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NewIncreasedMaintainedDecreasedLiquidated
2283395120
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Pacer Advisors, Inc.03-31-2021Common Stock91,698Decreased-3.820.063,552,000.00-0.6238.74Form 13
Fulton Bank, N.a.03-31-2021Sponsored Adr63,617Decreased-4.000.122,464,000.00-0.8177.36Form 13
Carroll Financial Associates, Inc.03-31-2021Adr630Increased1135.290.0024,000.002,300.0038.10Form 13
Cordasco Financial Network03-31-2021Sponsored Adr294Maintained0.000.0111,000.000.0037.41Form 13
E&g Advisors, Lp03-31-2021Sponsored Adr0Liquidated!-100.000.000.000.000.00Form 13
Valeo Financial Advisors, Llc03-31-2021Adr6,490Decreased-21.480.01251,000.00-19.0338.67Form 13
Private Capital Group, Llc03-31-2021Common Stock2,964Decreased-66.500.03117,000.00-65.2839.47Form 13
Hohimer Wealth Management, Llc03-31-2021Sponsored Adr93,277Increased12.360.883,614,000.0016.1338.74Form 13
Huntington National Bank03-31-2021Common Stock-fo8,800Increased0.860.00341,000.004.2877.56Form 13
Keudell/morrison Wealth Management03-31-2021Sponsored Adr13,095Increased9.500.29507,000.0013.1738.72Form 13
Moody National Bank Trust Division03-31-2021Sponsored Adr42,639Increased0.700.041,651,000.003.9777.38Form 13
Gateway Investment Advisers Llc03-31-2021Sponsored Adr31,513Maintained0.000.011,221,000.003.3938.75Form 13
Farmers & Merchants Investments Inc03-31-2021Sponsored Adr167Decreased-7.730.006,000.00-14.2935.93Form 13
Advisornet Financial, Inc03-31-2021Adr49,413Increased0.700.141,914,000.004.0238.73Form 13
Clear Street Markets Llc03-31-2021Sponsored Adr10,600Decreased-22.630.05411,000.00-20.0438.77Form 13
Fdx Advisors, Inc.03-31-2021Sponsored Adr51,192Increased2481.540.071,983,000.00-96.1338.74Form 13
First Bank & Trust03-31-2021Foreign Equities52,385Increased6.671.022,029,000.0010.2177.44Form 13
Sound Income Strategies, Llc03-31-2021Sponsored Adr354Decreased-22.030.0013,714,000.0080,570.5938,740.11Form 13
Global Retirement Partners, Llc03-31-2021Sponsored Adr12,643Increased14.700.06490,000.0018.6438.76Form 13
Rba Wealth Management, Llc03-31-2021Sponsored Adr222New!0.000.018,600,000.000.0038,738.74Form 13
Tsfg, Llc03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Foreign Stock11,006Decreased-4.920.00426,000.00-1.8438.71Form 13
Optimum Investment Advisors03-31-2021Sponsored Adr1,055Maintained0.000.0141,000.002.5038.86Form 13
Valicenti Advisory Services Inc03-31-2021Com185,951Increased0.422.147,204,000.003.7738.74Form 13
Crossmark Global Holdings, Inc.03-31-2021Com38,589Increased2.810.041,495,000.006.2538.74Form 13
Crescent Capital Consulting, Llc03-31-2021American Depository Receipt2,864Increased10.880.02112,000.0016.67202.55Form 13
Gps Wealth Strategies Group, Llc03-31-2021Common Stock293New!0.000.0011,000.000.0037.54Form 13
City Holding Co03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Trust Co Of Vermont03-31-2021Com2,104Maintained0.000.0182,000.003.8038.97Form 13
