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First Trust California Municipal Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 18,453 | $916,250 | $859,356.21 | -$56,893.79 | -6.21% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 809 | $40,092.71 | $37,675.13 | -$2,417.58 | -6.03% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 9,151 | $454,365.45 | $429,913.98 | -$24,451.47 | -5.38% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 5,950 | $294,719.61 | $278,968.72 | -$15,750.89 | -5.34% |
 Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 6,750 | $323,797.5 | $316,035 | -$7,762.5 | -2.4% |
| RR rosemary richard WCG Wealth Advisors LLC | 16,218 | $801,812.2 | $760,543.11 | -$41,269.09 | -5.15% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 37,564 | $1.84M | $1.76M | -$76,071.07 | -4.14% |
 Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 37,730 | $1.87M | $1.77M | -$100,954.6 | -5.39% |
 Amanda Hawley Atria Wealth Solutions Inc. | 6,222 | $302,015.88 | $291,721.58 | -$10,294.3 | -3.41% |
 Mariana Coli Dunhill Financial LLC | 288 | $14,375.69 | $13,503.02 | -$872.67 | -6.07% |
| CWL Channel Wealth LLC Channel Wealth LLC | 44,985 | $2.23M | $2.11M | -$119,240.18 | -5.35% |
 Courtney Holt Compound Planning, Inc. | 35,043 | $1.71M | $1.64M | -$71,140.91 | -4.15% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,918 | $640,136.77 | $604,956.4 | -$35,180.37 | -5.5% |
 Christopher C. Powers Farther Finance Advisors, LLC | 8,500 | $418,679.63 | $395,845 | -$22,834.63 | -5.45% |
 Amir Har-El Savvy Advisors, Inc. | 20,320 | $1.01M | $951,788.8 | -$57,144.2 | -5.66% |
 PETER KRUSSEL Southland Equity Partners LLC | 30,031 | $1.47M | $1.41M | -$58,132.05 | -3.96% |
 Joshua Stipcich Tidemark, LLC | 8,553 | $425,967.3 | $400,793.58 | -$25,173.72 | -5.91% |
| MB Matthieu Balmer Climber Capital SA | 14,635 | $710,382.9 | $685,722.92 | -$24,659.98 | -3.47% |
 Chris M. Frantz Catalina Capital Group, LLC | 16,540 | $825,388.85 | $776,222.2 | -$49,166.65 | -5.96% |
 Brian Krause Cascade Financial Partners, LLC | 18,103 | $898,854 | $849,392.76 | -$49,461.24 | -5.5% |
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