| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel L. Lippincott Karpus Management Inc. | 869,884 | $7.17M | $9.47M | $2.3M | 32.03% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 7,007 | $65,235.17 | $76,901.82 | $11,666.65 | 17.88% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.94M | $25.44M | $21.2M | -$4.24M | -16.67% |
Courtney Holt Compound Planning, Inc. | 67,534 | $666,620.25 | $737,991.29 | $71,371.04 | 10.71% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 360 | $3,492 | $3,902.36 | $410.36 | 11.75% |
David Levy Diversified Enterprises LLC | 11,522 | $115,406.33 | $124,207.16 | $8,800.83 | 7.63% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 610 | $6,866.67 | $6,551.4 | -$315.27 | -4.59% |