| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caldwell Trust Co Caldwell Trust Co | 45,219 | $1.61M | $3.38M | $1.77M | 109.58% |
Bryce Maxwell Westerkirk Capital Inc. | 5,600 | $411,432 | $416,528 | $5,096 | 1.24% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 12,291 | $880,052.37 | $911,746.38 | $31,694.01 | 3.6% |
Landon Marsh Scott Marsh Financial LLC | 10,772 | $791,440 | $799,928.72 | $8,488.72 | 1.07% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 2,883 | $203,355 | $213,255.51 | $9,900.51 | 4.87% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 10,472 | $738,590 | $774,613.84 | $36,023.84 | 4.88% |
Jon Borer Capitolis Liquid Global Markets LLC | 308,000 | $21.72M | $22.83M | $1.1M | 5.08% |