| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Warner WARNER FINANCIAL Inc. | 3,817 | $250,926.86 | $289,729.38 | $38,802.52 | 15.46% |
| KSB Kennebec Savings Bank Kennebec Savings Bank | 214 | $13,505.49 | $16,278.98 | $2,773.49 | 20.54% |
Future You Wealth LLC Future You Wealth LLC | 11,270 | $733,001 | $848,912.75 | $115,911.75 | 15.81% |
Lauren Sterling NerdWallet Wealth Partners LLC | 11,107 | $796,760.02 | $837,634.4 | $40,874.38 | 5.13% |