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SPDR Bloomberg Convertible Securities ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Missy Straw Nilsine Partners LLC | 37,822 | $3.46M | $3.88M | $417,176.66 | 12.05% |
 Dalila Toledo Ascent Group LLC | 3,612 | $326,886 | $369,977.16 | $43,091.16 | 13.18% |
| EM Erin Mccann Simplicity Wealth LLC | 14,660 | $1.21M | $1.5M | $291,286.16 | 24.03% |
| RG Robert Glass AlphaCentric Advisors LLC | 5,093 | $365,206.9 | $522,287.15 | $157,080.25 | 43.01% |
 Michael Byun SageView Advisory Group LLC | 887 | $79,142 | $90,855.41 | $11,713.41 | 14.8% |
 Dan Mohr Retireful LLC | 4,196 | $328,026.76 | $430,299.8 | $102,273.04 | 31.18% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 33,296 | $2.52M | $3.41M | $894,640.86 | 35.56% |
 Jim Clark Worth Asset Management LLC | 17,086 | $1.76M | $1.75M | -$13,996.9 | -0.79% |
 Amanda Hawley Atria Wealth Solutions Inc. | 39,449 | $3.07M | $4.05M | $973,206.83 | 31.67% |
 John DeMarco Trajan Wealth LLC | 6,177 | $488,480.68 | $635,026.48 | $146,545.8 | 30% |
 Adam Schwallier Schwallier Wealth Management LLC | 5,748 | $526,094 | $590,923.14 | $64,829.14 | 12.32% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 2,270 | $205,435.05 | $233,140.35 | $27,705.3 | 13.49% |
 Mariana Coli Dunhill Financial LLC | 935 | $68,455.5 | $95,893.6 | $27,438.1 | 40.08% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 102 | $9,127.12 | $10,475.4 | $1,348.28 | 14.77% |
 Brian Dechow SWAN Capital LLC | 51 | $4,668 | $5,230.56 | $562.56 | 12.05% |
 Bert D. Barre Colonial Trust Co. / SC | 426 | $27,408.84 | $43,677.78 | $16,268.94 | 59.36% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 14,657 | $1.06M | $1.5M | $443,611.79 | 41.87% |
| BP Brett Pohl Kingdom Financial Group LLC | 257 | $22,937.73 | $26,350.21 | $3,412.48 | 14.88% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 6,835 | $461,513.77 | $700,792.55 | $239,278.78 | 51.85% |
 Jeffrey Hanson Breakwater Capital Group | 3,210 | $231,453.87 | $328,190.4 | $96,736.53 | 41.8% |
