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Advent Convertible and Income Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 159,498 | $2.09M | $1.8M | -$290,282.56 | -13.89% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 1.42M | $16.73M | $15.51M | -$1.22M | -7.31% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 8,161 | $94,509.7 | $92,056.08 | -$2,453.62 | -2.6% |
| WL William LeVay Fca Corp /TX | 239,080 | $3.07M | $2.66M | -$407,361.2 | -13.27% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 20,341.11 | $368,897.98 | $226,599.94 | -$142,298.04 | -38.57% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 18,536 | $242,821.6 | $206,491.04 | -$36,330.56 | -14.96% |
| RR rosemary richard WCG Wealth Advisors LLC | 36,752 | $433,931.88 | $400,552.7 | -$33,379.18 | -7.69% |
 Kimberly Van Winkle Twelve Points Wealth Management LLC | 34,785 | $642,066.28 | $380,895.75 | -$261,170.53 | -40.68% |
| BO Brian Oliveira Clear Street Group Inc. | 3,247 | $42,536 | $36,090.4 | -$6,445.6 | -15.15% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 39,309 | $469,932.92 | $437,902.26 | -$32,030.66 | -6.82% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 19,903 | $260,611.7 | $224,505.84 | -$36,105.86 | -13.85% |
 David T. Morgan High Net Worth Advisory Group LLC | 13,911 | $155,471.8 | $151,909.51 | -$3,562.29 | -2.29% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 153,126 | $1.77M | $1.67M | -$98,586.04 | -5.57% |
 Jill Grimes Centurion Wealth Management LLC | 31,086 | $350,109.82 | $339,459.12 | -$10,650.7 | -3.04% |
 Bert D. Barre Colonial Trust Co. / SC | 1,973 | $22,018.68 | $21,963.44 | -$55.24 | -0.25% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 13,802 | $152,104.15 | $151,131.9 | -$972.25 | -0.64% |
| PIL PFG Investments LLC PFG Investments LLC | 50,298 | $602,273.25 | $559,313.76 | -$42,959.49 | -7.13% |
 Courtney Holt Compound Planning, Inc. | 21,156 | $246,764.01 | $235,148.94 | -$11,615.07 | -4.71% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 39,784 | $471,166.04 | $443,193.76 | -$27,972.28 | -5.94% |
 James Rankin Modern Wealth Management, LLC | 54,307 | $652,991.15 | $604,165.37 | -$48,825.78 | -7.48% |
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