| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 669 | $173,203.86 | $212,942.69 | $39,738.83 | 22.94% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 18,989 | $5.62M | $6.04M | $420,215.74 | 7.47% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 694 | $220,207 | $220,900.19 | $693.19 | 0.31% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 11 | $3,493 | $3,501.3 | $8.3 | 0.24% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 6,389 | $2M | $2.03M | $35,020.25 | 1.75% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 3 | $844 | $959.94 | $115.94 | 13.74% |