| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EJP Erick J. Palacios Palacios Wealth Management LLC | 137,782 | $2.1M | $2.21M | $103,591.55 | 4.93% |
Avi Kantor Certior Financial Group LLC | 23,029 | $348,153.45 | $368,694.29 | $20,540.84 | 5.9% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 86,866 | $1.34M | $1.42M | $81,770.57 | 6.12% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 38,624 | $631,115.9 | $633,433.6 | $2,317.7 | 0.37% |
William F. Blake PMG Family Office LLC | 42,914 | $646,944.08 | $687,053.14 | $40,109.06 | 6.2% |