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NewIncreasedMaintainedDecreasedLiquidated
43742322
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Truehand, Inc03-31-2021Miscellaneous2,320Decreased-6.640.47766,000.0032.07330.17Form 13
Carroll Financial Associates, Inc.03-31-2021Etf987Increased14.370.02325,000.0023.57329.28Form 13
Lowe Wealth Advisors, Llc03-31-2021Etf36Maintained0.000.0112,000.009.09333.33Form 13
Weaver Consulting Group03-31-2021Ut Ser 11,519Maintained0.000.31502,000.007.96330.48Form 13
Sowa Financial Group, Inc.03-31-2021Ut Ser 1664Decreased-17.310.15219,000.00-10.98329.82Form 13
Orrstown Financial Services Inc03-31-2021Exchange Traded Fund1,558Decreased-3.410.73516,000.004.67331.19Form 13
Churchill Management Corp03-31-2021Com534,521Decreased-1.822.90176,488,000.006.01330.18Form 13
Deane Retirement Strategies, Inc.03-31-2021Com50Maintained0.000.0117,000.0013.33340.00Form 13
Murphy, Middleton, Hinkle & Parker, Inc.03-31-2021Ut Ser 13,798Maintained0.000.731,254,000.008.01330.17Form 13
Larson Financial Group Llc03-31-2021Ut Ser 1210Maintained0.000.0264,000.000.00304.76Form 13
John W. Brooker & Co., Cpas03-31-2021Ut Ser 1910Maintained0.000.19301,000.008.27330.77Form 13
Nbt Bank N A /ny03-31-2021Com4,619Decreased-0.320.221,525,000.007.62660.19Form 13
First National Bank Sioux Falls03-31-2021Exchange Traded Fund705Maintained0.000.41233,000.007.87330.50Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)03-31-2021Com5,217Increased1.500.451,723,000.009.61330.27Form 13
Carnegie Capital Asset Management, Llc03-31-2021Ut Ser 11,608Decreased-1.830.02531,000.005.99330.22Form 13
Carlson Capital Management03-31-2021Ut Ser 1663Maintained0.000.04219,000.006.31330.32Form 13
Cordasco Financial Network03-31-2021Ut Ser 115Maintained0.000.005,000.000.00333.33Form 13
Grassi Investment Management03-31-2021Com1,413Increased0.070.05467,000.008.10330.50Form 13
Domani Wealth, Llc03-31-2021Ut Ser 11,158Decreased-2.930.07382,000.004.66329.88Form 13
First Premier Bank03-31-2021Ut Ser 12,800Maintained0.000.32924,000.007.82660.00Form 13
Regal Wealth Group, Inc.03-31-2021Ut Ser 127Maintained0.000.019,000.0012.50333.33Form 13
Legacy Advisors, Llc03-31-2021Ut Ser 12,445Maintained0.000.36807,000.007.89330.06Form 13
Trilogy Capital Inc.03-31-2021Ut Ser 163,608New!0.001.6121,002,000.000.00330.18Form 13
Valeo Financial Advisors, Llc03-31-2021Etf526Increased143.520.01174,000.00163.64330.80Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund263Decreased-9.930.0287,000.00-3.33330.80Form 13
Integer Wealth Advisors Group Llc03-31-2021Ut Ser 12,180Decreased-8.290.40737,000.000.55338.07Form 13
Veracity Capital Llc03-31-2021Ut Ser 143,846Maintained0.000.0244,000.000.001.00Form 13
Oak Harvest Investment Services03-31-2021Ut Ser 115,156Increased11.361.915,004,000.0020.23330.17Form 13
Prosperity Planning, Inc.03-31-2021Ut Ser 1770Maintained0.000.18254,000.008.09329.87Form 13
Huntington National Bank03-31-2021Exchange Traded5,541Decreased-7.400.021,829,000.00-0.05660.09Form 13
Bft Financial Group, Llc03-31-2021Ut Ser 13,458Increased0.410.321,142,000.008.45330.25Form 13
Arvest Bank Trust Division03-31-2021Ut Ser 19,096Decreased-71.030.173,003,000.00-68.73663.47Form 13
Gofen & Glossberg Llc /il/03-31-2021Com1,069Increased0.190.01353,000.008.28330.22Form 13
Community Trust & Investment Co03-31-2021Mutual Funds/eq3,900Maintained0.000.131,288,000.007.96330.26Form 13
Welch & Forbes Llc03-31-2021Ut Ser 11,040Maintained0.000.01343,000.007.86329.81Form 13
First Citizens Bank & Trust Co03-31-2021Ut Ser 1731Decreased-30.380.01241,000.00-24.92329.69Form 13
Farmers & Merchants Investments Inc03-31-2021Ut Ser 1150Decreased-66.670.0050,000.00-63.77333.33Form 13
Country Club Trust Company, N.a.03-31-2021Ut Ser 13,590Maintained0.000.121,188,000.008.79661.86Form 13