Motco03-31-2021Com110Maintained0.000.004,000.000.0036.36Form 13
Next Financial Group, Inc03-31-2021Sponsored Adr374Decreased-17.620.0015,000.00-11.7640.54Form 13
Bogart Wealth, Llc03-31-2021Adr440Maintained0.000.0017,000.006.2538.64Form 13
Goodwin Daniel L03-31-2021Sponsored Adr10,000New!0.000.20390,000.000.0078.00Form 13
Hennessy Advisors Inc03-31-2021Sponsored Adr129,900New!0.000.295,032,000.000.0038.74Form 13
Sterling Investment Management, Inc.03-31-2021Sponsored Adr33,794New!0.000.901,309,000.000.0038.73Form 13
Bartlett & Co. Llc03-31-2021Adr0Liquidated!-100.000.000.000.000.00Form 13
Lvw Advisors, Llc03-31-2021Sponsored Adr20,065Increased17.450.15777,000.0021.4138.72Form 13
Riverview Trust Co03-31-2021Com400Maintained0.000.0215,000.000.0037.50Form 13
Sugarloaf Wealth Management, Llc03-31-2021Sponsored Adr111Increased1.830.004,000.000.0036.04Form 13
Ifg Advisory, Llc03-31-2021Common Stock14,702Increased50.530.07569,000.0055.4638.70Form 13
Weather Gauge Advisory, Llc03-31-2021Sponsored Adr14,243Decreased-7.270.65552,000.00-4.1738.76Form 13
Lantz Financial Llc03-31-2021Sponsored Adr5,718New!0.000.13222,000.000.0038.82Form 13
International Assets Investment Management, Llc03-31-2021Sponsored Adr2,715Maintained0.000.01102,000.000.0037.57Form 13
Galvin, Gaustad & Stein, Llc03-31-2021Sponsored Adr32,429Increased0.030.131,256,000.003.3738.73Form 13
Creative Financial Designs Inc /adv03-31-2021Adr296Maintained0.000.0011,000.000.0037.16Form 13
Lbmc Investment Advisors, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Gemmer Asset Management Llc03-31-2021Sponsored Adr127Maintained0.000.005,000.000.0039.37Form 13
Uncommon Cents Investing Llc03-31-2021Sponsored Adr24,620Increased178.320.41954,000.00187.3538.75Form 13
Evolution Wealth Advisors, Llc03-31-2021Sponsored Adr870Increased45.000.0134,000.0054.5539.08Form 13
Fortem Financial Group, Llc03-31-2021Sponsored Adr0Liquidated!-100.000.000.000.000.00Form 13
Gradient Investments Llc03-31-2021Sponsored Adr44Maintained0.000.002,000.000.0045.45Form 13
Elevated Capital Advisors, Llc03-31-2021Sponsored Adr23,063Decreased-0.320.35881,000.001.6138.20Form 13
Ellsworth Advisors, Llc03-31-2021Sponsored Adr29,299Increased32.889.991,135,000.0037.2438.74Form 13
Bokf, Na03-31-2021Sponsored Adr7,779Increased5.780.00302,000.009.4277.68Form 13
Cutler Capital Management, Llc03-31-2021Com2,667New!0.000.04103,000.000.0038.62Form 13
Private Advisor Group, Llc03-31-2021Sponsored Adr51,602Increased91.710.021,999,000.0098.1238.74Form 13
Venturi Wealth Management, Llc03-31-2021Sponsored Adr15,504Increased96.800.06601,000.0080.4838.76Form 13
Coastal Capital Group, Inc.03-31-2021Adr150Increased2.040.006,000.000.0040.00Form 13
Tradewinds Capital Management, Llc03-31-2021Sponsored Adr378Maintained0.000.0015,000.007.1439.68Form 13
Nwam Llc03-31-2021Sponsored Adr6,893Increased20.020.03267,000.0024.1938.73Form 13
Grove Bank & Trust03-31-2021Foreign Stock20,390Increased3.160.19790,000.006.6177.63Form 13
