| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tyler Rudek Heritage Wealth Architects Inc. | 39,193 | $886,809.36 | $872,436.18 | -$14,373.18 | -1.62% |
Deirdre A. Dillon Virtus Fixed Income Advisers LLC | 181 | $4,133.08 | $4,030.87 | -$102.21 | -2.47% |
Todd Arthur Gomes Sonoma Allocations LLC | 43,557 | $1M | $968,272.11 | -$35,999.26 | -3.58% |