| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel L. Lippincott Karpus Management Inc. | 284,991 | $2.87M | $3.09M | $226,899.34 | 7.92% |
| BO Brian Oliveira Clear Street Group Inc. | 145,488 | $1.5M | $1.57M | $68,553.41 | 4.57% |
Courtney Haddad Concurrent Investment Advisors, LLC | 20,000 | $202,800 | $215,600 | $12,800 | 6.31% |