| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 94,136 | $2.84M | $2.86M | $19,129.74 | 0.67% |
Caroline Jankowski Operose Advisors LLC | 2,016 | $60,525.28 | $61,427.52 | $902.24 | 1.49% |
| SM Sarah Moore BOS Asset Management LLC | 54,645 | $1.63M | $1.66M | $30,092.23 | 1.85% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 7,610 | $222,060 | $230,202.5 | $8,142.5 | 3.67% |
Curtis Burkholder Bare Financial Services, Inc | 150,990 | $4.5M | $4.54M | $42,491.31 | 0.94% |
Carmen McClennon WR Wealth Planners, LLC | 75 | $2,231 | $2,241 | $10 | 0.45% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 8,019 | $240,165.48 | $239,607.72 | -$557.76 | -0.23% |