| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel L. Lippincott Karpus Management Inc. | 284,991 | $2.87M | $3.13M | $269,647.99 | 9.41% |
| BO Brian Oliveira Clear Street Group Inc. | 145,488 | $1.5M | $1.6M | $100,560.77 | 6.7% |
Courtney Haddad Concurrent Investment Advisors, LLC | 20,000 | $202,800 | $218,200 | $15,400 | 7.59% |