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Global X U.S. Preferred ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Samira Kadam Synergy Investment Management LLC | 229 | $4,200 | $3,980.02 | -$219.98 | -5.24% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 60,682 | $1.17M | $1.05M | -$118,099.24 | -10.11% |
| BG Byron Gustus Cornerstone Select Advisors LLC | 10,890 | $212,463.8 | $189,976.05 | -$22,487.75 | -10.58% |
 Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 924 | $16,262 | $15,911.28 | -$350.72 | -2.16% |
 Andrew Dziedzic Prepared Retirement Institute LLC | 89,174 | $1.67M | $1.55M | -$117,702.62 | -7.06% |
 Note Advisors LLC Note Advisors LLC | 18,138 | $351,588.65 | $315,329.13 | -$36,259.52 | -10.31% |
 Maridea Wealth Management LLC Maridea Wealth Management LLC | 26,076 | $487,352 | $449,680.62 | -$37,671.38 | -7.73% |
 MSH Capital Advisors LLC MSH Capital Advisors LLC | 28,692 | $643,358.08 | $496,084.68 | -$147,273.4 | -22.89% |
 Rossby Financial LLC Rossby Financial LLC | 3,524 | $64,908.26 | $61,388.08 | -$3,520.18 | -5.42% |
| JH Julie Hazzard 10Elms LLP | 29,092 | $548,790.02 | $501,691.54 | -$47,098.48 | -8.58% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 6 | $117 | $103.77 | -$13.23 | -11.31% |
 Nicole Reese WPG Advisers LLC | 1,158 | $21,796.13 | $20,172.36 | -$1,623.77 | -7.45% |
 Heydon Traub Traub Capital Management LLC | 83,224 | $1.57M | $1.45M | -$121,090.61 | -7.73% |
 Caldwell Trust Co Caldwell Trust Co | 498 | $9,683.98 | $8,595.48 | -$1,088.5 | -11.24% |
 Invested Advisors Invested Advisors | 18,844 | $355,801.71 | $328,733.58 | -$27,068.13 | -7.61% |
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