First Trust

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First Trust

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NewIncreasedMaintainedDecreasedLiquidated
3272235017
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Private Trust Co Na12-31-2020Equities5,753Decreased-41.010.00273,000.00-39.0647.45Form 13
Wiley Bros.-aintree Capital, Llc12-31-2020Senior Ln Fd32,834Increased0.221.311,563,000.003.7247.60Form 13
Rvw Wealth, Llc12-31-2020Senior Ln Fd26,628Increased0.260.151,000,000.00-18.1737.55Form 13
Huntington National Bank12-31-2020Exchange Traded1Maintained0.000.000.000.000.00Form 13
Astor Investment Management Llc12-31-2020Com278Maintained0.000.0013,000.008.3346.76Form 13
Murphy, Middleton, Hinkle & Parker, Inc.12-31-2020Senior Ln Fd38,330Increased0.291.221,824,000.003.7547.59Form 13
Walkner Condon Financial Advisors Llc12-31-2020Senior Ln Fd0Liquidated!-100.000.000.000.000.00Form 13
Walkner Condon Financial Advisors Llc12-31-2020Senior Ln Fd0Liquidated!-100.000.000.000.000.00Form 13
Raymond James Trust N.a.12-31-2020Etf / Closed En4,953Decreased-10.220.01236,000.00-7.0947.65Form 13
Sowell Financial Services Llc12-31-2020Etf47,222Decreased-5.980.102,247,000.00-2.7747.58Form 13
Strategic Investment Advisors / Mi12-31-2020Senior Ln Fd10,347Decreased-41.870.14492,000.00-39.9347.55Form 13
Pacifica Partners Inc.12-31-2020Senior Ln Fd96Maintained0.000.005,000.0025.0052.08Form 13
Davenport & Co Llc12-31-2020Etf14,146Decreased-2.430.01673,000.000.9047.58Form 13
Kovack Advisors, Inc.12-31-2020Etf102,661Increased6.130.704,886,000.0011.9447.59Form 13
Holloway Wealth Management, Llc12-31-2020Senior Ln Fd950Decreased-4.330.0245,000.00-2.1747.37Form 13
Beacon Financial Group12-31-2020Shs159,429Increased0.581.247,920,000.005.49115.76Form 13
Patriot Financial Group Insurance Agency, Llc12-31-2020Etf929Increased6.540.0144,000.0010.0047.36Form 13
Provise Management Group, Llc12-31-2020Senior Ln Fd6,314New!0.000.03300,000.000.0047.51Form 13
Meridian Wealth Management, Llc12-31-2020Senior Ln Fd0Liquidated!-100.000.000.000.000.00Form 13
Nachman Norwood & Parrott, Inc12-31-2020Senior Ln Fd0Liquidated!-100.000.000.000.000.00Form 13
Triton Wealth Management, Pllc12-31-2020Senior Ln Fd18,563Decreased-4.750.56885,000.00-1.8847.68Form 13
Welch & Forbes Llc12-31-2020Senior Ln Fd381,227Increased1.050.3518,143,000.004.5247.59Form 13
Trinity Legacy Partners, Llc12-31-2020Senior Ln Fd102,698Increased16.192.224,887,000.0019.2047.59Form 13
Lexaurum Advisors, Llc12-31-2020Senior Ln Fd30,142Increased1.640.511,434,000.005.1347.57Form 13
Tsfg, Llc12-31-2020Mf Closed And Mf Open28Maintained0.000.001,000.000.0035.71Form 13
Kestra Advisory Services, Llc12-31-2020Senior Ln Fd57,688Increased29.990.032,741,000,000.0034.2347,514.21Form 13
Investors Research Corp12-31-2020Senior Ln Fd17,873Increased177.010.33851,000.00186.5347.61Form 13
Tl Private Wealth12-31-2020Senior Ln Fd173,355Increased6.915.298,364,000.0010.8848.25Form 13
Clearview Wealth Advisors Llc12-31-2020Etf105New!0.000.005,000.000.0047.62Form 13
Avantax Advisory Services, Inc.12-31-2020Senior Ln Fd9,271Decreased-1.110.01440,000.002.0947.46Form 13
We Are One Seven, Llc12-31-2020Senior Ln Fd5,749Increased2.950.06274,000.006.6147.66Form 13
