| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 415,648 | $9.4M | $9.43M | $28,447.8 | 0.3% |
| WWL Winnow Wealth LLC Winnow Wealth LLC | 6,467 | $155,208 | $146,736.23 | -$8,471.77 | -5.46% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 19,134 | $431,110.36 | $434,150.46 | $3,040.1 | 0.7% |