| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel L. Lippincott Karpus Management Inc. | 263,185 | $3.56M | $3.46M | -$95,746.89 | -2.69% |
| CH Courtney Haddad Concurrent Investment Advisors, LLC | 44,475 | $583,171.24 | $585,291 | $2,119.76 | 0.36% |
| HWP Highline Wealth Partners LLC Highline Wealth Partners LLC | 700 | $9,135 | $9,212 | $77 | 0.84% |
| IAL IFC Advisors LLC IFC Advisors LLC | 30,000 | $379,800.21 | $394,800 | $14,999.79 | 3.95% |
| DN Daniel Newman Noble Wealth Management PBC | 58,118 | $753,737.73 | $764,832.88 | $11,095.15 | 1.47% |
| CD Cole Dimond Caliber Wealth Management LLC / KS | 12,000 | $161,040 | $157,920 | -$3,120 | -1.94% |
| NR Nicole Reese WPG Advisers LLC | 266 | $3,365.91 | $3,500.56 | $134.65 | 4% |