| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 196 | $4,453.12 | $4,419.8 | -$33.32 | -0.75% |
Patrick O'Connell Security Financial Services Inc. | 32,951 | $757,485.97 | $743,209.8 | -$14,276.17 | -1.88% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 124,408 | $2.83M | $2.8M | -$31,969.78 | -1.13% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 415,648 | $9.4M | $9.37M | -$29,742.92 | -0.32% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 18,015 | $405,951.3 | $406,238.25 | $286.95 | 0.07% |