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Advent Convertible and Income Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 2.13M | $25.11M | $27.48M | $2.37M | 9.43% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 8,161 | $94,509.7 | $104,460.8 | $9,951.1 | 10.53% |
| RR rosemary richard WCG Wealth Advisors LLC | 36,752 | $433,931.88 | $471,160.64 | $37,228.76 | 8.58% |
 Kimberly Van Winkle Twelve Points Wealth Management LLC | 34,784 | $642,053.18 | $445,930.88 | -$196,122.3 | -30.55% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 33,246 | $390,507.62 | $425,881.26 | $35,373.64 | 9.06% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 21,193 | $276,788.3 | $271,164.43 | -$5,623.87 | -2.03% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 13,795 | $153,952.2 | $174,713.67 | $20,761.47 | 13.49% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 153,126 | $1.77M | $1.95M | $180,087.97 | 10.18% |
 Jill Grimes Centurion Wealth Management LLC | 32,815 | $370,097.06 | $417,734.95 | $47,637.89 | 12.87% |
 Bert D. Barre Colonial Trust Co. / SC | 1,973 | $22,018.68 | $25,116.29 | $3,097.61 | 14.07% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 13,802 | $152,104.15 | $175,699.46 | $23,595.31 | 15.51% |
| PIL PFG Investments LLC PFG Investments LLC | 56,583 | $677,316.15 | $715,774.95 | $38,458.8 | 5.68% |
 Courtney Holt Compound Planning, Inc. | 21,156 | $246,764.01 | $267,623.4 | $20,859.39 | 8.45% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 40,874 | $483,570.24 | $516,851.73 | $33,281.49 | 6.88% |
 James Rankin Modern Wealth Management, LLC | 54,235 | $652,047.95 | $685,801.57 | $33,753.62 | 5.18% |
 Joseph C. Gissy Tactive Advisors, LLC | 14,172 | $171,907.44 | $179,275.8 | $7,368.36 | 4.29% |
 Chris Chatto Encompass More Asset Management | 14,494 | $170,367.95 | $181,972.17 | $11,604.22 | 6.81% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,000 | $11,530 | $12,570 | $1,040 | 9.02% |
 David Millar Gen-Wealth Partners Inc | 495 | $5,910.3 | $6,261.75 | $351.45 | 5.95% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 36,200 | $416,662.07 | $457,930 | $41,267.93 | 9.9% |
