| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 33,382 | $1.51M | $1.53M | $22,347.71 | 1.48% |
| CTC Caldwell Trust Co Caldwell Trust Co | 269 | $12,141 | $12,353.82 | $212.82 | 1.75% |