| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caldwell Trust Co Caldwell Trust Co | 1,145 | $176,977.72 | $205,332.85 | $28,355.13 | 16.02% |
United Financial Planning Group LLC United Financial Planning Group LLC | 1,691 | $320,292 | $304,971.87 | -$15,320.13 | -4.78% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 100 | $19,081.3 | $18,035 | -$1,046.3 | -5.48% |