Hoey Investments, Inc12-31-2020Senior Ln Fd226New!0.000.0011,000.000.0048.67Form 13
International Assets Investment Management, Llc12-31-2020Senior Ln Fd7,251Decreased-11.620.06345,097,000.0091,437.6747,593.02Form 13
Janney Montgomery Scott Llc12-31-2020Etf/closed End-60,746Increased11.260.012,891,000.0015.0947.59Form 13
Aspen Investment Management Inc12-31-2020Senior Ln Fd46,100Decreased-47.571.302,194,000.00-45.7647.59Form 13
Cambridge Advisors Inc.12-31-2020Senior Ln Fd8,144Increased0.750.10388,000.004.3047.64Form 13
Ifp Advisors, Inc12-31-2020Cef5,574Decreased-33.600.01265,000.00-31.3547.54Form 13
Capital Investment Advisory Services, Llc12-31-2020Senior Ln Fd41,694Increased7.170.291,984,000.0010.8447.58Form 13
Milestone Advisory Partners12-31-2020Senior Ln Fd304,966Increased1.788.2814,513,000.005.2747.59Form 13
Calton & Associates, Inc.12-31-2020Senior Ln Fd7,525Increased0.170.06358,000.003.4747.57Form 13
Centaurus Financial, Inc.12-31-2020Senior Ln Fd17,277Decreased-77.050.09822,000.00-76.2647.58Form 13
Allworth Financial Lp12-31-2020Senior Ln Fd427Increased0.950.0020,000.005.2646.84Form 13
Csenge Advisory Group12-31-2020Senior Ln Fd208,365Increased25.801.189,916,000.0029.8147.59Form 13
Columbus Macro, Llc12-31-2020Senior Ln Fd23,856Decreased-1.710.351,135,000.001.6147.58Form 13
Centennial Wealth Advisory Llc12-31-2020Senior Ln Fd14,588New!0.000.49694,000.000.0047.57Form 13
Usca Ria Llc12-31-2020Senior Ln Fd50,703Decreased-29.920.172,413,000.00-27.5247.59Form 13
Gwm Advisors Llc12-31-2020Mf Closed And Mf Open12,628Decreased-14.570.02601,000.00-11.6247.59Form 13
Alphastar Capital Management, Llc12-31-2020Senior Ln Fd9,043Increased18.610.07436,000.0023.8648.21Form 13
Stonebridge Financial Planning Group, Llc12-31-2020Common Stock400Maintained0.000.0119,000.005.5647.50Form 13
Mtm Investment Management, Llc12-31-2020Senior Ln Fd3,427New!0.000.10163,000.000.0047.56Form 13
Accel Wealth Management12-31-2020Senior Ln Fd Etf8,858New!0.000.39422,000.000.0047.64Form 13
Mjp Associates Inc /adv12-31-2020Senior Ln Fd205,317New!0.004.119,771,000.000.0047.59Form 13
Telemus Capital, Llc12-31-2020Senior Ln Fd225,812Increased2.650.8010,746,000.007.3647.59Form 13
Hhm Wealth Advisors, Llc12-31-2020Senior Ln Fd1,085New!0.000.0252,000.000.0047.93Form 13
Golden State Wealth Management, Llc12-31-2020Mf Closed And Mf Open0Liquidated!-100.000.000.000.000.00Form 13
Capstone Triton Financial Group, Llc12-31-2020Etf3,302New!0.000.10157,000.000.0047.55Form 13
First Heartland Consultants, Inc.12-31-2020Senior Ln Fd48,438Decreased-12.220.382,305,000.00-9.2247.59Form 13
Stratos Wealth Partners, Ltd.12-31-2020Senior Ln Fd9,615Decreased-43.170.01458,000.00-41.1347.63Form 13
Concorde Asset Management, Llc12-31-2020Senior Ln Fd4,829New!0.000.13230,000.000.0047.63Form 13
Alphamark Advisors, Llc12-31-2020Etf90Decreased-91.000.754,000.00-91.3044.44Form 13
Harvest Investment Services, Llc12-31-2020Senior Ln Fd20,073Decreased-6.550.49955,000.00-3.3447.58Form 13
Colorado Capital Management, Inc.12-31-2020Senior Ln Fd100,012Increased1.003.454,751,000.004.2347.50Form 13
Ae Wealth Management Llc12-31-2020Senior Ln Fd27,645Increased1.970.011,316,000.005.5347.60Form 13
