| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 93,701 | $2.28M | $2.23M | -$51,936.45 | -2.28% |
VestGen Advisors LLC VestGen Advisors LLC | 39,898 | $965,049.85 | $949,173.42 | -$15,876.43 | -1.65% |
Deirdre A. Dillon Virtus Fixed Income Advisers LLC | 4.01M | $97.7M | $95.54M | -$2.16M | -2.21% |