| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RG Rafael Guijarro City National Bank Of Florida /MSD | 12,146 | $402,299 | $416,486.34 | $14,187.34 | 3.53% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 18,725 | $624,288.75 | $651,068.25 | $26,779.5 | 4.29% |
Dan Mohr Retireful LLC | 8,988 | $312,063.36 | $309,546.72 | -$2,516.64 | -0.81% |
Manske Wealth Management Manske Wealth Management | 93,217 | $2.94M | $3.23M | $285,064.49 | 9.69% |