| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
JAMES ELIOS Elios Financial Group Inc. | 29,980 | $1.47M | $2.01M | $541,144.01 | 36.8% |
Andrew Snider Maiden Cove Capital, LLC | 10,584 | $476,334.32 | $703,888.92 | $227,554.6 | 47.77% |
| KSB Kennebec Savings Bank Kennebec Savings Bank | 260 | $14,352 | $17,226.3 | $2,874.3 | 20.03% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 5,521 | $272,652.9 | $370,459.1 | $97,806.2 | 35.87% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 8,405 | $413,466.12 | $561,075.77 | $147,609.65 | 35.7% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 10,423 | $525,158.09 | $692,556.23 | $167,398.14 | 31.88% |
Elizabeth Arce Sovran Advisors LLC | 3,804 | $178,808.36 | $250,968.9 | $72,160.54 | 40.36% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 9,004 | $452,594.08 | $601,512.22 | $148,918.14 | 32.9% |
Archer Investment Management LLC Archer Investment Management LLC | 47,103 | $2.6M | $3.16M | $560,281.4 | 21.55% |
| AAL ArborFi Advisors LLC ArborFi Advisors LLC | 4,102 | $226,430.79 | $273,562.38 | $47,131.59 | 20.82% |
Jeremy Will Bestgate Wealth Advisors LLC | 5,159 | $351,103 | $344,053.71 | -$7,049.29 | -2.01% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 15,977 | $799,587.95 | $1.05M | $251,778.53 | 31.49% |
Rossby Financial LLC Rossby Financial LLC | 2,237 | $112,130.11 | $150,063.78 | $37,933.67 | 33.83% |
| BK Bud Kahn Wealth Management Strategies Inc. | 2,881 | $200,085.45 | $192,133.89 | -$7,951.56 | -3.97% |
Kilter Group LLC Kilter Group LLC | 241 | $13,013.84 | $16,166.91 | $3,153.07 | 24.23% |
Birchbrook Inc. Birchbrook Inc. | 657 | $34,917.44 | $43,529.53 | $8,612.09 | 24.66% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 30,281 | $1.74M | $2M | $259,926.66 | 14.91% |