| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 94,136 | $2.84M | $2.95M | $104,793.5 | 3.69% |
Caroline Jankowski Operose Advisors LLC | 2,016 | $60,525.28 | $64,895.44 | $4,370.16 | 7.22% |
Ed West Values First Advisors Inc. | 12,442 | $355,716.78 | $382,703.48 | $26,986.7 | 7.59% |
| SM Sarah Moore BOS Asset Management LLC | 54,645 | $1.63M | $1.7M | $72,174.34 | 4.43% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 7,610 | $222,060 | $234,075.99 | $12,015.99 | 5.41% |
Curtis Burkholder Bare Financial Services, Inc | 150,990 | $4.5M | $4.64M | $144,726.64 | 3.22% |
Carmen McClennon WR Wealth Planners, LLC | 75 | $2,231 | $2,306.92 | $75.92 | 3.4% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 9,637 | $286,424.1 | $305,141.15 | $18,717.05 | 6.53% |