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NewIncreasedMaintainedDecreasedLiquidated
2235116
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Degreen Capital Management Llc12-31-2020Unit Ser I100,630Increased94.612.586,618,000.0013.9165.77Form 13
Bellecapital International Ltd.12-31-2020Chinadiv Ex Fi12,376Increased78.900.27814,000.004.7665.77Form 13
Cantor Fitzgerald Investment Adviser L.p.12-31-2020Chinadiv Ex Fi102,302Increased81.900.966,728,000.0024.6665.77Form 13
Patriot Financial Group Insurance Agency, Llc12-31-2020Etf92Increased100.000.006,000.0020.0065.22Form 13
Procyon Private Wealth Partners, Llc12-31-2020Etf10,885Increased105.110.35716,000.0020.1365.78Form 13
Ogorek Anthony Joseph /ny/ /adv12-31-2020Wisdomtree China Ex-state-owd Entpr Etf117,566New!0.004.147,732,000.000.0065.77Form 13
Nwam Llc12-31-2020Chinadiv Ex Fi8,074New!0.000.06531,000.000.0065.77Form 13
Independence Bank Of Kentucky12-31-2020Chinadiv Ex Fi160Increased100.000.0111,000.0022.2268.75Form 13
Ifp Advisors, Inc12-31-2020Cef529Increased72.880.0034,000.000.0064.27Form 13
Jjj Advisors Inc.12-31-2020Chinadiv Ex Fi28Increased100.000.002,000.000.0071.43Form 13
B, B, H, & B Inc.12-31-2020Chinadiv Ex Fi18,470New!0.001.051,214,000.000.0065.73Form 13
Cwm, Llc12-31-2020Chinadiv Ex Fi30Increased100.000.002,000.000.0066.67Form 13
Accel Wealth Management12-31-2020Chinadiv Ex Fi Etf4,050New!0.000.25266,000.000.0065.68Form 13
Whittier Trust Co12-31-2020Non-us Equity (emerging)910Increased100.000.0060,000.0017.6565.93Form 13
Whittier Trust Co Of Nevada Inc12-31-2020Non-us Equity (emerging)980Increased100.000.0064,000.0016.3665.31Form 13
First Heartland Consultants, Inc.12-31-2020Chinadiv Ex Fi121,501New!0.001.337,991,000.000.0065.77Form 13
Creative Planning12-31-2020Chinadiv Ex Fi30,764Increased162.090.002,023,000.0053.3765.76Form 13
Stratos Wealth Partners, Ltd.12-31-2020Chinadiv Ex Fi8,847Increased96.470.02582,000.0015.0265.79Form 13
Envestnet Asset Management Inc12-31-2020Chinadiv Ex Fi88,367Increased123.800.005,812,000.0030.9965.77Form 13
Baker Tilly Financial, Llc12-31-2020Chinadiv Ex Fi11,322New!0.000.23745,000.000.0065.80Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Tr Chinadiv Ex Fi0Liquidated!-100.000.000.000.000.00Form 13
Blackrock Inc.12-31-2020Chinadiv Ex Fi46Increased100.000.003,000.000.0065.22Form 13
Koshinski Asset Management, Inc.12-31-2020Chinadiv Ex Fi0Liquidated!-100.000.000.000.000.00Form 13
Beaumont Financial Partners, Llc12-31-2020China Div Ex Fin24,565Increased39.720.141,616,000.00-18.2265.78Form 13
Migdal Insurance & Financial Holdings Ltd.12-31-2020Etp788,000Increased100.000.6151,827,000.0017.0565.77Form 13
Cibc World Markets Inc.12-31-2020Chinadiv Ex14,973Increased192.440.00985,000.00242.0165.79Form 13
Resource Management, Llc12-31-2020Com10,106New!0.000.09665,000.000.0065.80Form 13
Advisory Services Network, Llc12-31-2020Etf34Increased100.000.002,000.000.0058.82Form 13
Personal Cfo Solutions, Llc12-31-2020Chinadiv Ex Fi4,604Increased40.370.07303,000.00-3.8165.81Form 13
Arkadios Wealth Advisors12-31-2020Etf72New!0.000.004,000.000.0055.56Form 13
Beaumont Capital Management, Llc12-31-2020Chinadiv Ex Fi32,270New!0.002.122,122,000.000.0065.76Form 13
Wells Fargo & Company/mn12-31-2020Chinadiv Ex Fi28,670Increased477.560.001,886,000.00237.99131.57Form 13
