| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 626,403 | $17.22M | $19.89M | $2.67M | 15.51% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 380 | $8,918.6 | $12,042.2 | $3,123.6 | 35.02% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 430 | $11,755 | $13,643.9 | $1,888.9 | 16.07% |