| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caldwell Trust Co Caldwell Trust Co | 1,411 | $92,307.31 | $128,154.07 | $35,846.76 | 38.83% |
Bryce Maxwell Westerkirk Capital Inc. | 300 | $23,328 | $27,144 | $3,816 | 16.36% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 15,200 | $1.38M | $1.38M | $1,216 | 0.09% |
Gibbs Wealth Management Gibbs Wealth Management | 12,519 | $1.05M | $1.14M | $89,655.22 | 8.55% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 526 | $34,411 | $47,918.6 | $13,507.6 | 39.25% |
Invested Advisors Invested Advisors | 3,260 | $296,594.76 | $294,312.8 | -$2,281.96 | -0.77% |
Plan A Wealth LLC Plan A Wealth LLC | 12,514 | $1.13M | $1.13M | $1,916.76 | 0.17% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 10,112 | $661,526.75 | $918,270.72 | $256,743.97 | 38.81% |
Manske Wealth Management Manske Wealth Management | 25,771 | $1.69M | $2.34M | $651,232.98 | 38.63% |