| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark R. Satkoski Midwest Capital Advisors, LLC | 2,883 | $123,764.28 | $144,942.82 | $21,178.54 | 17.11% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 14,284 | $660,946.98 | $714,200 | $53,253.02 | 8.06% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 817 | $34,977.71 | $41,225.82 | $6,248.11 | 17.86% |
Founders Grove Wealth Partners LLC Founders Grove Wealth Partners LLC | 11,212 | $488,076.23 | $566,206 | $78,129.77 | 16.01% |
| JC Jared Calvert Christian Investment Advisors Inc. | 530,510 | $22.82M | $26.72M | $3.9M | 17.1% |
Forge Financial Services LLC Forge Financial Services LLC | 4,458 | $202,617.64 | $224,504.88 | $21,887.24 | 10.8% |