| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 11,649 | $1.27M | $1.83M | $563,142.69 | 44.3% |
Dana Moreau COMMON FUND FOR NONPROFIT ORGANIZATIONS | 4,488 | $507,687.45 | $698,961.12 | $191,273.67 | 37.68% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 12,129 | $1.33M | $1.91M | $585,630.44 | 44.2% |
Sara Beth Stanich Stanich Group LLC | 1,793 | $221,428.17 | $281,285.84 | $59,857.67 | 27.03% |
| HAS Hayley A. Snell LRI Investments, LLC | 4,940 | $570,335.12 | $777,852.4 | $207,517.28 | 36.39% |
Jade Eagles WEALTHGARDEN F.S. LLC | 1,977 | $238,115.06 | $310,863.48 | $72,748.42 | 30.55% |
Michael Dziura Westfuller Advisors, LLC | 244 | $37,649 | $37,931.02 | $282.02 | 0.75% |
Daniel Andersen Parkshore Wealth Management, Inc. | 1,688 | $213,996.77 | $265,480.2 | $51,483.43 | 24.06% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 2,198 | $334,515 | $344,998.08 | $10,483.08 | 3.13% |
Andrew Bowers BridgePort Financial Solutions, LLC | 2,739 | $331,769.21 | $428,393.29 | $96,624.08 | 29.12% |
Matthew Richmond Richmond Investment Services, LLC | 2,253 | $285,593.6 | $354,419.43 | $68,825.83 | 24.1% |
Rana Choubah Meridian Financial Advisors, LLC | 3,975 | $422,056.86 | $621,709.87 | $199,653.01 | 47.3% |
Samantha Cox Capital Investment Counsel, LLC | 5,355 | $538,231.27 | $837,548.77 | $299,317.5 | 55.61% |
Jackie Berry Hershey Financial Advisers, LLC | 10,571 | $1.63M | $1.66M | $27,854.88 | 1.71% |
Teresa Coleman Creekside Partners | 1,873 | $210,672.46 | $294,061 | $83,388.54 | 39.58% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,177 | $160,651.47 | $183,258.9 | $22,607.43 | 14.07% |
David Levy Diversified Enterprises LLC | 3,580 | $431,546.06 | $558,999.1 | $127,453.04 | 29.53% |
High Probability Advisors LLC High Probability Advisors LLC | 2,585 | $298,676.01 | $406,620.5 | $107,944.49 | 36.14% |
Millstone Evans Group LLC Millstone Evans Group LLC | 731 | $88,882.42 | $113,718.01 | $24,835.59 | 27.94% |
| KSB Kennebec Savings Bank Kennebec Savings Bank | 2,260 | $283,389.59 | $353,599.6 | $70,210.01 | 24.78% |