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iShares Convertible Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FTM F. Thomas Mosley Mosley Wealth Management | 932 | $81,946.67 | $97,934.56 | $15,987.89 | 19.51% |
 Seth Hodes Able Wealth Management LLC | 2,080 | $202,878.89 | $228,446.4 | $25,567.51 | 12.6% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,742 | $212,071.08 | $183,136.46 | -$28,934.62 | -13.64% |
| CI CacheTech Inc. CacheTech Inc. | 132,084 | $10.57M | $14.06M | $3.49M | 33% |
 Darin Pilacinski True Vision MN LLC | 2,061 | $195,180.74 | $220,382.73 | $25,201.99 | 12.91% |
 Philip Smith SWP FINANCIAL LLC | 7,551 | $748,174.83 | $804,181.5 | $56,006.67 | 7.49% |
 Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,735 | $569,949.65 | $616,340.45 | $46,390.8 | 8.14% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 41,229 | $3.85M | $4.32M | $473,158.05 | 12.29% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 5,126 | $521,775.54 | $540,972.41 | $19,196.87 | 3.68% |
 Janice M. Powell Diversify Advisory Services, LLC | 63,938 | $7.78M | $6.82M | -$963,225.97 | -12.37% |
 DAVID REICHERT Atlatl Advisers LLC | 5,263 | $484,742.96 | $554,141.27 | $69,398.31 | 14.32% |
 Kelly Financial Services LLC Kelly Financial Services LLC | 7,271 | $658,341.19 | $773,634.4 | $115,293.21 | 17.51% |
 David Millar Gen-Wealth Partners Inc | 270 | $26,592.98 | $28,393.2 | $1,800.22 | 6.77% |
 Geoffrey A. Frazier Global Financial Private Client, LLC | 13,111 | $1.1M | $1.41M | $313,900.69 | 28.67% |
 Jay Kasting Landing Point Financial Group, LLC | 6,592 | $802,519 | $705,937.28 | -$96,581.72 | -12.03% |
 Mark R. Satkoski Midwest Capital Advisors, LLC | 3,252 | $324,000.55 | $344,207.94 | $20,207.39 | 6.24% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 3,101 | $287,309.32 | $340,582.83 | $53,273.51 | 18.54% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 63,938 | $7.16M | $6.82M | -$339,748.08 | -4.74% |
 Andrew Bowers BridgePort Financial Solutions, LLC | 1,711 | $208,304 | $180,767.15 | -$27,536.85 | -13.22% |
 Carmen McClennon WR Wealth Planners, LLC | 135 | $11,295.44 | $14,399.1 | $3,103.66 | 27.48% |
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