| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 8,185 | $335,860 | $338,040.5 | $2,180.5 | 0.65% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 7,969 | $276,792.85 | $338,284.05 | $61,491.2 | 22.22% |
| YA Yinka Akinsola Blue Trust Inc. | 276 | $9,458.52 | $11,387.76 | $1,929.24 | 20.4% |
Patrick O'Connell Security Financial Services Inc. | 13,866 | $491,149.41 | $564,526.46 | $73,377.05 | 14.94% |
Ed West Values First Advisors Inc. | 4,506 | $159,109.86 | $183,452.78 | $24,342.92 | 15.3% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 25,231 | $764,142.1 | $1.04M | $277,898.2 | 36.37% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 85,432 | $2.54M | $3.56M | $1.02M | 40.23% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 8,180 | $284,573.28 | $340,860.6 | $56,287.32 | 19.78% |