Cascade Investment Advisors, Inc.03-31-2021Sponsored Adr150New!0.003.785,811,000.000.0038,740.00Form 13
Parallel Advisors, Llc03-31-2021Adr2,673Increased11.240.00104,000.0015.5638.91Form 13
Fieldpoint Private Securities, Llc03-31-2021Adr3,486Increased96.620.03135,000.00104.5538.73Form 13
Centerpoint Advisors, Llc03-31-2021Sponsored Adr3,834Increased24.320.09149,000.0028.4538.86Form 13
Hhm Wealth Advisors, Llc03-31-2021Sponsored Adr1,893Maintained0.000.0273,000.002.8238.56Form 13
Mayflower Financial Advisors, Llc03-31-2021Sponsored Adr8,162Decreased-6.430.05316,000.00-3.3638.72Form 13
Central Trust Co03-31-2021Foreign Stock319Maintained0.000.4712,000.000.0037.62Form 13
Whittier Trust Co03-31-2021Non-us Equity (developed)1,680Decreased-51.450.0065,000.00-50.0038.69Form 13
Wedbush Securities Inc03-31-2021Com14,914Increased23.909.99578,000.0028.1638.76Form 13
Viking Fund Management Llc03-31-2021Sponsored Adr44,000Decreased-21.430.511,705,000.00-18.7738.75Form 13
Whittier Trust Co Of Nevada Inc03-31-2021Non-us Equity (developed)201Maintained0.000.008,000.000.0039.80Form 13
Simplex Trading, Llc03-31-2021Com35,296Increased26.260.001,367,000.0030.4438.73Form 13
Cutler Group Lp03-31-2021Call3,000Decreased-47.370.002,000.00100.001.44Form 13
Hudock, Inc.03-31-2021Sponsored Adr700Maintained0.000.0127,000.003.8538.57Form 13
Assenagon Asset Management S.a.03-31-2021Sponsored Adr145,865New!0.000.025,651,000.000.0038.74Form 13
Financial Management Professionals, Inc.03-31-2021Sponsored Adr158Increased132.350.006,000.00100.0037.97Form 13
Lenox Wealth Advisors, Llc03-31-2021Com64Decreased-50.000.002,000.00-60.0031.25Form 13
Archford Capital Strategies, Llc03-31-2021Adr0Liquidated!-100.000.000.000.000.00Form 13
Gwm Advisors Llc03-31-2021Common Stock6,651Increased18.350.01258,000.0022.2738.79Form 13
Icon Wealth Partners, Llc03-31-2021Adr6,421Increased8.330.03249,000.0012.1638.78Form 13
Shulman Demeo Asset Management Llc03-31-2021Sponsored Adr13,439Decreased-0.180.14521,000.003.1738.77Form 13
Arkadios Wealth Advisors03-31-2021Adr0Liquidated!-100.000.000.000.000.00Form 13
Forthright Wealth Management, Llc03-31-2021American Depository Receipts0Liquidated!-100.000.000.000.000.00Form 13
Rnc Capital Management Llc03-31-2021Com6,842Increased2.390.01265,000.005.5838.73Form 13
Woodard & Co Asset Management Group Inc /adv03-31-2021Sponsored Adr9,945Maintained0.000.24385,000.003.2238.71Form 13
Ledyard National Bank03-31-2021Com5,555New!0.000.02215,000.000.0038.70Form 13
Janney Montgomery Scott Llc03-31-2021Common Stock103,808Increased16.110.024,022,000.0019.9938.74Form 13
Waverton Investment Management Ltd03-31-2021Sponsored Adr97,080Decreased-8.510.163,761,000.00-5.4638.74Form 13
Usca Ria Llc03-31-2021Sponsored Adr156,663Increased5.920.406,069,000.009.4538.74Form 13
Cwm, Llc03-31-2021Sponsored Adr2,873Increased87.170.00111,000.0091.3838.64Form 13
United Asset Strategies, Inc.03-31-2021Sponsored Adr190,913Increased4.481.077,396,000.007.9738.74Form 13
