| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 79,868 | $1.82M | $1.8M | -$21,803.72 | -1.2% |
Bradley Wilson Crews Bank & Trust | 8,650 | $198,431 | $194,841.25 | -$3,589.75 | -1.81% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 9,518 | $216,518.29 | $214,345.36 | -$2,172.93 | -1% |
Clark Asset Management LLC Clark Asset Management LLC | 96,171 | $2.22M | $2.17M | -$50,681.36 | -2.29% |
Farnam Financial LLC Farnam Financial LLC | 9,515 | $219,130 | $213,326.3 | -$5,803.7 | -2.65% |