| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 35 | $606.9 | $596.05 | -$10.85 | -1.79% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 1.25M | $21.95M | $21.27M | -$686,811.8 | -3.13% |
Adam J. Peck Riverwater Partners LLC | 65,945 | $1.12M | $1.13M | $7,388.44 | 0.66% |
Thomas Mason Mason & Associates Inc. | 30,716 | $531,748.74 | $523,093.51 | -$8,655.23 | -1.63% |
| PIL PFG Investments LLC PFG Investments LLC | 36,005 | $616,151.4 | $613,165.19 | -$2,986.21 | -0.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 651 | $11,244 | $11,086.53 | -$157.47 | -1.4% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,676 | $29,246 | $28,684.74 | -$561.26 | -1.92% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 10,480 | $181,199.2 | $178,946 | -$2,253.2 | -1.24% |