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SPDR Bloomberg Convertible Securities ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Sue Oleari Trifecta Capital Advisors LLC | 6,835 | $461,513.77 | $651,170.45 | $189,656.68 | 41.09% |
 Jeffrey Hanson Breakwater Capital Group | 3,206 | $231,167.71 | $305,788.28 | $74,620.57 | 32.28% |
 John Canning Mi LLCreek Capital Advisors LLC | 3,957 | $254,683.24 | $378,229.84 | $123,546.6 | 48.51% |
| TAL TFB Advisors LLC TFB Advisors LLC | 6,018 | $559,132.13 | $577,126.2 | $17,994.07 | 3.22% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 7,064 | $456,199.81 | $675,212.44 | $219,012.63 | 48.01% |
 Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 10,240 | $937,101.73 | $976,691.2 | $39,589.47 | 4.22% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,067 | $97,645.84 | $101,268.97 | $3,623.13 | 3.71% |
 Jill Batley Gateway Wealth Partners LLC | 6,754 | $618,121.56 | $641,494.92 | $23,373.36 | 3.78% |
| PIL PFG Investments LLC PFG Investments LLC | 1,935 | $177,078.88 | $186,998.4 | $9,919.52 | 5.6% |
| JC Jared Calvert Buck Wealth Strategies LLC | 52 | $5,614 | $5,007.08 | -$606.92 | -10.81% |
 David Silver INSTRUMENTAL WEALTH, LLC | 3,036 | $280,847.72 | $292,852.56 | $12,004.84 | 4.27% |
 Staci Compagno Portside Wealth Group, LLC | 1,890 | $171,045 | $180,013.05 | $8,968.05 | 5.24% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 80 | $7,136 | $7,767.2 | $631.2 | 8.85% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 30,368 | $2.65M | $2.93M | $276,855.59 | 10.45% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 68,474 | $6.71M | $6.65M | -$69,163.72 | -1.03% |
 John Hayes LongView Wealth Management | 5,780 | $413,271.87 | $553,608.4 | $140,336.53 | 33.96% |
 Andrew Halac Talon Private Wealth, LLC | 29,986 | $2.61M | $2.87M | $260,326.93 | 9.97% |
 Christopher C. Powers Farther Finance Advisors, LLC | 23,116 | $2.11M | $2.22M | $110,338.58 | 5.22% |
 Marilou Davido WFA Asset Management Corp | 5,832 | $479,582.63 | $557,276.76 | $77,694.13 | 16.2% |
 Dina Fliss Global View Capital Management LLC | 2,079 | $224,158 | $199,750.32 | -$24,407.68 | -10.89% |
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