Barclays Bk Plc

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Barclays Bk Plc

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NewIncreasedMaintainedDecreasedLiquidated
10131264
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Santori & Peters, Inc.12-31-2020Ipath Shilr Cape14,868Increased3.721.502,667,000.0019.28179.38Form 13
Ellis Investment Partners, Llc12-31-2020Ipath Shilr Cape55Increased120.000.0010,000.00233.33181.82Form 13
Capital Investment Advisors, Llc12-31-2020Ipath Shilr Cape4,536Decreased-0.310.03808,000.0013.80178.13Form 13
Avantax Advisory Services, Inc.12-31-2020Ipath Shilr Cape3,096Maintained0.000.01551,000.0014.08177.97Form 13
David R. Rahn & Associates Inc.12-31-2020Ipath Shilr Cape1,450Maintained0.000.24258,000.0014.16177.93Form 13
International Assets Investment Management, Llc12-31-2020Ipath Shilr Cape14,302Decreased-1.480.452,473,630,000.00112,235.60172,956.93Form 13
Ifp Advisors, Inc12-31-2020Stock0Decreased-100.000.000.00-100.000.00Form 13
Cwm, Llc12-31-2020Ipath Shilr Cape229Maintained0.000.0041,000.0013.89179.04Form 13
Accel Wealth Management12-31-2020Ipath Shiller Cape Etn16,577New!0.002.752,952,000.000.00178.08Form 13
Envestnet Asset Management Inc12-31-2020Ipath Shilr Cape7,393Increased305.540.001,317,000.00363.73178.14Form 13
Parallel Advisors, Llc12-31-2020Etf20New!0.000.004,000.000.00200.00Form 13
Sugarloaf Wealth Management, Llc12-31-2020Ipath Shilr Cape1,010Maintained0.000.06180,000.0013.92178.22Form 13
Future Financial Wealth Managment Llc12-31-2020Etf1,150New!0.000.02205,000.000.00178.26Form 13
Stonex Group Inc.12-31-2020Ipath Shilr Cape5,305Increased8.290.00945,000.0023.69178.13Form 13
Advisornet Financial, Inc12-31-2020Etf0Liquidated!-100.000.000.000.000.00Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Ipath Shilr Cape34,897New!0.009.996,215,000.000.00178.10Form 13
Orion Portfolio Solutions, Llc12-31-2020Ipath Shilr Cape0Liquidated!-100.000.000.000.000.00Form 13
Orion Portfolio Solutions, Llc12-31-2020Ipath Shilr Cape0Liquidated!-100.000.000.000.000.00Form 13
Next Financial Group, Inc12-31-2020Ipath Shilr Cape96Maintained0.000.0017,000.0013.33177.08Form 13
Evensky & Katz Llc12-31-2020Com3,575Maintained0.000.08637,000.0014.16178.18Form 13
Cibc World Markets Inc.12-31-2020Ipath Shilr4,427Increased8.880.00788,000.0024.29178.00Form 13
Arete Wealth Advisors, Llc12-31-2020Ipath Shilr Cape1,635Increased5.890.04291,000.0020.75177.98Form 13
Advisory Services Network, Llc12-31-2020Etf311Maintained0.000.0055,000.0012.24176.85Form 13
Hightower Advisors, Llc12-31-2020Ipath Shilr Cape11,070Maintained0.000.011,972,000.0014.39178.14Form 13
Financial Enhancement Group Llc12-31-2020Ipath Shilr Cape4,256Increased0.140.16758,000.0014.33178.10Form 13
Advisor Group Holdings, Inc.12-31-2020Ipath Shilr Cape4,976Increased3.260.00887,000.0018.11889.95Form 13
Western Wealth Management, Llc12-31-2020Ipath Shilr Cape4,052Maintained0.000.11722,000.0014.24178.18Form 13
Argent Trust Co12-31-2020Etf-equity21,200Decreased-3.940.293,775,000.0020.53356.09Form 13
Armor Investment Advisors, Llc12-31-2020Ipath Shilr Cape1,656Decreased-1.190.21295,000.0013.03178.14Form 13
Heritage Trust Co12-31-2020Etf-equity57,355Increased2.121.6510,215,000.0028.17356.24Form 13
Commonwealth Equity Services, Llc12-31-2020Ipath Shilr Cape5,916Increased1.420.001,053,000.0015.84177.99Form 13
Valley National Advisers Inc12-31-2020Ipath Shilr Cape33New!0.000.006,000.000.00181.82Form 13
Brown Advisory Inc12-31-2020Ipath Shilr Cape2,700New!0.000.00481,000.000.00178.15Form 13
Ancora Advisors, Llc12-31-2020Indx Fd450Maintained0.000.0080,000.0014.29177.78Form 13
Wealthcare Advisory Partners Llc12-31-2020Common2,560New!0.000.04456,000.000.00178.12Form 13
Waddell & Associates, Llc12-31-2020Ipath Shilr Cape240,280Increased3.419.7942,792,000.0029.77178.09Form 13
Mml Investors Services, Llc12-31-2020Ipath Shilr Cape5,210Increased39.680.01928,000.0075.43178.12Form 13
Ameriprise Financial Inc12-31-2020Com4,811Maintained0.000.00857,000.000.00178.13Form 13
Bank Of Montreal /can/12-31-2020Ipath Shilr Cape481Maintained0.000.0086,000.0014.67178.79Form 13
Royal Bank Of Canada12-31-2020Ipath Shilr Cape21,208Increased7.210.003,777,000.0022.39717.69Form 13
Wealthshield Partners, Llc12-31-2020Ipath Shilr Cape3,315Decreased-14.540.11590,000.00-2.48177.98Form 13
Morgan Stanley12-31-2020Ipath Shilr Cape284New!0.000.0051,000.000.00179.58Form 13
Prestige Wealth Management Group Llc12-31-2020Ipath Shilr Cape0Liquidated!-100.000.000.000.000.00Form 13
Retirement Group, Llc12-31-2020Ipath Shilr Cape188New!0.000.0233,000.000.00175.53Form 13
Bridge Advisory, Llc12-31-2020Ipath Shilr Cape25,331New!0.002.134,511,000.000.00178.08Form 13