Advisornet Financial, Inc03-31-2021Etf12,407Increased69.120.294,096,000.0082.61330.14Form 13
Clear Street Markets Llc03-31-2021Ut Ser 120,500Increased440.040.746,769,000.0066.44330.20Form 13
First Bank & Trust03-31-2021Etf-domestic Stock474Maintained0.000.08157,000.008.28331.22Form 13
Farmers & Merchants Trust Co Of Chambersburg Pa03-31-2021Ut Ser 1270Maintained0.000.0789,000.007.23329.63Form 13
Global Trust Asset Management, Llc03-31-2021Ut Ser 11,180Maintained0.000.21390,000.008.03330.51Form 13
Sound Income Strategies, Llc03-31-2021Ut Ser 192Increased76.920.0130,222,000.00188,787.50328,500.00Form 13
Johnson Midwest Financial, Llc03-31-2021Ut Ser 1252Decreased-3.820.0983,000.003.75329.37Form 13
Global Retirement Partners, Llc03-31-2021Ut Ser 112,137Increased1147.380.08719,000.00141.28331.67Form 13
Bay Rivers Group03-31-2021Ut Ser 111,825Increased12.133.033,904,000.0021.05330.15Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open60Maintained0.000.0120,000.0011.11333.33Form 13
Investors Financial Group, Llc03-31-2021Ut Ser 13,498Increased2.940.681,155,000.0011.16330.19Form 13
Secure Asset Management, Llc03-31-2021Ut Ser 13,940Maintained0.000.721,301,000.000.00330.20Form 13
Centennial Wealth Advisory Llc03-31-2021Ut Ser 11,885Increased58.010.41622,000.0070.41329.97Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Equity Mutual F1,600Maintained0.000.01528,000.007.98330.00Form 13
Rothschild Investment Corp /il03-31-2021Com1,402Decreased-18.010.04463,000.00-11.47330.24Form 13
Optimum Investment Advisors03-31-2021Ut Ser 1120Maintained0.000.0140,000.008.11333.33Form 13
Iowa State Bank03-31-2021Com14,870Maintained0.001.484,910,000.007.98330.20Form 13
Burt Wealth Advisors03-31-2021Ut Ser 10Liquidated!-100.000.000.000.000.00Form 13
Crescent Capital Consulting, Llc03-31-2021Exchange Traded Fund14,884Increased0.191.064,914,000.008.193,932.00Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open1,855Increased62.580.18612,000.0075.36329.92Form 13
Traverso Chambers Private Wealth Management, Llc03-31-2021Ut Ser 11,059Increased0.280.12350,000.008.36330.50Form 13
Atticus Wealth Management, Llc03-31-2021Ut Ser 1267Increased3.490.0488,000.0011.39329.59Form 13
Wolff Wiese Magana Llc03-31-2021Ut Ser 115Maintained0.000.005,000.000.00333.33Form 13
Cmg Global Holdings, Llc03-31-2021Ut Ser 11,800New!0.000.52594,000.000.00330.00Form 13
Wealth Management Partners, Llc03-31-2021Ut Ser 13,295Decreased-8.190.821,102,000.00-0.72334.45Form 13
First Financial Corp /in/03-31-2021Etf Equity2,346Increased0.730.54775,000.008.85330.35Form 13
City Holding Co03-31-2021Mutual Funds-large Cap700Maintained0.000.04231,000.007.94330.00Form 13
Arkansas Financial Group, Inc.03-31-2021Ut Ser 1222,043Decreased-2.079.9973,314,000.005.74330.18Form 13
First Midwest Bank Trust Division03-31-2021Ut Ser 1622New!0.000.03205,000.000.00329.58Form 13
Burns J W & Co Inc/ny03-31-2021Com1,499Decreased-0.330.08495,000.007.61330.22Form 13
Trust Co Of Vermont03-31-2021Com10Maintained0.000.003,000.000.00300.00Form 13
Country Trust Bank03-31-2021Etf - Equity100Maintained0.000.0033,000.006.45330.00Form 13
Motco03-31-2021Com3,703Decreased-3.090.091,223,000.004.71330.27Form 13
Vigilant Capital Management, Llc03-31-2021Common Stock1,995Maintained0.000.06659,000.000.00330.33Form 13
Harbor Investment Advisory, Llc03-31-2021Etf403Increased0.250.02133,000.008.13330.02Form 13
Hanlon Investment Management, Inc.03-31-2021Ut Ser 1628New!0.000.05207,000.000.00329.62Form 13
Next Financial Group, Inc03-31-2021Ut Ser 16,825Increased3.220.202,254,000.0011.47662.19Form 13
Fort Pitt Capital Group, Llc03-31-2021Ut Ser 11,000Maintained0.000.01330,000.007.84330.00Form 13
Bogart Wealth, Llc03-31-2021Etf50Maintained0.000.0017,000.0013.33340.00Form 13
Stewardship Financial Advisors, Llc03-31-2021Ut Ser 1610Decreased-10.290.07201,000.00-3.37329.51Form 13
