| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,068 | $365,630 | $313,997.76 | -$51,632.24 | -14.12% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 255,169 | $4.47M | $5.61M | $1.15M | 25.64% |
Bulldog Investors Bulldog Investors LLP | 39,448 | $863,122.24 | $878,112.48 | $14,990.24 | 1.74% |
John Mezzasalma Mezzasalma Advisors LLC | 37,244 | $667,373.51 | $829,051.44 | $161,677.93 | 24.23% |
| BO Brian Oliveira Clear Street Group Inc. | 1,432 | $37,218 | $31,661.52 | -$5,556.48 | -14.93% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,875 | $278,086.19 | $288,393.56 | $10,307.37 | 3.71% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 148,531 | $3.09M | $3.33M | $237,365.97 | 7.68% |
| HAS Hayley A. Snell LRI Investments, LLC | 309 | $4,771.25 | $6,921.45 | $2,150.2 | 45.07% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 72,888 | $1.23M | $1.62M | $394,229.39 | 32.1% |
| DN Daniel Newman Noble Wealth Management PBC | 1,000 | $17,710 | $22,065 | $4,355 | 24.59% |
Caldwell Trust Co Caldwell Trust Co | 1,240 | $27,404.05 | $27,360.6 | -$43.45 | -0.16% |