| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Boreal Capital Management LLC Boreal Capital Management LLC | 1,000 | $48,694 | $52,470 | $3,776 | 7.75% |
| CTC Caldwell Trust Co Caldwell Trust Co | 4,553 | $200,230.85 | $238,349.55 | $38,118.7 | 19.04% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 48,218 | $2.29M | $2.52M | $230,964.19 | 10.07% |
Wallace Jones WJ Financial Advisors LLC | 52,496 | $2.59M | $2.75M | $168,252.66 | 6.51% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 58 | $2,891.17 | $3,036.3 | $145.13 | 5.02% |