Cra Financial Services, Llc03-31-2021Ut Ser 12,127Increased6.400.27702,000.0014.89330.04Form 13
Tennessee Valley Asset Management Partners03-31-2021Ut Ser 12,450Increased25.900.20809,000.0035.97330.20Form 13
Appleton Partners Inc/ma03-31-2021Cs680Increased1.490.02225,000.009.76330.88Form 13
Pinnacle Financial Partners Inc03-31-2021Ut Ser 140,789Decreased-0.160.5813,002,000.008.78635.98Form 13
Wbh Advisory Inc03-31-2021Ut Ser 11,956Increased2.730.10646,000.008.75330.27Form 13
North Star Investment Management Corp.03-31-2021Etf605Maintained0.000.02200,000.008.11330.58Form 13
Aull & Monroe Investment Management Corp03-31-2021Ut Ser 13,615Decreased-1.900.581,193,000.005.86330.01Form 13
Bartlett & Co. Llc03-31-2021Etf260Maintained0.000.0086,000.007.50330.77Form 13
Capital Wealth Planning, Llc03-31-2021Ut Ser 119,759Increased25.370.216,524,000.0033.55330.18Form 13
Compass Ion Advisors, Llc03-31-2021Ut Ser 12,316Increased0.430.31765,000.008.51330.31Form 13
Rfg Advisory, Llc03-31-2021Ut Ser 12,737Increased32.930.10904,000.0041.25330.29Form 13
Sugarloaf Wealth Management, Llc03-31-2021Ut Ser 19,328Maintained0.000.923,080,000.007.99330.19Form 13
Consolidated Capital Management, Llc03-31-2021Ut Ser 11,916Decreased-12.950.32633,000.00-5.94330.38Form 13
Ifg Advisory, Llc03-31-2021Mf Closed And Mf Open25,554Increased1.731.058,437,000.009.84330.16Form 13
Landsberg, Bennett, & Dubbaneh Llc03-31-2021Ut Ser 11,616Decreased-1.640.08535,000.006.57331.06Form 13
Aurora Private Wealth, Inc.03-31-2021Ut Ser 12,230Increased25.420.31736,000.0035.29330.04Form 13
International Assets Investment Management, Llc03-31-2021Ut Ser 116,856Increased96.730.495,357,000.00104.47636.03Form 13
Kesler, Norman & Wride, Llc03-31-2021Ut Ser 13,134Increased0.220.261,035,000.008.26330.25Form 13
Creative Financial Designs Inc /adv03-31-2021Etf22Decreased-4.350.007,000.000.00318.18Form 13
Central Bank & Trust Co03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
First United Bank Trust/03-31-2021Exchange Traded Index Funds1,167Decreased-10.300.16385,000.00-3.27329.91Form 13
Pacific Financial Group Inc03-31-2021Ut Ser 13,028Decreased-3.900.811,000,000.003.73330.25Form 13
Busey Wealth Management03-31-2021Etf-equity1,152Decreased-8.430.02380,000.00-1.30329.86Form 13
Northwest Investment Counselors, Llc03-31-2021Ut Ser 1200Maintained0.000.0266,000.000.00330.00Form 13
Berkshire Money Management, Inc.03-31-2021Ut Ser 1216,008Decreased-0.659.9971,321,000.007.27330.18Form 13
Piershale Financial Group, Inc.03-31-2021Ut Ser 163,638Decreased-28.039.0921,012,000.00-22.29330.18Form 13
Telemus Capital, Llc03-31-2021Ut Ser 11,730Maintained0.000.04580,000.009.64335.26Form 13
Private Ocean, Llc03-31-2021Etf312Increased0.320.02103,000.008.42330.13Form 13
Intersect Capital Llc03-31-2021Ut Ser 12,071Decreased-3.720.14684,000.003.95330.28Form 13
V Wealth Advisors Llc03-31-2021Ut Ser 13,215Increased0.160.201,062,000.008.15660.85Form 13
First Command Bank03-31-2021Ut Ser 1200Maintained0.009.9966,000.008.20330.00Form 13
First Command Financial Services, Inc.03-31-2021Ut Ser 1200Maintained0.000.0166,000.008.20330.00Form 13
Successful Portfolios Llc03-31-2021Ut Ser 11,039Maintained0.000.23343,000.007.86330.13Form 13
Evolution Wealth Advisors, Llc03-31-2021Ut Ser 1461Maintained0.000.03152,000.007.80329.72Form 13
Fortem Financial Group, Llc03-31-2021Ut Ser 1653Increased8.470.13216,000.0017.39330.78Form 13
Great Valley Advisor Group, Inc.03-31-2021Ut Ser 16,610Increased24.690.212,182,000.0034.61330.11Form 13
Marshall Financial Group Llc03-31-2021Ut Ser 1767Decreased-28.120.15253,000.00-27.09329.86Form 13
Foster Group, Inc.03-31-2021Ut Ser 115,500Increased10.710.795,118,000.0020.25330.19Form 13
Toth Financial Advisory Corp03-31-2021Ut Ser 110Maintained0.000.003,000.000.00300.00Form 13