| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 690 | $12,430.3 | $41,689.8 | $29,259.5 | 235.39% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,541 | $343,190.48 | $455,627.22 | $112,436.74 | 32.76% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 182,929 | $7.48M | $11.05M | $3.57M | 47.77% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 3,575 | $230,556 | $216,001.5 | -$14,554.5 | -6.31% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 52,241 | $2.33M | $3.16M | $822,530.53 | 35.24% |