First Trust Advisors Lp12-31-2020Senior Ln Fd393,619Increased438.080.0218,732,000.00456.5147.59Form 13
Envestnet Asset Management Inc12-31-2020Senior Ln Fd170,757Increased21.080.018,126,000.0025.2347.59Form 13
Rfg Advisory, Llc12-31-2020Senior Ln Fd27,422Increased29.200.171,315,000.0034.6047.95Form 13
Alpha Omega Group, Inc.12-31-2020Senior Ln Fd6,829New!0.000.32325,000.000.0047.59Form 13
Srs Capital Advisors, Inc.12-31-2020Senior Ln Fd1,108Increased0.270.0153,000.003.9247.83Form 13
Winslow, Evans & Crocker, Inc.12-31-2020Senior Ln Fd37,731Increased10.720.341,796,000.0014.5495.22Form 13
20/20 Capital Management, Inc.12-31-2020Senior Ln Fd0Liquidated!-100.000.000.000.000.00Form 13
Flaharty Asset Management, Llc12-31-2020Senior Ln Fd393,424Decreased-0.964.6718,723,000.002.4447.59Form 13
Intrua Financial, Llc12-31-2020Senior Ln Fd4,806New!0.000.10229,000.000.0047.65Form 13
Stonex Group Inc.12-31-2020Senior Ln Fd15,453Increased5.400.00735,000.008.8947.56Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Ln Fd57,641Decreased-14.159.992,743,000.00-11.2047.59Form 13
National Asset Management, Inc.12-31-2020Senior Ln Fd15,669Decreased-16.860.04746,000.00-13.9647.61Form 13
Trustcore Financial Services, Llc12-31-2020Senior Ln Fd0Liquidated!-100.000.000.000.000.00Form 13
Lloyd Advisory Services, Llc.12-31-2020Senior Ln Fd14Increased7.690.001,000.000.0071.43Form 13
Orion Portfolio Solutions, Llc12-31-2020Senior Ln Fd0Liquidated!-100.000.000.000.000.00Form 13
Orion Portfolio Solutions, Llc12-31-2020Senior Ln Fd0Liquidated!-100.000.000.000.000.00Form 13
Us Bancorp \de\12-31-2020Other1,087Maintained0.000.0052,000.004.0097.80Form 13
Next Financial Group, Inc12-31-2020Senior Ln Fd3,693Increased3.420.02175,000.006.7192.58Form 13
Koshinski Asset Management, Inc.12-31-2020Senior Ln Fd10,814Maintained0.000.11894,000.000.0082.67Form 13
Semmax Financial Advisors Inc.12-31-2020Senior Ln Fd1,028Maintained0.000.0249,000.004.2647.67Form 13
Rda Financial Network12-31-2020Senior Ln Fd0Liquidated!-100.000.000.000.000.00Form 13
Rwm Asset Management, Llc12-31-2020Senior Ln Fd454New!0.000.0022,000.000.0048.46Form 13
Beaumont Financial Partners, Llc12-31-2020Senior Ln Fd5,467Decreased-7.610.02260,000.00-4.4147.56Form 13
Migdal Insurance & Financial Holdings Ltd.12-31-2020Etp9,565Decreased-2.250.01455,000.001.1147.57Form 13
Cibc World Markets Inc.12-31-2020Senior Ln Fd5,325Decreased-2.170.00253,000.001.2047.51Form 13
Arete Wealth Advisors, Llc12-31-2020Senior Ln Fd179,992Increased1495.821.218,566,000.001,544.1547.59Form 13
Jacobi Capital Management Llc12-31-2020Senior Ln Fd1,087Increased0.830.0152,000.004.0047.84Form 13
Flagship Harbor Advisors, Llc12-31-2020Mf Closed And Mf Open0Liquidated!-100.000.000.000.000.00Form 13
Ifg Advisory, Llc12-31-2020Mf Closed And Mf Open16,490Increased14.680.11784,000.0020.9947.54Form 13
Capital Financial Planning, Llc12-31-2020Etf4,232Decreased-15.220.10201,000.00-12.6147.50Form 13
Fmr Llc12-31-2020Senior Ln Fd0Liquidated!-100.000.000.000.000.00Form 13
Wintrust Investments Llc12-31-2020Etf24,966Decreased-0.900.341,188,000.002.5047.58Form 13
Plante Moran Financial Advisors, Llc12-31-2020Etf1,050Maintained0.000.0250,000.004.1747.62Form 13
Sigma Planning Corp12-31-2020Senior Ln Fd18,759Increased5.290.03893,000.008.9047.60Form 13