Capital Investment Advisors, Llc03-31-2021Com5,395Decreased-2.120.01209,000.000.9738.74Form 13
Concorde Asset Management, Llc03-31-2021Sponsored Adr36,179New!0.000.811,402,000.000.0038.75Form 13
Clarius Group, Llc03-31-2021Sponsored Adr8,838Increased0.820.03342,000.003.9538.70Form 13
Rpg Investment Advisory, Llc03-31-2021Sponsored Adr0Liquidated!-100.000.000.000.000.00Form 13
Ae Wealth Management Llc03-31-2021Sponsored Adr25,223Decreased-6.400.01977,000.00-3.2738.73Form 13
Versant Capital Management, Inc03-31-2021Adr0Liquidated!-100.000.000.000.000.00Form 13
Savior Llc03-31-2021Adr183Maintained0.000.017,000.000.0038.25Form 13
Fisher Asset Management, Llc03-31-2021Com9,136Decreased-29.530.00354,000.00-27.1638.75Form 13
Meritage Portfolio Management03-31-2021Common88,012Decreased-8.020.233,410,000.00-4.9338.74Form 13
Duncker Streett & Co Inc03-31-2021Sponsored Adr1,951Increased1.880.0176,000.005.5638.95Form 13
Park Avenue Securities Llc03-31-2021Sponsored Adr22,350Increased11.100.00866,000.0014.8538.75Form 13
Hyman Charles D03-31-2021Sponsored Adr8,000Maintained0.000.02310,000.003.3338.75Form 13
Opus Capital Group, Llc03-31-2021Com6,025Maintained0.000.06233,000.003.1038.67Form 13
Sonora Investment Management, Llc03-31-2021Equities2,630Maintained0.000.01102,000.003.0338.78Form 13
Jjj Advisors Inc.03-31-2021Sponsored Adr1,081Decreased-17.920.0242,000.00-14.2938.85Form 13
Hikari Power Ltd03-31-2021Sponsored Adr23,650Maintained0.000.10916,000.003.2738.73Form 13
Probity Advisors, Inc.03-31-2021Sponsored Adr18,461Decreased-3.060.16715,000.003.9238.73Form 13
Front Row Advisors Llc03-31-2021Adr189Decreased-1.050.007,000.000.0037.04Form 13
Investors Research Corp03-31-2021Sponsored Adr11,834Maintained0.000.17458,000.003.1538.70Form 13
Lindbrook Capital, Llc03-31-2021Adr2,019Increased17.790.0278,000.0021.8838.63Form 13
Justinvest Llc03-31-2021Sponsored Adr8,315Decreased-7.320.05322,000.00-4.1738.73Form 13
Sound View Wealth Advisors Group, Llc03-31-2021Sponsored Adr9,099Decreased-9.730.08352,000.00-6.8838.69Form 13
Atlas Private Wealth Advisors03-31-2021Common Stock15Maintained0.000.001,000.000.0066.67Form 13
Us Bancorp \de\03-31-2021Common Stock56,660Increased35.380.002,195,000.0039.99116.06Form 13
Meeder Asset Management Inc03-31-2021Sponsored Adr766Increased1345.280.0030,000.001,400.0039.16Form 13
Davenport & Co Llc03-31-2021Sponsored Adr10,678Decreased-58.520.00414,000.00-57.1038.77Form 13
Comerica Bank03-31-2021Adr180,876Increased3.189.996,908,000.003.90150.26Form 13
Dearborn Partners Llc03-31-2021Com5,653Maintained0.000.01219,000.003.3038.74Form 13
Alphamark Advisors, Llc03-31-2021Com196Maintained0.000.008,000.0014.2940.82Form 13
Allworth Financial Lp03-31-2021Sponsored Adr267Maintained0.000.0010,000.000.0037.45Form 13
First Personal Financial Services03-31-2021Sponsored Adr210Maintained0.000.008,000.000.0038.10Form 13
Patriot Financial Group Insurance Agency, Llc03-31-2021Adr410Decreased-20.850.0016,000.00-15.7939.02Form 13
