| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Goggins Hidden Cove Wealth Management LLC | 13,341 | $366,244.93 | $383,820.57 | $17,575.64 | 4.8% |
Joseph C. Gissy Tactive Advisors, LLC | 11,447 | $312,555.08 | $329,330.19 | $16,775.11 | 5.37% |
Paul Zarling Client First Investment Management LLC | 130,099 | $3.75M | $3.74M | -$7,156.77 | -0.19% |
VestGen Advisors LLC VestGen Advisors LLC | 24,779 | $710,676 | $712,891.83 | $2,215.83 | 0.31% |
Deirdre A. Dillon Virtus Fixed Income Advisers LLC | 62 | $1,687.25 | $1,786.22 | $98.97 | 5.87% |