Sawtooth Solutions, Llc12-31-2020Senior Ln Fd27,411Increased22.880.021,305,000.0027.1947.61Form 13
Pinnacle Advisory Group, Inc.12-31-2020Senior Ln Fd8,347Increased14.230.02397,000.0018.1547.56Form 13
Advisory Services Network, Llc12-31-2020Etf970Decreased-47.480.0046,000.00-45.8847.42Form 13
Allsquare Wealth Management Llc12-31-2020Etf48Maintained0.000.002,000.000.0041.67Form 13
Donoghue Forlines Llc12-31-2020Senior Ln Fd48,060Increased7.620.442,287,000.0011.2947.59Form 13
Seacrest Wealth Management, Llc12-31-2020Senior Ln Fd9,096Maintained0.000.06433,000.003.3447.60Form 13
Wagner Wealth Management, Llc12-31-2020Senior Ln Fd26,945New!0.001.221,282,000.000.0047.58Form 13
Arkadios Wealth Advisors12-31-2020Etf1,036New!0.000.0149,000.000.0047.30Form 13
Wells Fargo & Company/mn12-31-2020Senior Ln Fd837,411Decreased-7.340.0139,852,000.00-4.1695.18Form 13
Renaissance Technologies Llc12-31-2020Senior Ln Fd47,200Increased96.670.002,246,000.00103.4447.58Form 13
D.a. Davidson & Co.12-31-2020Senior Ln Fd14,983Increased0.960.01713,000.004.3947.59Form 13
Assetmark, Inc12-31-2020Etf340Decreased-41.880.0016,000.00-40.7447.06Form 13
Keel Point, Llc12-31-2020Senior Ln Fd7,322Decreased-19.690.03348,000.00-16.9547.53Form 13
Hightower Advisors, Llc12-31-2020Senior Ln Fd180,745Increased1.230.048,607,000.004.7747.62Form 13
Aptus Capital Advisors, Llc12-31-2020Senior Ln Fd0Liquidated!-100.000.000.000.000.00Form 13
Advisor Group Holdings, Inc.12-31-2020Senior Ln Fd231,853Increased11.620.0211,037,000.0015.59428.09Form 13
Level Four Advisory Services, Llc12-31-2020Senior Ln Fd6,450Decreased-93.640.02307,000.00-93.2947.60Form 13
Towerpoint Wealth, Llc12-31-2020Senior Ln Fd11,672Increased131.400.28555,000.00143.4247.55Form 13
Quad-cities Investment Group, Llc12-31-2020Senior Ln Fd38,949Decreased-0.581.521,854,000.002.8947.60Form 13
Prw Wealth Management Llc12-31-2020Exchange Traded Fund18,300Maintained0.000.49871,000.003.4447.60Form 13
Advisor Os, Llc12-31-2020Senior Ln Fd264,390New!0.003.9114,588,000.000.0055.18Form 13
Shorehaven Wealth Partners, Llc12-31-2020Etf109,580New!0.002.925,215,000.000.0047.59Form 13
Bank Of America Corp /de/12-31-2020Senior Ln1,008,750Increased4.980.0148,006,000.0010.72142.82Form 13
Prudential Plc12-31-2020First Trust Senior Loan Etf122,500Maintained0.000.035,830,000.000.0047.59Form 13
First Horizon Advisors, Inc.12-31-2020Other700Maintained0.000.0033,000.003.1247.14Form 13
Cranbrook Wealth Management, Llc12-31-2020Senior Ln Fd143,309Increased0.591.746,820,000.004.0447.59Form 13
Ubs Group Ag12-31-2020Senior Ln Fd723,239Increased2.180.0134,418,000.005.6894.24Form 13
Argent Trust Co12-31-2020Etf-fixed Incom7,000New!0.000.03333,000.000.0047.57Form 13
Baird Financial Group, Inc.12-31-2020Common106,044Increased96.080.025,047,000.00102.8547.59Form 13
Mutual Advisors, Llc12-31-2020Senior Ln Fd12,865Increased31.130.05612,000.0038.1547.57Form 13
Valeo Financial Advisors, Llc12-31-2020Etf94Maintained0.000.004,000.000.0042.55Form 13
Steward Partners Investment Advisory, Llc12-31-2020Exchange Traded Funds (country Baskets/ishares) - Domestic67,978Increased2.230.073,235,000.005.7547.59Form 13
Archer Investment Corp12-31-2020Etf277Increased1.840.0113,162,000.007.2347,516.25Form 13
