| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 8,645 | $342,088.92 | $395,370.43 | $53,281.51 | 15.58% |
| YA Yinka Akinsola Blue Trust Inc. | 157 | $6,760.42 | $7,180.24 | $419.82 | 6.21% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 41,718 | $1.66M | $1.91M | $243,230.08 | 14.61% |
| PO Patrick O'Connell Security Financial Services Inc. | 4,490 | $218,909.95 | $205,345.66 | -$13,564.29 | -6.2% |
| EW Ed West Values First Advisors Inc. | 5,874 | $236,999.91 | $268,641.52 | $31,641.61 | 13.35% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 71,301 | $2.47M | $3.26M | $790,776.4 | 32.01% |
Christopher C. Powers Farther Finance Advisors, LLC | 859 | $41,086 | $39,285.51 | -$1,800.49 | -4.38% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 251,126 | $8.68M | $11.48M | $2.81M | 32.39% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 73,802 | $3.01M | $3.38M | $369,214.35 | 12.28% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 655,254 | $24.55M | $29.97M | $5.42M | 22.08% |