| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sara Beth Stanich Stanich Group LLC | 1,793 | $221,428.17 | $274,615.88 | $53,187.71 | 24.02% |
| HAS Hayley A. Snell LRI Investments, LLC | 4,940 | $570,335.12 | $756,610.4 | $186,275.28 | 32.66% |
Jade Eagles WEALTHGARDEN F.S. LLC | 1,977 | $238,115.06 | $302,797.32 | $64,682.26 | 27.16% |
Michael Dziura Westfuller Advisors, LLC | 244 | $37,649 | $37,371.04 | -$277.96 | -0.74% |
Daniel Andersen Parkshore Wealth Management, Inc. | 1,688 | $213,996.77 | $268,121.92 | $54,125.15 | 25.29% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 2,198 | $334,515 | $336,645.68 | $2,130.68 | 0.64% |
Andrew Bowers BridgePort Financial Solutions, LLC | 2,739 | $331,769.21 | $419,505.24 | $87,736.03 | 26.44% |
Matthew Richmond Richmond Investment Services, LLC | 2,253 | $285,593.6 | $345,069.48 | $59,475.88 | 20.83% |
Rana Choubah Meridian Financial Advisors, LLC | 3,975 | $422,056.86 | $608,811 | $186,754.14 | 44.25% |
Samantha Cox Capital Investment Counsel, LLC | 6,000 | $603,060.25 | $918,960 | $315,899.75 | 52.38% |
Jackie Berry Hershey Financial Advisers, LLC | 10,571 | $1.63M | $1.68M | $46,618.41 | 2.86% |
Teresa Coleman Creekside Partners | 1,873 | $210,672.46 | $286,868.68 | $76,196.22 | 36.17% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,177 | $160,651.47 | $180,269.32 | $19,617.85 | 12.21% |
David Levy Diversified Enterprises LLC | 3,580 | $431,546.06 | $548,312.8 | $116,766.74 | 27.06% |
High Probability Advisors LLC High Probability Advisors LLC | 2,585 | $298,676.01 | $395,918.6 | $97,242.59 | 32.56% |
Millstone Evans Group LLC Millstone Evans Group LLC | 731 | $88,882.42 | $116,017.01 | $27,134.59 | 30.53% |
| KSB Kennebec Savings Bank Kennebec Savings Bank | 2,260 | $283,389.59 | $346,141.6 | $62,752.01 | 22.14% |
Jason D. Finley Finley Financial LLC | 7,610 | $937,400 | $1.17M | $228,147.6 | 24.34% |
Howard Teutsch Arcadia Investment Advisors LLC | 981 | $69,867.04 | $150,249.96 | $80,382.92 | 115.05% |
Lia Bertelson Mallini Complete Financial Planning LLC | 3,412 | $414,865 | $522,581.92 | $107,716.92 | 25.96% |