| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 2.11M | $12.61M | $12.83M | $219,336.4 | 1.74% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,700 | $16,227 | $16,416 | $189 | 1.16% |
Daniel L. Lippincott Karpus Management Inc. | 940,172 | $5.3M | $5.72M | $412,645.42 | 7.78% |
Bulldog Investors Bulldog Investors LLP | 3.37M | $19.7M | $20.51M | $816,509.63 | 4.15% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.48M | $8.89M | $8.98M | $84,142.68 | 0.95% |
Joseph Castro Nuveen LLC | 136,099 | $785,291.23 | $825,440.43 | $40,149.2 | 5.11% |
| SE Sima Elimelech Activest Wealth Management | 1,500 | $9,015 | $9,105 | $90 | 1% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,700 | $16,497 | $16,389 | -$108 | -0.65% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 6,460 | $37,274.2 | $39,179.9 | $1,905.7 | 5.11% |
Craig Johnsen Fortitude Advisory Group LLC | 38,762 | $321,102.7 | $235,091.53 | -$86,011.17 | -26.79% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 44,111 | $258,192.24 | $266,650.99 | $8,458.75 | 3.28% |
Alexandra Stickelman Root Financial Partners, LLC | 8,188 | $48,472.24 | $49,618.46 | $1,146.22 | 2.36% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 15,847 | $91,651.45 | $95,715.88 | $4,064.43 | 4.43% |
David Vollmer PFS Partners, LLC | 91,921 | $526,618.7 | $556,581.65 | $29,962.95 | 5.69% |
Amir Har-El Savvy Advisors, Inc. | 62,222 | $373,952 | $376,443.1 | $2,491.1 | 0.67% |
David Novak Novak & Powell Financial Services, Inc. | 18,255 | $112,597.27 | $110,534.02 | -$2,063.25 | -1.83% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3.2M | $18.72M | $19.37M | $648,697.51 | 3.47% |
Chris M. Frantz Catalina Capital Group, LLC | 36,500 | $204,400 | $221,007.5 | $16,607.5 | 8.12% |
Lee Larson Everstar Asset Management, LLC | 12,100 | $71,632 | $73,265.5 | $1,633.5 | 2.28% |
| DN Daniel Newman Noble Wealth Management PBC | 65,733 | $383,404.87 | $396,698.65 | $13,293.78 | 3.47% |