| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MK Matthew Klein Matauro LLC | 3,593 | $204,063 | $211,358.22 | $7,295.22 | 3.57% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 10,298 | $472,506.86 | $605,110.48 | $132,603.62 | 28.06% |
Future You Wealth LLC Future You Wealth LLC | 19,319 | $869,939.74 | $1.13M | $264,471.94 | 30.4% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 1,658 | $75,115.7 | $97,531.85 | $22,416.15 | 29.84% |
Rossby Financial LLC Rossby Financial LLC | 488 | $24,490.59 | $28,674.88 | $4,184.29 | 17.09% |
Peak Retirement Planning Inc. Peak Retirement Planning Inc. | 6,885 | $353,840.63 | $405,010.12 | $51,169.49 | 14.46% |
SFM LLC SFM LLC | 9,206 | $536,710 | $541,542.95 | $4,832.95 | 0.9% |
Lauren Sterling NerdWallet Wealth Partners LLC | 26,929 | $1.36M | $1.58M | $221,412.74 | 16.28% |
Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 9,681 | $463,991.9 | $568,855.56 | $104,863.66 | 22.6% |
Bonnie Courtney Cambridge Financial Group LLC | 11,454 | $416,763 | $674,010.63 | $257,247.63 | 61.73% |