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Global X U.S. Preferred ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWL Alteri Wealth LLC Alteri Wealth LLC | 53,454 | $1.03M | $1.01M | -$26,601.32 | -2.57% |
| DN Daniel Newman Noble Wealth Management PBC | 500 | $9,520 | $9,425 | -$92.5 | -0.97% |
| BG Byron Gustus Cornerstone Select Advisors LLC | 11,549 | $225,320.88 | $217,698.65 | -$7,564.49 | -3.36% |
| AD Andrew Dziedzic Prepared Retirement Institute LLC | 94,952 | $1.85M | $1.79M | -$57,798.19 | -3.13% |
| NAL Note Advisors LLC Note Advisors LLC | 21,416 | $413,313.39 | $403,691.6 | -$9,514.71 | -2.3% |
| MCA MSH Capital Advisors LLC MSH Capital Advisors LLC | 28,927 | $651,156.07 | $545,273.95 | -$105,737.49 | -16.24% |
| RFL Rossby Financial LLC Rossby Financial LLC | 3,186 | $58,591 | $60,056.1 | $1,481.03 | 2.53% |
| JH Julie Hazzard 10Elms LLP | 23,010 | $435,119 | $433,738.5 | -$1,265.45 | -0.29% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 6 | $117 | $113.1 | -$3.87 | -3.31% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 28,301 | $549,109.37 | $533,473.85 | -$15,494.02 | -2.82% |
| NR Nicole Reese WPG Advisers LLC | 1,805 | $34,419.35 | $34,024.25 | -$386.07 | -1.12% |
| HT Heydon Traub Traub Capital Management LLC | 87,135 | $1.64M | $1.64M | $2,178.7 | 0.13% |
| CTC Caldwell Trust Co Caldwell Trust Co | 498 | $9,683.98 | $9,387.3 | -$294.19 | -3.04% |
| IA Invested Advisors Invested Advisors | 16,397 | $310,070 | $309,083.45 | -$904.57 | -0.29% |
