| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 77,683 | $2.16M | $2.05M | -$107,391.61 | -4.98% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 17,640 | $478,926 | $464,461.2 | -$14,464.8 | -3.02% |