Pinnacle Wealth Planning Services, Inc.03-31-2021Adr11,534Increased18.390.12447,000.0022.4777.24Form 13
Ar Asset Management Inc03-31-2021Com49,863Increased137.860.581,932,000.00145.8038.75Form 13
Greenleaf Trust03-31-2021Sponsored Adr15,107Increased21.700.01585,000.0025.8138.72Form 13
Signaturefd, Llc03-31-2021Sponsored Adr17,755Increased18.190.03688,000.0022.2038.75Form 13
Creative Planning03-31-2021Sponsored Adr44,726Increased18.630.001,733,000.0022.6538.75Form 13
Oakworth Capital, Inc.03-31-2021Foreign Stock223Decreased-14.560.009,000.00-10.0040.36Form 13
Ifp Advisors, Inc03-31-2021Stock1,961Decreased-5.040.0076,000.00-2.5638.76Form 13
Wealthcare Advisory Partners Llc03-31-2021Common211New!0.000.008,000.000.0037.91Form 13
Key Financial Inc03-31-2021Sponsored Adr141Maintained0.000.005,000.000.0035.46Form 13
Rosenberg Matthew Hamilton03-31-2021Sponsored Adr2,150Decreased-7.450.0583,000.00-4.6038.60Form 13
Jones Financial Companies Lllp03-31-2021Spon Adr302Increased122.060.0012,000.00140.0039.74Form 13
Centaurus Financial, Inc.03-31-2021Sponsored Adr10,216Increased57.190.04396,000.0062.3038.76Form 13
Excalibur Management Corp03-31-2021Adr10,606Decreased-9.200.20411,000.00-6.1638.75Form 13
Raymond James Trust N.a.03-31-2021Foreign Stock/a43,205Increased3.610.061,674,000.007.1077.53Form 13
Meridian Investment Counsel Inc.03-31-2021Sponsored Adr37,037Increased15.970.551,435,000.0019.8838.75Form 13
Asset Dedication, Llc03-31-2021Equities850Increased325.000.0133,000.00371.4338.82Form 13
Sfmg, Llc03-31-2021Sponsored Adr21,503Increased10.760.10833,000.0014.4238.74Form 13
Pendal Group Ltd03-31-2021Sponsored Adr0Liquidated!-100.000.000.000.000.00Form 13
Moisand Fitzgerald Tamayo, Llc03-31-2021Sponsored Adr0Liquidated!-100.000.000.000.000.00Form 13
Avestar Capital, Llc03-31-2021Sponsored Adr12,105Increased110.520.10456,000.00111.1137.67Form 13
Mps Loria Financial Planners, Llc03-31-2021Sponsored Adr371Maintained0.000.0114,000.000.0037.74Form 13
Cnb Bank03-31-2021Sponsored Adr20,565Decreased-11.550.55797,000.00-8.6038.76Form 13
Costello Asset Management, Inc03-31-2021Sponsored Adr4,208Maintained0.000.11163,000.003.1638.74Form 13
Ellis Investment Partners, Llc03-31-2021Sponsored Adr100Increased1.010.004,000.000.0040.00Form 13
Envestnet Asset Management Inc03-31-2021Sponsored Adr1,469,439Increased15.840.0456,926,000.0019.7038.74Form 13
Retirement Group, Llc03-31-2021Sponsored Adr173Maintained0.000.007,000.0016.6740.46Form 13
Semmax Financial Advisors Inc.03-31-2021Sponsored Adr2,445Maintained0.000.0395,000.003.2638.85Form 13
Sage Rhino Capital Llc03-31-2021Sponsored Adr6,153Increased9.640.08238,000.0013.3338.68Form 13
Lloyd Advisory Services, Llc.03-31-2021Sponsored Adr4,968Decreased-3.500.10192,000.00-0.5238.65Form 13
Commonwealth Equity Services, Llc03-31-2021Sponsored Adr162,439Increased12.660.026,292,000.0016.4138.73Form 13
Commerce Bank03-31-2021Sponsored Adr7,625New!0.000.00295,000.000.0076.90Form 13
