| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RG Rafael Guijarro City National Bank Of Florida /MSD | 12,146 | $402,299 | $410,595.53 | $8,296.53 | 2.06% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 18,725 | $624,288.75 | $631,500.62 | $7,211.87 | 1.16% |
Dan Mohr Retireful LLC | 9,737 | $336,877.73 | $329,305.34 | -$7,572.39 | -2.25% |
Manske Wealth Management Manske Wealth Management | 93,301 | $2.95M | $3.15M | $207,649.73 | 7.05% |