| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin S. Smith Smith Asset Management Co LLC | 73,879 | $2.34M | $2.59M | $247,061.34 | 10.55% |
| AS Aryn Sands GK Wealth Management LLC | 143 | $4,926 | $5,206.63 | $280.63 | 5.7% |
Caldwell Trust Co Caldwell Trust Co | 825 | $26,846 | $28,912.12 | $2,066.12 | 7.7% |
Basepoint Wealth LLC Basepoint Wealth LLC | 395 | $16,084 | $13,894.12 | -$2,189.88 | -13.62% |
William F. Blake PMG Family Office LLC | 25,948 | $1.03M | $911,877.59 | -$115,978.43 | -11.28% |