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NewIncreasedMaintainedDecreasedLiquidated
320162510
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Degreen Capital Management Llc03-31-2021Unit Ser I56,238New!0.002.955,032,000.000.0089.48Form 13
Boltwood Capital Management03-31-20213 7 Yr Treas Bd15,065Increased95.950.871,957,000.0091.49129.90Form 13
Advocacy Wealth Management Services, Llc03-31-2021Etf436Decreased-97.270.0157,000.00-97.32130.73Form 13
Carroll Financial Associates, Inc.03-31-2021Etf5,172Decreased-41.330.04671,000.00-42.75129.74Form 13
Capital Investment Services Of America, Inc.03-31-2021Etf68,450Decreased-13.440.928,891,000.00-15.44129.89Form 13
Weaver Consulting Group03-31-20213 7 Yr Treas Bd2,694Decreased-33.940.21350,000.00-35.42129.92Form 13
Sowa Financial Group, Inc.03-31-20213 7 Yr Treas Bd3,522Decreased-59.990.32457,000.00-60.97129.76Form 13
Summit Financial Group, Inc.03-31-20213 7 Yr Treas Bd49,088Decreased-19.252.646,376,000.00-21.13259.88Form 13
Deane Retirement Strategies, Inc.03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Larson Financial Group Llc03-31-20213 7 Yr Treas Bd307Maintained0.000.0141,000.000.00133.55Form 13
Acropolis Investment Management, Llc03-31-20213 7 Yr Treas Bd47,331Increased348.080.636,148,000.00337.58129.89Form 13
Carnegie Capital Asset Management, Llc03-31-20213 7 Yr Treas Bd37,105Decreased-16.760.204,820,000.00-18.68129.90Form 13
Winfield Associates, Inc.03-31-2021Etf7,440Increased2.060.40966,000.00-0.31129.84Form 13
Cordasco Financial Network03-31-20213 7 Yr Treas Bd39Maintained0.000.005,000.000.00128.21Form 13
Israel Discount Bank Of New York03-31-20213 7 Yr Treas Bd31,780Decreased-2.243.194,128,000.00-4.51259.76Form 13
Trilogy Capital Inc.03-31-20213 7 Yr Treas Bd205,374Decreased-0.582.0426,676,000.00-2.89129.89Form 13
Valeo Financial Advisors, Llc03-31-2021Etf365Increased11.960.0047,000.009.30128.77Form 13
Marks Wealth, Llc03-31-20213 7 Yr Treas Bd0Liquidated!-100.000.000.000.000.00Form 13
Huntington National Bank03-31-2021Exchange Traded283,206Decreased-1.650.4436,786,000.00-3.94259.79Form 13
Perkins Coie Trust Co03-31-2021Fixed Income - Etf864Maintained0.000.00112,000.00-2.61129.63Form 13
Bellecapital International Ltd.03-31-20213 7 Yr Treas Bd2,322Decreased-31.080.09302,000.00-32.59130.06Form 13
Freestate Advisors Llc03-31-20213-7 Year Treasury Bond Etf0Liquidated!-100.000.000.000.000.00Form 13
Cardan Capital Partners, Llc03-31-20213 7 Yr Treas Bd0Liquidated!-100.000.000.000.000.00Form 13
Norway Savings Bank03-31-20213 7 Yr Treas Bd0Liquidated!-100.000.000.000.000.00Form 13
Stephens Group Asset Management, Llc03-31-20213 7 Yr Treas Bd3,207Maintained0.000.04417,000.00-2.11130.03Form 13
Hudson Capital Management Llc03-31-20213 7 Yr Treas Bd2,969Maintained0.000.17386,000.00-2.28130.01Form 13
Ballew Advisors, Inc03-31-20213 7 Yr Treas Bd87,042Increased88.914.1611,312,000.0085.75519.82Form 13
Hbw Advisory Services Llc03-31-20213 7 Yr Treas Bd1,914Increased19.920.07249,000.0017.45130.09Form 13
Walkner Condon Financial Advisors Llc03-31-20213 7 Yr Treas Bd15,431Decreased-0.320.782,004,000.00-2.62129.87Form 13
Intelligence Driven Advisers, Llc03-31-20213 7 Yr Treas Bd85,963Decreased-2.032.5111,166,000.00-4.30129.89Form 13
Gofen & Glossberg Llc /il/03-31-2021Com2,502Decreased-65.610.01325,000.00-66.39129.90Form 13
Farmers & Merchants Investments Inc03-31-20213 7 Yr Treas Bd34Maintained0.000.004,000.00-20.00117.65Form 13
