| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel L. Lippincott Karpus Management Inc. | 296,281 | $2.98M | $3.18M | $203,340.43 | 6.83% |
| BO Brian Oliveira Clear Street Group Inc. | 146,204 | $1.51M | $1.57M | $63,159.84 | 4.19% |
Courtney Haddad Concurrent Investment Advisors, LLC | 20,000 | $202,800 | $215,600 | $12,800 | 6.31% |