| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KSB Kennebec Savings Bank Kennebec Savings Bank | 1,794 | $85,344.32 | $109,954.26 | $24,609.94 | 28.84% |
Elizabeth Arce Sovran Advisors LLC | 7,690 | $367,505 | $471,320.1 | $103,815.1 | 28.25% |
Crux Wealth Advisors Crux Wealth Advisors | 85,856 | $4.38M | $5.26M | $879,694.93 | 20.07% |
| RFL Rossby Financial LLC Rossby Financial LLC | 4,710 | $260,000.68 | $288,675.9 | $28,675.22 | 11.03% |
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 7,498 | $368,363.61 | $459,552.42 | $91,188.81 | 24.76% |
Nicole Reese WPG Advisers LLC | 17 | $818.34 | $1,041.93 | $223.59 | 27.32% |
| ML Maseco LLP Maseco LLP | 34,150 | $1.73M | $2.09M | $358,404.47 | 20.66% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 536 | $27,335.36 | $32,851.44 | $5,516.08 | 20.18% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 7,356 | $374,640.77 | $450,849.24 | $76,208.47 | 20.34% |
Matthew J. Darcy Seneca Financial Advisors LLC | 4,425 | $234,730.97 | $271,208.25 | $36,477.28 | 15.54% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 11,893 | $593,842.07 | $728,921.97 | $135,079.9 | 22.75% |