| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 27,873 | $170,580 | $167,795.46 | -$2,784.54 | -1.63% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 3.08M | $15.73M | $18.51M | $2.79M | 17.72% |
Daniel L. Lippincott Karpus Management Inc. | 451,041 | $2.55M | $2.72M | $162,349.44 | 6.36% |
Bulldog Investors Bulldog Investors LLP | 877,416 | $4.96M | $5.28M | $318,109.93 | 6.41% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 457,036 | $2.4M | $2.76M | $355,654.7 | 14.82% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 64,614 | $373,644.96 | $377,345.76 | $3,700.8 | 0.99% |
William Jollie Quent Capital LLC | 5,100 | $30,702 | $30,702 | - | - |
| KB Kyle Bubeck TrueMark Investments LLC | 212,884 | $1.22M | $1.24M | $24,087.27 | 1.98% |
Jae Cho Marex Group plc | 40,359 | $226,599.82 | $242,961.18 | $16,361.36 | 7.22% |
Courtney Haddad Concurrent Investment Advisors, LLC | 58,073 | $293,045.03 | $339,146.32 | $46,101.29 | 15.73% |
Joseph C. Gissy Tactive Advisors, LLC | 15,996 | $87,585.82 | $93,416.64 | $5,830.82 | 6.66% |
Amir Har-El Savvy Advisors, Inc. | 32,430 | $183,553.97 | $189,391.2 | $5,837.23 | 3.18% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3.86M | $21.82M | $23.28M | $1.46M | 6.69% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 400 | $2,448 | $2,336 | -$112 | -4.58% |
Heather Scully NWF Advisory Services Inc. | 15,000 | $84,900 | $87,600 | $2,700 | 3.18% |
North Ground Capital North Ground Capital | 728,000 | $4.23M | $4.39M | $163,489.89 | 3.87% |
Nicole Reese WPG Advisers LLC | 836 | $4,168.43 | $4,961.66 | $793.23 | 19.03% |
Wallace Jones WJ Financial Advisors LLC | 18,534 | $105,642.46 | $111,760.02 | $6,117.56 | 5.79% |