| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Freedom Financial Partners LLC Freedom Financial Partners LLC | 10,298 | $472,506.86 | $607,170.08 | $134,663.22 | 28.5% |
Future You Wealth LLC Future You Wealth LLC | 19,319 | $869,939.74 | $1.1M | $233,175.12 | 26.8% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 1,658 | $75,115.7 | $98,236.83 | $23,121.13 | 30.78% |
| RFL Rossby Financial LLC Rossby Financial LLC | 480 | $24,036.26 | $27,408 | $3,371.74 | 14.03% |
Peak Retirement Planning Inc. Peak Retirement Planning Inc. | 6,885 | $353,840.63 | $408,603.41 | $54,762.78 | 15.48% |
Lauren Sterling NerdWallet Wealth Partners LLC | 26,929 | $1.36M | $1.54M | $177,787.71 | 13.07% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 9,634 | $461,369.3 | $550,101.38 | $88,732.08 | 19.23% |
Bonnie Courtney Cambridge Financial Group LLC | 11,454 | $416,763 | $654,023.38 | $237,260.38 | 56.93% |