Natixis Advisors, L.p.03-31-2021Sponsored Adr712,173Increased8.800.1427,589,000.0012.4338.74Form 13
Avidian Wealth Solutions, Llc03-31-2021Sponsored Adr10,546Decreased-1.150.03409,000.002.2538.78Form 13
Todd Asset Management Llc03-31-2021Cs293,701Decreased-8.890.2711,379,000.00-5.8477.49Form 13
Baillie Gifford & Co03-31-2021Sponsored Adr218,797Decreased-0.200.008,476,000.003.11154.28Form 13
Alliancebernstein L.p.03-31-2021Sponsored Adr459,699Decreased-41.500.0117,809,000.00-39.5538.74Form 13
Sigma Planning Corp03-31-2021Adr10,741Decreased-8.770.01416,000.00-5.6738.73Form 13
Exencial Wealth Advisors, Llc03-31-2021Sponsored Adr0Liquidated!-100.000.000.000.000.00Form 13
Quantitative Systematic Strategies Llc03-31-2021Sponsored Adr5,850New!0.000.04227,000.000.0038.80Form 13
Cranbrook Wealth Management, Llc03-31-2021Sponsored Adr320New!0.000.0012,000.000.0037.50Form 13
Institutional & Family Asset Management, Llc03-31-2021Sponsored Adr36Maintained0.000.001,000.000.0027.78Form 13
Standard Life Aberdeen Plc03-31-2021Sponsored Adr7,938Decreased-12.400.00307,000.00-9.7138.67Form 13
Larson Financial Group Llc03-31-2021Sponsored Adr323Increased1.570.0013,000.008.3340.25Form 13
Altium Wealth Management Llc03-31-2021Sponsored Adr13,198Increased15.010.04511,000.0018.8438.72Form 13
Brandywine Oak Private Wealth Llc03-31-2021Sponsored Adr5,764New!0.000.03223,000.000.0038.69Form 13
Allred Capital Management, Llc03-31-2021Sponsored Adr1,662New!0.000.0364,386,000.000.0038,740.07Form 13
Abundance Wealth Counselors03-31-2021Sponsored Adr162New!0.000.006,000.000.0037.04Form 13
Thompson Siegel & Walmsley Llc03-31-2021Adr526Decreased-97.560.0020,000.00-97.5238.02Form 13
Clifford Swan Investment Counsel Llc03-31-2021Sponsored Adr8,922Maintained0.000.01346,000.003.5938.78Form 13
Webster Bank, N. A.03-31-2021Sponsored Adr70Maintained0.000.003,000.000.0042.86Form 13
Eagle Global Advisors Llc03-31-2021Sponsored Adr47,029Decreased-2.790.131,822,000.000.4438.74Form 13
Bnp Paribas Arbitrage, Sa03-31-2021Equity1Decreased-87.500.0039,000.00-87.0039,000.00Form 13
Advisors Asset Management, Inc.03-31-2021Sponsored Adr38,341Increased9.190.021,485,000.0012.8438.73Form 13
Blackrock Inc.03-31-2021Sponsored Adr2,445,002Decreased-1.270.0094,719,000.002.03194.96Form 13
Westchester Capital Management, Inc.03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Schafer Cullen Capital Management Inc03-31-2021Adr60,871Decreased-93.810.482,358,000.00-93.6038.74Form 13
Woodley Farra Manion Portfolio Management Inc03-31-2021Sponsored Adr21,243Decreased-11.160.07823,000.00-8.1538.74Form 13
Wrapmanager Inc03-31-2021Sponsored Adr16,126Decreased-13.090.17625,000.00-10.2038.76Form 13
Cullen Capital Management, Llc03-31-2021Adr1,063,893Increased1078.590.4541,215,000.001,117.9438.74Form 13
Boston Partners03-31-2021Sponsored Adr0Liquidated!-100.000.000.000.000.00Form 13
Boston Partners03-31-2021Sponsored Adr0Liquidated!-100.000.000.000.000.00Form 13