Blair William & Co/il12-31-2020Chinadiv Ex Fi95New!0.000.006,000.000.0063.16Form 13
Merriman Wealth Management, Llc12-31-2020Chinadiv Ex Fi8,500New!0.000.06560,000.000.0065.88Form 13
Advisor Group Holdings, Inc.12-31-2020Chinadiv Ex Fi364,426Increased119.120.0623,993,000.0028.16462.31Form 13
Bank Of America Corp /de/12-31-2020Chinadiv E762,834Increased130.480.0150,172,000.0057.97197.29Form 13
Veritable, L.p.12-31-2020Chinadiv Ex Fi3,300New!0.000.00217,000.000.0065.76Form 13
Ubs Group Ag12-31-2020Chinadiv Ex Fi83,871Increased125.450.005,516,000.0031.9365.77Form 13
Kalos Management, Inc.12-31-2020Etf17,839Decreased-36.540.601,396,000.00-18.7478.26Form 13
Steward Partners Investment Advisory, Llc12-31-2020Exchange Traded Funds (country Baskets/ishares) - Domestic2,565New!0.000.00169,000.000.0065.89Form 13
Citigroup Inc12-31-2020Chinadiv Ex Fi200Increased100.000.0013,000.0018.1865.00Form 13
Bank Of Nova Scotia12-31-2020Chinadiv Ex Fi19,000New!0.000.001,245,000.000.0065.53Form 13
Tompkins Financial Corp12-31-2020Non-us Equity (emerging)0Liquidated!-100.000.000.000.000.00Form 13
Raymond James & Associates12-31-2020Chinadiv Ex Fi10,492Increased131.100.00690,000.0035.2965.76Form 13
Granite Investment Partners, Llc12-31-2020Chinadiv Ex Fi650New!0.000.0043,000.000.0066.15Form 13
Rockefeller Capital Management L.p.12-31-2020Chinadiv Ex Fi1,500New!0.000.0098,000.000.0065.33Form 13
Mml Investors Services, Llc12-31-2020Chinadiv Ex Fi28,155New!0.000.021,852,000.000.0065.78Form 13
Pnc Financial Services Group, Inc.12-31-2020Chinadiv Ex Fi318New!0.000.0021,000.000.0066.04Form 13
Stifel Financial Corp12-31-2020Chinadiv Ex Fi8,999New!0.000.00592,000.000.0065.79Form 13
Credit Suisse Ag/12-31-2020Chinadiv Ex Fi6,127New!0.000.00403,000.000.0065.77Form 13
Parametric Portfolio Associates Llc12-31-2020Etf72,441Increased105.700.004,764,000.0020.3665.76Form 13
Royal Bank Of Canada12-31-2020Chinadiv Ex Fi43,914Increased515.390.002,889,000.00260.22197.95Form 13
Evermay Wealth Management Llc12-31-2020Chinadiv Ex Fi66,895Increased109.570.974,400,000.0022.6765.77Form 13
White Pine Capital Llc12-31-2020Com5,540Increased102.560.13364,000.0018.5765.70Form 13
Citadel Advisors Llc12-31-2020Chinadiv Ex Fi0Liquidated!-100.000.000.000.000.00Form 13
Susquehanna International Group, Llp12-31-2020Chinadiv Ex Fi0Liquidated!-100.000.000.000.000.00Form 13
Fintrust Capital Advisors, Llc12-31-2020Chinadiv Ex Fi7,198Increased100.000.15473,000.0017.0865.71Form 13
Morgan Stanley12-31-2020Chinadiv Ex Fi249,654Increased151.450.0016,420,000.0072.35126.38Form 13
Old Mission Capital, Llc12-31-2020Etp6,389New!0.000.03420,000.000.0065.74Form 13
Cetera Advisor Networks Llc12-31-2020Chinadiv Ex Fi0Liquidated!-100.000.000.000.000.00Form 13
Jane Street Group, Llc12-31-2020Chinadiv Ex Fi151,099Increased508.610.009,938,000.00256.2065.77Form 13
Cetera Investment Advisers12-31-2020Chinadiv Ex Fi41,304New!0.000.052,717,000.000.0065.78Form 13
Iht Wealth Management, Llc12-31-2020Chinadiv Ex Fi5,928Increased173.430.03390,000.0059.8465.79Form 13
Fulcrum Equity Management12-31-2020Chinadiv Ex Fi5,901Increased11.510.15388,000.00-34.7965.75Form 13
Hsbc Holdings Plc12-31-2020Chinadiv Ex Fi525,059Maintained0.000.0534,533,000.000.00131.72Form 13