| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EA Elizabeth Arce Sovran Advisors LLC | 94,820 | $2.42M | $2.42M | -$1,608.08 | -0.07% |
| VIA Victrix Investment Advisors Victrix Investment Advisors | 12,352 | $314,729 | $315,099.52 | $370.52 | 0.12% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 11,893 | $303,033.64 | $303,390.43 | $356.79 | 0.12% |
| RFL Rossby Financial LLC Rossby Financial LLC | 133 | $3,389 | $3,392.83 | $3.83 | 0.11% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 40,779 | $1.04M | $1.04M | -$815.73 | -0.08% |
| DR Don Ruffin Park Square Financial Group LLC | 11 | $280 | $280.61 | $0.61 | 0.22% |
| JB Justin Boggs Optima Capital LLC | 5,088 | $129,642 | $129,794.88 | $152.88 | 0.12% |
| WGL Warner Group LLC Warner Group LLC | 24,420 | $624,419.82 | $622,954.2 | -$1,465.62 | -0.23% |
| HAP Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 69,864 | $1.78M | $1.78M | $1,021.2 | 0.06% |