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Swan Hedged Equity US Large Cap Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,499 | $133,264.66 | $147,400.69 | $14,136.03 | 10.61% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 102,912 | $2.68M | $2.76M | $76,530.91 | 2.85% |
| RR rosemary richard WCG Wealth Advisors LLC | 18,009 | $453,801.87 | $482,641.2 | $28,839.33 | 6.36% |
 Jeff Ameen Spire Wealth Management | 1,771 | $31,977.6 | $47,507.07 | $15,529.47 | 48.56% |
| SW Steve Wachs Legacy CG LLC | 686,712 | $17.3M | $18.45M | $1.14M | 6.59% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 477,957 | $10.85M | $12.81M | $1.96M | 18.07% |
 Amanda Hawley Atria Wealth Solutions Inc. | 39,787 | $875,590.3 | $1.07M | $193,486.39 | 22.1% |
| NB Nolan Baker Retirement Guys Formula LLC | 289,135 | $5.49M | $7.76M | $2.27M | 41.37% |
 Bert D. Barre Colonial Trust Co. / SC | 4,798 | $112,753 | $128,898.27 | $16,145.27 | 14.32% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 10,390 | $191,715.99 | $278,711.75 | $86,995.76 | 45.38% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 9,109 | $229,638 | $244,667.74 | $15,029.74 | 6.54% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 107,088 | $2.44M | $2.88M | $435,985.84 | 17.87% |
| GZ Gregg Zeoli Empire Financial Management Company LLC | 11,133 | $277,169.99 | $299,032.38 | $21,862.39 | 7.89% |
 Andrew Agosta Prosperity Financial Group, Inc. | 14,589 | $329,176.61 | $391,204.03 | $62,027.42 | 18.84% |
 Dina Fliss Global View Capital Management LLC | 8,934 | $220,669 | $239,565.21 | $18,896.21 | 8.56% |
 Carmen McClennon WR Wealth Planners, LLC | 450 | $9,328.8 | $12,030.75 | $2,701.95 | 28.96% |
 Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 78,139 | $1.93M | $2.09M | $159,794.55 | 8.28% |
 VestGen Advisors LLC VestGen Advisors LLC | 11,732 | $295,763.94 | $313,009.76 | $17,245.82 | 5.83% |
 Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 764,899 | $18.04M | $20.41M | $2.36M | 13.1% |
 Riverchase Wealth Management LLC Riverchase Wealth Management LLC | 32,787 | $734,429.19 | $874,101.42 | $139,672.23 | 19.02% |
