| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristy DeJarnette Financial Security Advisor, Inc. | 12,500 | $271,605.65 | $341,875 | $70,269.35 | 25.87% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,943 | $304,399 | $351,531.88 | $47,132.88 | 15.48% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 425 | $10,434 | $11,623.75 | $1,189.75 | 11.4% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 7,398 | $166,430.68 | $204,036.84 | $37,606.16 | 22.6% |
Ashley Meredith Abel Hall, LLC | 13,000 | $327,340 | $356,265 | $28,925 | 8.84% |
Michael Bailey MGB Wealth Management, LLC | 11,467 | $268,396.04 | $311,959.73 | $43,563.69 | 16.23% |
Roger Krabbe Bank & Trust Co | 2,729 | $63,558 | $74,242.44 | $10,684.44 | 16.81% |
Matthew Richmond Richmond Investment Services, LLC | 15,107 | $364,122.54 | $416,046.78 | $51,924.24 | 14.26% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 11,625 | $292,084.46 | $319,222.5 | $27,138.04 | 9.29% |
| KSB Kennebec Savings Bank Kennebec Savings Bank | 796 | $21,446.89 | $21,675.08 | $228.19 | 1.06% |
| PAM Parvin Asset Management LLC Parvin Asset Management LLC | 2,350 | $56,518 | $63,931.75 | $7,413.75 | 13.12% |
Kingstone Capital Partners Texas LLC Kingstone Capital Partners Texas LLC | 369,491 | $9.03M | $10.11M | $1.08M | 11.95% |
Kilter Group LLC Kilter Group LLC | 500 | $12,275 | $13,730 | $1,455 | 11.85% |
| LC Leslie Childs MB Levis & Associates LLC | 201 | $5,564 | $5,459.16 | -$104.84 | -1.88% |
Caldwell Trust Co Caldwell Trust Co | 816 | $18,988 | $22,203.36 | $3,215.36 | 16.93% |
William F. Blake PMG Family Office LLC | 82,310 | $2.02M | $2.26M | $246,211.51 | 12.21% |