Commonwealth Equity Services, Llc12-31-2020Senior Ln Fd124,228Increased11.010.025,912,000.0014.8447.59Form 13
Oppenheimer & Co Inc12-31-2020Senior Ln Fd31,863Increased52.110.031,517,000.0060.5347.61Form 13
Citigroup Inc12-31-2020Senior Ln Fd528Maintained0.000.0025,000.004.1747.35Form 13
Raymond James & Associates12-31-2020Senior Ln Fd358,543Decreased-9.240.0217,063,000.00-6.1247.59Form 13
Northwestern Mutual Wealth Management Co12-31-2020Senior Ln Fd495Decreased-36.540.0024,000.00-33.3348.48Form 13
Brown Advisory Securities, Llc12-31-2020Senior Ln Fd5,280Maintained0.000.04251,000.003.2947.54Form 13
Jaffetilchin Investment Partners, Llc12-31-2020Senior Ln Fd7,966Decreased-1.100.05379,000.002.1647.58Form 13
J.w. Cole Advisors, Inc.12-31-2020Senior Ln Fd8,451New!0.000.04402,000.000.0047.57Form 13
Ensign Peak Advisors, Inc12-31-2020Senior Ln Fd307,749Increased5.830.0314,646,000.009.4647.59Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020Senior Ln Fd217,132Increased44.070.0310,333,000.0049.0047.59Form 13
Empirical Financial Services, Llc D.b.a. Empirical Wealth Management12-31-2020Senior Ln Fd159,916Decreased-1.080.587,610,000.002.3147.59Form 13
Prospera Financial Services Inc12-31-2020Senior Ln Fd46,190Increased222.650.152,198,000.00233.5447.59Form 13
Strategic Wealth Advisors Group, Llc12-31-2020Senior Ln Fd72,056Decreased-16.960.183,429,000.00-14.1047.59Form 13
Financial Advocates Investment Management12-31-2020Senior Ln Fd10,993Increased76.060.04523,000.0082.2347.58Form 13
Kc Investment Advisors, Llc12-31-2020Senior Ln Fd0Liquidated!-100.000.000.000.000.00Form 13
Rockefeller Capital Management L.p.12-31-2020Senior Ln Fd19,877Increased7.590.01945,000.0013.3147.54Form 13
Vista Investment Management12-31-2020Senior Ln Fd0Liquidated!-100.000.000.000.000.00Form 13
Brendel Financial Advisors Llc12-31-2020Senior Ln Fd0Liquidated!-100.000.000.000.000.00Form 13
Clear Creek Financial Management, Llc12-31-2020Senior Ln Fd21,051Maintained0.000.191,001,000.000.0047.55Form 13
1776 Wealth Llc12-31-2020Senior Ln Fd6,986Maintained0.000.21332,000.003.4347.52Form 13
Octavia Wealth Advisors, Llc12-31-2020Exchange Traded Fund44,243New!0.000.682,106,000.000.0047.60Form 13
Insight Advisors, Llc/ Pa12-31-2020Senior Ln Fd7,647New!0.000.14364,000.000.0047.60Form 13
Mml Investors Services, Llc12-31-2020Senior Ln Fd19,783Decreased-13.820.01941,000.00-9.1747.57Form 13
Pnc Financial Services Group, Inc.12-31-2020Common Stock536Decreased-89.650.0025,000.00-89.3246.64Form 13
Stifel Financial Corp12-31-2020Senior Ln Fd138,214Increased3.670.016,578,000.007.2695.56Form 13
Ameriprise Financial Inc12-31-2020Com27,472Increased9.890.001,308,000.0015.9695.33Form 13
Bank Of Montreal /can/12-31-2020Senior Ln Fd2,677Decreased-11.390.00128,000.00-7.9147.81Form 13
Royal Bank Of Canada12-31-2020Senior Ln Fd559,140Increased17.590.0026,609,000.0021.63284.84Form 13
Mai Capital Management12-31-2020Ee17,253New!0.000.02821,000.000.0047.59Form 13
Hilltop Holdings Inc.12-31-2020Senior Ln Fd15,192Decreased-2.310.10723,000.000.9847.59Form 13
Citadel Advisors Llc12-31-2020Senior Ln Fd241,754Increased64.820.0011,505,000.0070.4747.59Form 13
