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SPDR Bloomberg Convertible Securities ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 David Silver INSTRUMENTAL WEALTH, LLC | 3,036 | $280,847.72 | $309,216.6 | $28,368.88 | 10.1% |
 Staci Compagno Portside Wealth Group, LLC | 1,890 | $171,045 | $192,496.5 | $21,451.5 | 12.54% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 80 | $7,136 | $8,148 | $1,012 | 14.18% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 30,368 | $2.65M | $3.09M | $442,968.55 | 16.72% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 68,474 | $6.71M | $7.25M | $536,831.18 | 8% |
 John Hayes LongView Wealth Management | 5,780 | $413,271.87 | $588,693 | $175,421.13 | 42.45% |
 Andrew Halac Talon Private Wealth, LLC | 23,912 | $1.96M | $2.44M | $478,589.65 | 24.46% |
 Christopher C. Powers Farther Finance Advisors, LLC | 11,523 | $940,662.45 | $1.17M | $232,955.1 | 24.77% |
 Marilou Davido WFA Asset Management Corp | 5,832 | $479,582.63 | $593,989.2 | $114,406.57 | 23.86% |
 Dina Fliss Global View Capital Management LLC | 2,079 | $224,158 | $211,746.15 | -$12,411.85 | -5.54% |
 NICOLE MARTIN Arlington Trust Co LLC | 1,000 | $76,620 | $101,850 | $25,230 | 32.93% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,289 | $525,398.43 | $538,684.65 | $13,286.22 | 2.53% |
 Kevin Bresler TD Waterhouse Canada Inc. | 4,299 | $393,202.25 | $437,853.15 | $44,650.9 | 11.36% |
 Sandeep Sharma SYNTAX RESEARCH, INC. | 115 | $7,797.07 | $11,712.75 | $3,915.68 | 50.22% |
| AK Alisha Kamadia United Community Bank | 1,357 | $124,192.99 | $143,706.3 | $19,513.31 | 15.71% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 52,362 | $4.65M | $5.33M | $680,264.32 | 14.62% |
 Amir Har-El Savvy Advisors, Inc. | 5,652 | $517,271 | $575,656.2 | $58,385.2 | 11.29% |
 Jon Deven Mouton CAP Partners, LLC | 6,186 | $446,763.94 | $630,044.1 | $183,280.16 | 41.02% |
 Joshua Stipcich Tidemark, LLC | 6 | $460 | $623.82 | $163.82 | 35.61% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 544 | $48,438 | $57,609.6 | $9,171.6 | 18.93% |
