| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 93,701 | $2.28M | $2.25M | -$33,196.25 | -1.45% |
VestGen Advisors LLC VestGen Advisors LLC | 39,898 | $965,049.85 | $961,142.82 | -$3,907.03 | -0.4% |
Deirdre A. Dillon Virtus Fixed Income Advisers LLC | 4.01M | $97.7M | $96.66M | -$1.04M | -1.06% |