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NewIncreasedMaintainedDecreasedLiquidated
013270
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Elm Advisors, Llc03-31-2021Etf16,615Decreased-22.950.641,032,000.00-23.8462.11Form 13
Boltwood Capital Management03-31-2021Calif Mun Bd Etf61,109Increased0.221.693,796,000.00-0.9162.12Form 13
Weaver Consulting Group03-31-2021Calif Mun Bd Etf8,713Decreased-6.630.33541,000.00-7.6862.09Form 13
Parcion Private Wealth Llc03-31-2021Calif Mun Bd Etf43,481Decreased-1.560.312,701,000.00-2.6762.12Form 13
Winfield Associates, Inc.03-31-2021Etf14,150Increased5.990.36879,000.004.7762.12Form 13
Perkins Coie Trust Co03-31-2021Fixed Income - Tax Exempt Etf9,000Maintained0.000.02559,000.00-1.0662.11Form 13
Hbw Advisory Services Llc03-31-2021Calif Mun Bd Etf5,162Increased0.020.09321,000.00-0.9362.19Form 13
Carl P. Sherr & Co., Llc03-31-2021Calif Mun Bd Etf12,223Increased5.570.57759,000.004.4062.10Form 13
Westside Investment Management, Inc.03-31-2021Com2,728Increased22.440.45169,000.0021.5861.95Form 13
Global Retirement Partners, Llc03-31-2021Calif Mun Bd Etf1,905Decreased-13.330.01118,000.00-14.4961.94Form 13
Mcnaughton Wealth Management, Llc03-31-2021Calif Mun Bd Etf14,124Increased11.110.67877,000.009.7662.09Form 13
Traverso Chambers Private Wealth Management, Llc03-31-2021Calif Mun Bd Etf20,367Increased0.250.431,265,000.00-0.9462.11Form 13
Apella Capital, Llc03-31-2021Calif Mun Bd Etf13,318Decreased-0.520.26827,000.00-1.6662.10Form 13
Next Financial Group, Inc03-31-2021Calif Mun Bd Etf1,220Maintained0.000.0176,000.00-1.3062.30Form 13
Columbia Trust Co 0101201603-31-2021Calif Mun Bd Etf6,900Increased7.810.27428,000.006.4762.03Form 13
Eagle Ridge Investment Management03-31-2021Calif Mun Bd Etf7,172Increased35.730.05446,000.0034.3462.19Form 13
Adviceperiod, Llc03-31-2021Calif Mun Bd Etf110,999Increased6.590.507,000.00-99.890.06Form 13
Omega Financial Group, Llc03-31-2021Calif Mun Bd Etf54,769Increased2.011.733,402,000.000.8662.12Form 13
Affinity Capital Advisors, Llc03-31-2021Calif Mun Bd Etf8,110Increased4.200.18504,000.003.0762.15Form 13
Private Ocean, Llc03-31-2021Etf769Decreased-0.130.0148,000.000.0062.42Form 13
Gemmer Asset Management Llc03-31-2021Cali Amt-fre Etf1,058Decreased-8.000.0166,000.00-8.3362.38Form 13
Falcon Wealth Planning03-31-2021Calif Mun Bd Etf11,050Increased7.790.34686,000.006.5262.08Form 13