First Tr Morningstar Div Lea

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First Tr Morningstar Div Lea

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NewIncreasedMaintainedDecreasedLiquidated
11840
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Weaver Consulting Group03-31-2021Shs13,581Maintained0.000.27444,000.0010.4532.69Form 13
Old Port Advisors03-31-2021Shs9,409Decreased-4.080.12308,000.007.3232.73Form 13
Kmg Fiduciary Partners, Llc03-31-2021Shs73,142Decreased-5.010.472,393,000.005.5132.72Form 13
Teamwork Financial Advisors, Llc03-31-2021Shs8,763Decreased-1.090.07287,000.009.5432.75Form 13
Coastal Investment Advisors, Inc.03-31-2021Shs6,460New!0.000.06211,000.000.0032.66Form 13
Advisornet Financial, Inc03-31-2021Etf100Maintained0.000.003,000.000.0030.00Form 13
Global Trust Asset Management, Llc03-31-2021Shs2Maintained0.000.000.000.000.00Form 13
Sound Income Strategies, Llc03-31-2021Shs172Maintained0.000.005,628,000.00112,460.0032,720.93Form 13
Global Retirement Partners, Llc03-31-2021Shs3,297Increased94.170.01108,000.00116.0032.76Form 13
Wolff Wiese Magana Llc03-31-2021Shs1,135Maintained0.000.0337,000.008.8232.60Form 13
First Financial Corp /in/03-31-2021Etf Equity1,875Maintained0.000.0461,000.0010.9132.53Form 13
Country Trust Bank03-31-2021Etf - Equity9,567Maintained0.000.01313,000.0010.6032.72Form 13
Next Financial Group, Inc03-31-2021Shs6,183Decreased-49.460.02202,000.00-44.2032.67Form 13
Bogart Wealth, Llc03-31-2021Etf2,294Maintained0.000.0175,000.0011.9432.69Form 13