| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 51 | $2,056.32 | $2,402.1 | $345.78 | 16.82% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 29,729 | $891,408.99 | $1.41M | $515,218.64 | 57.8% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 26,807 | $781,958.7 | $1.26M | $475,825.74 | 60.85% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,568 | $212,598.3 | $306,134.48 | $93,536.18 | 44% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 80,190 | $2.5M | $3.67M | $1.16M | 46.44% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 15,262 | $456,879.27 | $702,052 | $245,172.73 | 53.66% |