| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Investment Research Partners LLC Investment Research Partners LLC | 12,129 | $406,291.57 | $459,810.39 | $53,518.82 | 13.17% |
Caldwell Trust Co Caldwell Trust Co | 741 | $33,463.46 | $28,617.42 | -$4,846.04 | -14.48% |
Invested Advisors Invested Advisors | 6,218 | $232,534.21 | $236,035.28 | $3,501.07 | 1.51% |