| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Boreal Capital Management LLC Boreal Capital Management LLC | 1,000 | $48,694 | $50,455 | $1,761 | 3.62% |
Caldwell Trust Co Caldwell Trust Co | 4,553 | $200,230.85 | $230,381.8 | $30,150.95 | 15.06% |
Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 49,030 | $2.33M | $2.48M | $148,057.44 | 6.35% |
Wallace Jones WJ Financial Advisors LLC | 52,496 | $2.59M | $2.66M | $74,284.82 | 2.87% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 58 | $2,891.17 | $2,926.39 | $35.22 | 1.22% |