| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,068 | $365,630 | $347,057.56 | -$18,572.44 | -5.08% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 255,169 | $4.47M | $6.35M | $1.88M | 42.13% |
Bulldog Investors Bulldog Investors LLP | 39,448 | $863,122.24 | $1.01M | $143,985.2 | 16.68% |
John Mezzasalma Mezzasalma Advisors LLC | 36,723 | $655,348.83 | $905,956.41 | $250,607.58 | 38.24% |
| BO Brian Oliveira Clear Street Group Inc. | 1,432 | $37,218 | $36,673.66 | -$544.34 | -1.46% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,705 | $273,668 | $300,981.45 | $27,313.45 | 9.98% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 148,531 | $3.09M | $3.8M | $714,239.6 | 23.12% |
| HAS Hayley A. Snell LRI Investments, LLC | 309 | $4,771.25 | $7,320.21 | $2,548.96 | 53.42% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 72,888 | $1.23M | $1.82M | $587,382.59 | 47.82% |
| DN Daniel Newman Noble Wealth Management PBC | 1,000 | $17,710 | $23,690 | $5,980 | 33.77% |
| CTC Caldwell Trust Co Caldwell Trust Co | 2,479 | $54,786 | $58,727.51 | $3,941.51 | 7.19% |