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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 | $2.03M | -$55,820.5 | -2.67% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 1.42M | $16.73M | $18.31M | $1.58M | 9.43% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 8,161 | $94,509.7 | $105,113.68 | $10,603.98 | 11.22% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 18,536 | $242,821.6 | $236,519.36 | -$6,302.24 | -2.6% |
| RR rosemary richard WCG Wealth Advisors LLC | 36,752 | $433,931.88 | $476,673.44 | $42,741.56 | 9.85% |
 Kimberly Van Winkle Twelve Points Wealth Management LLC | 34,785 | $642,066.28 | $443,508.75 | -$198,557.53 | -30.92% |
| BO Brian Oliveira Clear Street Group Inc. | 3,247 | $42,536 | $42,178.53 | -$357.47 | -0.84% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 39,309 | $469,932.92 | $509,837.73 | $39,904.81 | 8.49% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 21,193 | $276,788.3 | $262,369.34 | -$14,418.96 | -5.21% |
 David T. Morgan High Net Worth Advisory Group LLC | 13,911 | $155,471.8 | $172,218.18 | $16,746.38 | 10.77% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 153,126 | $1.77M | $1.9M | $126,493.87 | 7.15% |
 Jill Grimes Centurion Wealth Management LLC | 32,815 | $370,097.06 | $406,249.7 | $36,152.64 | 9.77% |
 Bert D. Barre Colonial Trust Co. / SC | 1,973 | $22,018.68 | $25,175.48 | $3,156.8 | 14.34% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 13,802 | $152,104.15 | $170,868.76 | $18,764.61 | 12.34% |
| PIL PFG Investments LLC PFG Investments LLC | 50,298 | $602,273.25 | $622,689.24 | $20,415.99 | 3.39% |
 Courtney Holt Compound Planning, Inc. | 21,156 | $246,764.01 | $261,911.28 | $15,147.27 | 6.14% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 40,874 | $483,570.24 | $506,020.12 | $22,449.88 | 4.64% |
 James Rankin Modern Wealth Management, LLC | 54,307 | $652,991.15 | $704,361.79 | $51,370.64 | 7.87% |
 Joseph C. Gissy Tactive Advisors, LLC | 14,172 | $171,907.44 | $175,449.36 | $3,541.92 | 2.06% |
 Chris Chatto Encompass More Asset Management | 14,547 | $171,062.27 | $180,091.86 | $9,029.59 | 5.28% |
