| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EJP Erick J. Palacios Palacios Wealth Management LLC | 137,782 | $2.1M | $2.11M | $10,588.7 | 0.5% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 400 | $6,188 | $6,080 | -$108 | -1.75% |
Avi Kantor Certior Financial Group LLC | 23,029 | $348,153.45 | $354,070.87 | $5,917.42 | 1.7% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 86,866 | $1.34M | $1.32M | -$12,479.04 | -0.93% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 35,924 | $586,997.92 | $550,355.68 | -$36,642.24 | -6.24% |
William F. Blake PMG Family Office LLC | 42,914 | $646,944.08 | $660,879.89 | $13,935.81 | 2.15% |