| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RLV Ronald L. Valpey Valpey Financial Services LLC | 124,097 | $2.6M | $2.54M | -$60,438.71 | -2.32% |
Deirdre A. Dillon Virtus Fixed Income Advisers LLC | 54,195 | $1.12M | $1.11M | -$5,487.81 | -0.49% |
Adam Scott Argyle Capital Partners LLC | 19,549 | $407,105.1 | $400,656.75 | -$6,448.35 | -1.58% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,055 | $22,967.79 | $21,511.45 | -$1,456.34 | -6.34% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 84,516 | $1.72M | $1.73M | $10,987 | 0.64% |