2021-01-19T14:44:25-06:00 2020-11-30 650691589 WAXMAN & WAXMAN PA 7465 NW 4TH STREET PLANTATION FL 33317 990PF 2019-12-01 226905449 THE ROTHMAN FOUNDATION ROTH 3055342002 939 ARTHUR GODFREY ROAD MIAMI BEACH FL 33140 ARNOLD ROTHMAN DIRECTOR 3055342002 2021-01-11 MICHAEL WAXMAN P01348367 9549725505 2021-01-19 2019 2022-09-23 18:48:47Z X 169108 X X 5487 5487 5757 132989 5757 11244 11244 1750 875 152 1730 865 3632 1740 0 37280 37280 40912 1740 37280 -29668 9504 20871 21609 11609 2615 1630 1630 164413 134992 155869 187899 158231 169108 0 X 187899 158231 187899 158231 187899 158231 187899 -29668 158231 158231 25 SH AAPL P 2017-01-05 2020-11-23 2855 729 2126 2126 20 SH MMM P 2018-07-23 2020-03-02 3020 3994 -974 -974 10 SH AAPL P 2020-02-06 3240 1151 2089 2089 45 SH NEE P 2018-11-28 2020-11-23 3352 2015 1337 1337 350 SH BSCK P 2017-10-20 2020-03-03 7444 7516 -72 -72 50 SH PFF P 2019-11-15 2020-07-24 1786 1866 -80 -80 350 SH BSCL P 2020-03-03 7455 7258 197 197 325 SH PFF P 2018-03-23 2020-07-24 11607 12195 -588 -588 290 SH BSJK P 2016-10-04 2020-02-06 6916 7009 -93 -93 15 SH PG P 2020-02-06 1909 1302 607 607 FRACT SH CASH IN LIEU CNTWW P 2020-02-07 6 6 6 100 SH SHYG P 2020-08-28 4445 4751 -306 -306 45 SH CVX P 2020-03-03 4367 4912 -545 -545 .306 SH VTRS P 2020-11-20 5 4 1 1 30 SH DIS P 2019-03-22 2020-08-28 4044 3258 786 786 120 SH WFC P 2020-03-02 4922 5713 -791 -791 417 SH FCVSX P 2020-02-06 13382 11790 1592 1592 50 SH XOM P 2020-03-02 2617 4187 -1570 -1570 562.459 SH FGBMX P 2020-02-11 2020-07-24 8139 8600 -461 -461 30 SH HDV P 2019-08-01 2020-11-23 2605 2801 -196 -196 350 SH ISTB P 2020-02-06 17705 17346 359 359 10 SH JNJ P 2020-02-06 1536 1142 394 394 20 SH JPM P 2016-10-04 2020-02-06 2750 1343 1407 1407 3874.408 SH LLDYX P 2020-02-10 2020-05-26 15808 16350 -542 -542 5757 -1083 false 39353 207640 0.189525 50316 248640 0.202365 45859 273962 0.167392 33791 185247 0.182411 31338 151369 0.207031 0.948724 0.189745 172751 32779 95 32874 37280 X 95 95 95 95 false false false false false false false true true FL true false false false false true NONE ARNOLD ROTHMAN 3055342002 939 ARTHUR GODFREY ROAD MIAMI BEACH FL 33140 false false false false false false false false false false false false false false false false false false false false ARNOLD ROTHMAN 939 ARTHUR GODFREY ROAD MIAMI BEACH FL 33140 DIRECTOR 000.00 0 0 0 NONE NONE N/A 156587 18795 0 175382 175382 2631 172751 8638 8638 95 95 8543 8543 8543 37280 37280 95 37185 8543 23934 24665 32343 38012 29275 148229 37280 8543 28737 176966 0 23934 153032 24665 32343 38012 29275 28737 X MIAMI BEACH KOLLEL 3767 CHASE AVE MIAMI BEACH FL 33140 NONE EXEMPT CONTRIBUTION 1500 TALMUDIC UNIVERSITY 4000 ALTON ROAD MIAMI BEACH FL 33140 NONE EXEMPT CONTRIBUTION 8760 GREATER MIAMI JEWISH 4200 BISCAYNE BLVD MIAMI BEACH FL 33140 NONE EXEMPT CONTRIBUTION 500 FRIENDS OF LUBAVITCH 17330 NW 7TH AVE MIAMI FL 33137 NONE EXEMPT CONTRIBUTION 9800 CHABAD OF N BRWDSO PB 7170 LOXAHATCHEE ROAD PARKLAND FL 33067 NONE EXEMPT CONTRIBUTION 360 YESHIVA ELEMENTARY SCHOOL 7902 CARLYLE AVE MIAMI BEACH FL 33141 NONE EXEMPT CONTRIBUTION 1000 MOUNT SINAI MED CTR FOUNDATION 4300 ALTON ROAD MIAMI BEACH FL 33140 NONE EXEMPT CONTRIBUTION 15000 CHABAD JEWISH CENTER OF DORAL 10181 NW 58TH STREET DORAL FL 33178 NONE EXEMPT CONTRIBUTION 180 HOBART & WILLIAM SMITH COLLEGES 300 PULTENEY STREET GENOVA NY 14456 NONE EXEMPT CONTRIBUTION 180 37280 5487 5757 11244 11244 false false false false false false false false false false PROFESSIONAL FEES 1750 875 ISHARES PFD STK PFF FIDELITY CONVERT SEC FCVSX ISHARES CORE HIGH DIV ISHARES 1-5 USD BOND ISTB ISHARES 0-5 HIGH YLD SHYG 12701 12394 ATT 5784 4169 AEP 3441 3820 APPLE 1021 4167 BERKSHIRE B 3592 5723 CHEVRON CISCO 1663 2366 DISNEY EXXON MOBIL JP MORGAN CHASE 2577 3537 JOHNSON & JOHNSON 1650 2170 MMM MEDTRONIC 2653 3411 MERCK 2430 3216 MICROSOFT 977 3211 NEXTERA 1567 2576 PEPSICO 1619 2163 PFIZER 2251 2873 PROCTOR & GAMBLE 1660 2777 UPS 3515 5132 VERIZON 4103 4833 WAL-MART 1710 3820 WELLS FARGO BSCK 2020 CB BSJK 2020HY BSCL 2021 CB BSJM 2022HY FID ADVISOR TOTAL BOND FBKWX 24300 23930 FID ADVISOR INV GRADE BD FIKQX 16500 16089 BSJL 2021 HY 4042 4037 BSCP 2025 CB 6156 6194 BSCO 2024 CB 6110 6135 BSJM 2022 HY 7097 6728 DFS 3412 4570 HD 2136 2774 MCD 1887 2175 PNC 3072 4142 SBUX 2558 3431 VTRS 122 151 V 2686 3155 EXPENSES INVESTMENT ADVISORY FEES 1651 826 BANK CHARGES 79 39 990-PF INC TAX PAID 152