| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 16,581 | $92,244.83 | $95,423.65 | $3,178.82 | 3.45% |
Daniel L. Lippincott Karpus Management Inc. | 1.95M | $10.07M | $11.22M | $1.15M | 11.45% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 6.39M | $35.03M | $36.92M | $1.89M | 5.4% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 38,449 | $217,062.91 | $222,427.46 | $5,364.55 | 2.47% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,321 | $7,410.81 | $7,556.12 | $145.31 | 1.96% |