Atlas Capital Advisors Llc03-31-2021International Large Cap8,184Decreased-56.589.99317,048,000.00-55.1338,739.98Form 13
Hightower Advisors, Llc03-31-2021Sponsored Adr40,204Increased8.140.001,561,000.0012.1438.83Form 13
Holloway Wealth Management, Llc03-31-2021Sponsored Adr902Maintained0.000.0135,000.002.9438.80Form 13
Column Capital Advisors, Llc03-31-2021Adr141Maintained0.000.005,000.000.0035.46Form 13
Merriman Wealth Management, Llc03-31-2021Sponsored Adr6,000New!0.000.03232,000.000.0038.67Form 13
Checchi Capital Advisers, Llc03-31-2021Sponsored Adr15,797Increased6.510.06612,000.0010.0738.74Form 13
Covenant Partners, Llc03-31-2021Sponsored Adr18,145Increased67.440.28703,000.0073.1538.74Form 13
Dorsey & Whitney Trust Co Llc03-31-2021Sponsored Adr7,935Decreased-0.700.02307,000.002.33115.38Form 13
Cibc World Markets Inc.03-31-2021Sponsored Ad217,383Increased7.800.028,421,000.0011.3938.74Form 13
Advisorshares Investments Llc03-31-2021Adr3,477Increased10.030.02135,000.0014.4138.83Form 13
Morningstar Investment Services Llc03-31-2021Sponsored Adr164,920Increased23.600.086,343,000.0026.8138.46Form 13
Atria Investments Llc03-31-2021Sponsored Adr62,222Increased8.190.052,410,000.0011.7838.73Form 13
Samalin Investment Counsel, Llc03-31-2021Sponsored Adr0Liquidated!-100.000.000.000.000.00Form 13
Blackhawk Capital Partners Llc.03-31-2021Sponsored Adr0Liquidated!-100.000.000.000.000.00Form 13
First Horizon Advisors, Inc.03-31-2021Common Stock2,072Increased9.400.0179,000.0012.86113.71Form 13
Nelson, Van Denburg & Campbell Wealth Management Group, Llc03-31-2021Adr20New!0.000.000.000.000.00Form 13
Boston Private Wealth Llc03-31-2021Com5,722Maintained0.000.00221,000.000.0076.52Form 13
Kestra Private Wealth Services, Llc03-31-2021Sponsored Adr15,947Increased67.260.04618,000,000.0071.6738,753.37Form 13
Stuart Chaussee & Associates, Inc.03-31-2021Common41New!0.000.002,000.000.0048.78Form 13
Bergankdv Wealth Management, Llc03-31-2021Sponsored Adr594Increased177.570.0023,000.00187.5038.72Form 13
Jacobi Capital Management Llc03-31-2021Sponsored Adr432Decreased-1.820.0017,000.006.2539.35Form 13
Verdence Capital Advisors Llc03-31-2021Sponsored Adr25,761Increased4.670.17998,000.008.1338.74Form 13
Berman Capital Advisors, Llc03-31-2021Adr436Increased12.660.0016,000.0014.2936.70Form 13
Keystone Financial Group03-31-2021Common Stock12,414Increased4.460.09481,000.007.8538.75Form 13
Poehling Capital Management, Llc03-31-2021Sponsored Adr98,098Increased1.891.333,800,000.005.2638.74Form 13
Rockefeller Capital Management L.p.03-31-2021Sponsored Adr2,821Increased31.950.00108,000.0035.0071.83Form 13
Cedar Brook Financial Partners, Llc03-31-2021Sponsored Adr7,327Increased29.130.10284,000.0033.3338.76Form 13
Marcum Wealth, Llc03-31-2021Sponsored Adr12,089New!0.000.08468,000.000.0038.71Form 13
Synovus Financial Corp03-31-2021Sponsored Adr10,273Increased18.670.00400,000.0023.0877.94Form 13
First Horizon Corp03-31-2021Foreign Stock0Liquidated!-100.000.000.000.000.00Form 13