| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
JAMES ELIOS Elios Financial Group Inc. | 51,330 | $1.43M | $1.32M | -$102,785.82 | -7.21% |
VestGen Advisors LLC VestGen Advisors LLC | 77,683 | $2.16M | $2M | -$152,836.17 | -7.09% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 17,640 | $478,926 | $453,612.6 | -$25,313.4 | -5.29% |