Benjamin F. Edwards & Company, Inc.12-31-2020Senior Ln Fd257Decreased-41.720.0012,000.00-40.0046.69Form 13
Benjamin Edwards Inc12-31-2020Senior Ln Fd890Increased402.820.0342,000.00425.0047.19Form 13
Flow Traders U.s. Llc12-31-2020Etp0Liquidated!-100.000.000.000.000.00Form 13
Captrust Financial Advisors12-31-2020Etf662Maintained0.000.0032,000.003.2348.34Form 13
Capital Analysts, Llc12-31-2020Senior Ln Fd300Maintained0.000.0014,000.000.0046.67Form 13
Pensionmark Financial Group, Llc12-31-2020Senior Ln Fd6,559New!0.000.08316,000.000.0048.18Form 13
Qube Research & Technologies Ltd12-31-2020Senior Ln Fd213,362Decreased-18.580.1410,154,000.00-15.7847.59Form 13
Legacy Capital Wealth Partners, Llc12-31-2020Etf104,992New!0.002.144,997,000.000.0047.59Form 13
Private Portfolio Partners Llc12-31-2020Senior Ln Fd13,668Increased27.230.23650,000.0031.5847.56Form 13
Gladstone Institutional Advisory Llc12-31-2020Senior Ln Fd224,829Decreased-22.562.1310,700,000.00-19.9047.59Form 13
American Financial Advisors, Llc12-31-2020Senior Ln Fd366,794Decreased-7.552.4917,456,000.00-4.3847.59Form 13
Kingsview Wealth Management, Llc12-31-2020Senior Ln Fd42,025Increased14.460.142,000,000.0018.4147.59Form 13
Pacific Capital Wealth Advisors, Inc12-31-2020Senior Ln Fd58,416Increased1.761.582,780,000.005.2647.59Form 13
Tradition Wealth Management, Llc12-31-2020Uit Exchange Traded201New!0.000.0010,000.000.0049.75Form 13
Dhjj Financial Advisors, Ltd.12-31-2020Senior Ln Fd20,519New!0.000.61976,000.000.0047.57Form 13
Fifth Third Bancorp12-31-2020Senior Ln Fd1,019Increased11.610.0048,000.0014.2947.11Form 13
Morgan Stanley12-31-2020Senior Ln Fd3,109,859Increased11.610.02147,998,000.0017.7395.40Form 13
Ameritas Investment Company, Llc12-31-2020Senior Ln Fd7,677Increased13.730.07365,000.0019.6747.54Form 13
Deutsche Bank Ag\12-31-2020Senior Ln Fd2,833Maintained0.000.00135,000.003.8547.65Form 13
Cetera Advisors Llc12-31-2020Senior Ln Fd9,841Decreased-4.770.01468,000.000.4347.56Form 13
Cetera Advisor Networks Llc12-31-2020Senior Ln Fd5,642Decreased-11.120.01268,000.00-6.2947.50Form 13
Jane Street Group, Llc12-31-2020Senior Ln Fd136,509Decreased-60.690.006,496,000.00-59.3447.59Form 13
Cetera Investment Advisers12-31-2020Senior Ln Fd29,330Increased476.340.031,396,000.00506.9647.60Form 13
Ambassador Advisors, Llc12-31-2020Senior Ln Fd13,498Decreased-42.010.28643,000.00-38.7695.62Form 13
Iht Wealth Management, Llc12-31-2020Traded Fd Senior Ln Fd6,405New!0.000.03305,000.000.0047.62Form 13
Eudaimonia Partners, Llc12-31-2020Exchange Traded Funds1,127Maintained0.000.0154,000.003.8547.91Form 13
Truist Financial Corp12-31-2020Senior Ln Fd45,818New!0.000.002,180,000.000.0094.92Form 13
Retirement Group, Llc12-31-2020Senior Ln Fd25,575New!0.000.561,219,000.000.0047.66Form 13
Purus Wealth Management, Llc12-31-2020Senior Ln Fd12,776New!0.000.54608,000.000.0047.59Form 13
Elevated Capital Advisors, Llc12-31-2020Senior Ln Fd11,884Increased5.880.25566,000.007.8147.63Form 13
Luken Investment Analytics, Llc12-31-2020Senior Ln Fd1,797New!0.000.0686,000.000.0047.86Form 13
Mcnaughton Wealth Management, Llc12-31-2020Senior Ln Fd48,579Increased0.931.852,312,000.004.3847.59Form 13
Bickling Financial Services, Inc.12-31-2020Equity6,930New!0.000.20330,000.000.0047.62Form 13