| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 276 | $9,458.52 | $10,985.08 | $1,526.56 | 16.14% |
| PO Patrick O'Connell Security Financial Services Inc. | 13,866 | $491,149.41 | $551,880.67 | $60,731.26 | 12.37% |
| EW Ed West Values First Advisors Inc. | 7,215 | $253,410.15 | $287,164.21 | $33,754.06 | 13.32% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 24,604 | $738,413.78 | $979,263.8 | $240,850.02 | 32.62% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 117,615 | $3.49M | $4.68M | $1.19M | 34.16% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 8,180 | $284,573.28 | $325,572.18 | $40,998.9 | 14.41% |