| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 300 | $20,041.65 | $22,758 | $2,716.35 | 13.55% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 13,543 | $890,926.62 | $1.03M | $136,445.36 | 15.31% |
David W. Young III Clarion Wealth Managment Partners LLC | 18,580 | $1.16M | $1.41M | $249,797.54 | 21.54% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 15,046 | $1.01M | $1.14M | $132,367.48 | 13.12% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 3,954 | $282,416.65 | $299,950.44 | $17,533.79 | 6.21% |
| KCS Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 19,634 | $1.26M | $1.49M | $225,710.32 | 17.86% |