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NewIncreasedMaintainedDecreasedLiquidated
475153
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Eisneramper Wealth Management Corporate Benefits, Llc03-31-2021Etf444,211Increased1.447.4713,837,000.0018.7931.15Form 13
Carroll Financial Associates, Inc.03-31-2021Etf173Maintained0.000.005,000.0025.0028.90Form 13
Sowa Financial Group, Inc.03-31-2021Us Smallcap Divd0Liquidated!-100.000.000.000.000.00Form 13
F&v Capital Management, Llc03-31-2021Us Smallcap Divd6,625New!0.000.08206,000.000.0031.09Form 13
Larson Financial Group Llc03-31-2021Us Smallcap Divd849Maintained0.000.0123,000.000.0027.09Form 13
John W. Brooker & Co., Cpas03-31-2021Us Smallcap Divd7,966Decreased-22.630.15248,000.00-9.4931.13Form 13
Parcion Private Wealth Llc03-31-2021Us Smallcap Divd140,100Maintained0.000.494,364,000.0017.0931.15Form 13
Nbt Bank N A /ny03-31-2021Com19,461Decreased-10.380.08606,000.004.8462.26Form 13
Trilogy Capital Inc.03-31-2021Us Smallcap Divd8,593New!0.000.02268,000.000.0031.19Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund1,065Increased146.530.0133,000.00175.0030.99Form 13
Huntington National Bank03-31-2021Exchange Traded376,998Increased22.990.1411,744,000.0044.0393.78Form 13
Cardan Capital Partners, Llc03-31-2021Us Smallcap Divd52,079Decreased-75.450.191,622,000.00-71.2531.14Form 13
Advisornet Financial, Inc03-31-2021Etf4,745Increased0.170.01148,000.0017.4631.19Form 13
Plimoth Trust Co Llc03-31-2021Com17,645Decreased-0.340.17549,000.0016.5661.55Form 13
Global Retirement Partners, Llc03-31-2021Us Smallcap Divd2,893Decreased-15.190.0190,000.00-1.1031.11Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open237Maintained0.000.007,000.0016.6729.54Form 13
Optimum Investment Advisors03-31-2021Us Smallcap Divd8,514Decreased-0.580.08265,000.0016.2331.13Form 13
Signature Estate & Investment Advisors Llc03-31-2021Us Smallcap Divd135,784Decreased-10.400.204,230,000.004.9162.30Form 13
Inspirion Wealth Advisors, Llc03-31-2021Us Smallcap Divd53,107Decreased-0.140.441,654,000.0016.8931.14Form 13
Trust Co Of Vermont03-31-2021Com2,639Decreased-2.760.0182,000.0012.3360.78Form 13
Harbor Investment Advisory, Llc03-31-2021Etf13,481Increased12.520.06420,000.0031.6631.15Form 13
Accredited Investors Inc.03-31-2021Us Smallcap Divd7,229New!0.000.03225,000.000.0031.12Form 13
Next Financial Group, Inc03-31-2021Us Smallcap Divd8,174Decreased-15.480.02255,000.00-0.7831.20Form 13
Arlington Partners Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Moller Financial Services03-31-2021Us Smallcap Divd6,816Decreased-20.140.07212,000.00-6.6131.10Form 13
Brightworth03-31-2021Us Smallcap Divd156,222Increased8.650.454,866,000.0027.2231.15Form 13
Ifg Advisory, Llc03-31-2021Mf Closed And Mf Open12,584Decreased-4.120.05391,000.0012.0331.07Form 13
Wambolt & Associates, Llc03-31-2021Us Smallcap Divd18,827Increased73.500.31593,000.00105.1931.50Form 13
Private Ocean, Llc03-31-2021Etf1,626Maintained0.000.0151,000.0018.6031.37Form 13
First Command Bank03-31-2021Us Smallcap Divd3,300Decreased-34.009.99103,000.00-22.5631.21Form 13
First Command Financial Services, Inc.03-31-2021Us Smallcap Divd3,300Decreased-34.000.02103,000.00-22.5631.21Form 13
Fortem Financial Group, Llc03-31-2021Us Smallcap Divd0Liquidated!-100.000.000.000.000.00Form 13
Financial Planning & Information Services, Inc.03-31-2021Us Smallcap Divd113,119Decreased-10.341.083,524,000.005.0131.15Form 13
Piscataqua Savings Bank03-31-2021Etf - Equities258New!0.000.018,000.000.0031.01Form 13