | -11.98% |
Caldwell Trust Co Caldwell Trust Co | 166 | $16,995.14 | $29,664.2 | $12,669.06 | 74.55% |
Plan A Wealth LLC Plan A Wealth LLC | 1,625 | $278,574 | $293,962.5 | $15,388.5 | 5.52% |