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S&P 500 Core Premium Income Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,603 | $348,638.21 | $366,927.39 | $18,289.18 | 5.25% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 3,789 | $196,506.7 | $211,009.41 | $14,502.71 | 7.38% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 4,784 | $252,595 | $265,798.56 | $13,203.56 | 5.23% |
| YA Yinka Akinsola Blue Trust Inc. | 3,000 | $158,400 | $166,290 | $7,890 | 4.98% |
 Jeff Ameen Spire Wealth Management | 25 | $1,305.75 | $1,387.75 | $82 | 6.28% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 10,625 | $524,271.75 | $590,431.25 | $66,159.5 | 12.62% |
| DM Dipen Mehta Invst LLC | 58,965 | $3.05M | $3.27M | $227,337.42 | 7.47% |
 Jason E. Archambault SK Wealth Management LLC | 909,777 | $46.65M | $50.44M | $3.79M | 8.13% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,235 | $311,999.4 | $346,042.5 | $34,043.1 | 10.91% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,650 | $302,890.5 | $313,631.5 | $10,741 | 3.55% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 22,472 | $1.15M | $1.25M | $94,838.15 | 8.22% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 665 | $35,079.78 | $36,914.15 | $1,834.37 | 5.23% |
| SE Sima Elimelech Activest Wealth Management | 1,200 | $63,360 | $66,828 | $3,468 | 5.47% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 4,420 | $221,176.8 | $245,354.2 | $24,177.4 | 10.93% |
 Larry Herold Herold Advisors Inc. | 16,353 | $840,197.17 | $907,755.03 | $67,557.86 | 8.04% |
| JM Janet Messer FRG Family Wealth Advisors LLC | 86,830 | $4.33M | $4.82M | $487,219.45 | 11.25% |
 Andrew J. Whalen Whalen Wealth Management Inc. | 97,714 | $4.98M | $5.42M | $442,163.08 | 8.88% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 719 | $37,938.69 | $40,005.16 | $2,066.47 | 5.45% |
 Brandon Collier Collier Financial | 7,658 | $402,884.15 | $425,669.93 | $22,785.78 | 5.66% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 4,430 | $206,482.3 | $246,330.15 | $39,847.85 | 19.3% |
