| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 94,136 | $2.84M | $2.65M | -$187,969.46 | -6.61% |
| CJ Caroline Jankowski Operose Advisors LLC | 2,016 | $60,525.28 | $56,851.2 | -$3,674.08 | -6.07% |
| EW Ed West Values First Advisors Inc. | 9,008 | $262,853.44 | $254,025.6 | -$8,827.84 | -3.36% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 7,610 | $222,060 | $215,743.5 | -$6,316.5 | -2.84% |
Curtis Burkholder Bare Financial Services, Inc | 145,186 | $4.33M | $4.09M | -$232,859.48 | -5.38% |
Carmen McClennon WR Wealth Planners, LLC | 75 | $2,231 | $2,126.25 | -$104.75 | -4.7% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 8,019 | $240,165.48 | $226,135.8 | -$14,029.68 | -5.84% |