| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 90,857 | $2.74M | $2.91M | $172,008.58 | 6.27% |
Caroline Jankowski Operose Advisors LLC | 2,016 | $60,525.28 | $65,036.16 | $4,510.88 | 7.45% |
| SM Sarah Moore BOS Asset Management LLC | 58,163 | $1.74M | $1.88M | $142,594.29 | 8.22% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 7,610 | $222,060 | $245,726.9 | $23,666.9 | 10.66% |
Curtis Burkholder Bare Financial Services, Inc | 150,990 | $4.5M | $4.85M | $350,224.03 | 7.78% |
Carmen McClennon WR Wealth Planners, LLC | 75 | $2,231 | $2,423.62 | $192.62 | 8.63% |
OneAscent Family Office LLC OneAscent Family Office LLC | 9,637 | $286,424.1 | $310,745.06 | $24,320.96 | 8.49% |