| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tyler Rudek Heritage Wealth Architects Inc. | 36,643 | $830,403.38 | $832,895.39 | $2,492.01 | 0.3% |
Deirdre A. Dillon Virtus Fixed Income Advisers LLC | 181 | $4,133.08 | $4,137.66 | $4.58 | 0.11% |
Todd Arthur Gomes Sonoma Allocations LLC | 43,557 | $1M | $990,050.61 | -$14,220.76 | -1.42% |