| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Friedwald ParaFi Capita LLP | 1.52M | $79.49M | $69.55M | -$9.94M | -12.51% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 13,933 | $799,299.63 | $643,007.95 | -$156,291.68 | -19.55% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 3,410 | $169,131.86 | $155,957.37 | -$13,174.49 | -7.79% |
Allison Brooke Blake WorthPointe LLC | 7,951 | $280,749.81 | $368,528.85 | $87,779.04 | 31.27% |
Jaimie Palmer Beacon Capital Management LLC | 12,267 | $433,147.77 | $571,028.85 | $137,881.08 | 31.83% |
Adam Grossman Mayport LLC | 8,119 | $502,612.02 | $376,721.6 | -$125,890.42 | -25.05% |
Brian Levy West Wealth Group LLC | 4,655 | $220,367.7 | $214,967.9 | -$5,399.8 | -2.45% |
David K. Balsdon Harvest Portfolios Group Inc. | 1.15M | $63.34M | $52.86M | -$10.48M | -16.55% |
| CMD Chris M. Denholm Objective Capital Management LLC | 33,287 | $1.46M | $1.55M | $93,756.11 | 6.42% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 9,519 | $336,967.28 | $441,300.84 | $104,333.56 | 30.96% |
Candice Gilman Sofi Wealth LLC | 64,074 | $3.02M | $2.99M | -$30,897.85 | -1.02% |
Christopher M. Marks Sterling Investment Counsel LLC | 7,368 | $260,164.08 | $340,512.12 | $80,348.04 | 30.88% |
Michael Topley Lansing Street Advisors | 86,448 | $4.15M | $4.03M | -$120,551.3 | -2.91% |
Timothy Gerlach Novem Group | 8,727 | $308,150.37 | $401,354.73 | $93,204.36 | 30.25% |
Timothy Low Forte Asset Management LLC | 124,186 | $5.24M | $5.78M | $542,059.6 | 10.35% |
Matthew Heller Willner & Heller LLC | 8,786 | $436,224.9 | $409,383.67 | -$26,841.23 | -6.15% |
Jeffrey Gilbert Balboa Wealth Partners | 17,635 | $704,429.68 | $808,212.05 | $103,782.37 | 14.73% |
Gary M. Coon Finer Wealth Management Inc. | 88,444 | $4.37M | $4.08M | -$287,679.59 | -6.58% |
Angela Cox W Advisors LLC | 14,634 | $711,534.99 | $681,505.38 | -$30,029.61 | -4.22% |
Kevin Zemann WealthPlan Investment Management LLC | 17,739 | $832,968.93 | $826,460.01 | -$6,508.92 | -0.78% |