Advisornet Financial, Inc03-31-2021Etf800Maintained0.000.01104,000.00-1.89130.00Form 13
Clear Harbor Asset Management, Llc03-31-20213 7 Yr Treas Bd13,996Increased5.500.241,818,000.003.06129.89Form 13
Taylor, Cottrill, Erickson & Associates, Inc.03-31-2021Common2,168Decreased-32.730.04282,000.00-34.27130.07Form 13
Cantor Fitzgerald Investment Adviser L.p.03-31-20213 7 Yr Treas Bd162,225Increased0.023.0721,573,000.000.02132.98Form 13
Mountain Capital Investment Advisors, Inc03-31-20213 7 Yr Treas Bd0Liquidated!-100.000.000.000.000.00Form 13
Martin Capital Partners, Llc03-31-20213 7 Yr Treas Bd13,259Increased6.360.911,722,000.003.86129.87Form 13
Global Retirement Partners, Llc03-31-20213 7 Yr Treas Bd14,743Increased71.450.221,915,000.0067.40129.89Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open0Liquidated!-100.000.000.000.000.00Form 13
Investors Financial Group, Llc03-31-20213 7 Yr Treas Bd2,304Decreased-7.950.17299,000.00-10.21129.77Form 13
Cva Family Office, Llc03-31-20213 7 Yr Treas Bd266Maintained0.000.0135,000.000.00131.58Form 13
Heron Financial Group, Llc03-31-20213 7 Yr Treas Bd5,290Decreased-5.800.42687,000.00-7.66129.87Form 13
Centennial Wealth Advisory Llc03-31-20213 7 Yr Treas Bd28,303Increased25.312.433,676,000.0022.41129.88Form 13
Stock Yards Bank & Trust Co03-31-2021Mutual Funds -11,382Decreased-30.540.101,478,000.00-32.17259.72Form 13
Astor Investment Management Llc03-31-2021Com32,410Maintained0.000.964,209,000.000.00129.87Form 13
Trust Co Of Vermont03-31-2021Com587Maintained0.000.0176,000.00-2.56129.47Form 13
Harbor Investment Advisory, Llc03-31-2021Etf235Maintained0.000.0031,000.000.00131.91Form 13
Raub Brock Capital Management Lp03-31-20213-7 Yr Tr Bd Etf35,775Decreased-3.510.734,647,000.00-5.74129.90Form 13
Next Financial Group, Inc03-31-20213 7 Yr Treas Bd6,057Decreased-40.280.07787,000.00-41.62260.75Form 13
Alhambra Investment Partners Llc03-31-20213 7 Yr Treas Bd55,504Increased26.875.817,209,000.0023.93129.88Form 13
Pinnacle Financial Partners Inc03-31-20213 7 Yr Treas Bd263,421Increased140.021.5534,216,000.00134.44259.79Form 13
Wolf Group Capital Advisors03-31-20213 7 Yr Treas Bd51,845Increased3.993.886,734,000.001.57129.89Form 13
Polaris Wealth Advisory Group, Llc03-31-20213 7 Yr Treas Bd71,996Maintained0.000.609,371,000.000.00130.16Form 13
Compass Ion Advisors, Llc03-31-20213 7 Yr Treas Bd6,185Increased5.040.33803,000.002.55129.83Form 13
Financial Consulate, Inc03-31-20213 7 Yr Treas Bd2,922Increased7.230.15380,000.004.97130.05Form 13
Adviceperiod, Llc03-31-20213 7 Yr Treas Bd0Liquidated!-100.000.000.000.000.00Form 13
Berkshire Bank03-31-20213 7 Yr Treas Bd127,383Increased0.804.1616,546,000.00-1.54279.89Form 13
David J Yvars Group03-31-20213 7 Yr Treas Bd5,563Decreased-11.030.46723,000.00-13.00129.97Form 13
Creative Financial Designs Inc /adv03-31-2021Etf19Maintained0.000.002,000.000.00105.26Form 13
Peoples Bank /oh03-31-2021Mutual Funds -34,513Decreased-33.162.434,483,000.00-34.71129.89Form 13
Pacific Financial Group Inc03-31-20213 7 Yr Treas Bd10,015Increased17.371.051,301,000.0014.63129.91Form 13
Bangor Savings Bank03-31-2021Other450,703Increased12.427.0658,542,000.009.81259.81Form 13
Twele Capital Management, Inc.03-31-20213 7 Yr Treas Bd16,715Decreased-75.680.352,171,000.00-76.24129.88Form 13
Telemus Capital, Llc03-31-20213 7 Yr Treas Bd33,500Decreased-6.740.304,348,000.00-8.98129.79Form 13
Gemmer Asset Management Llc03-31-20213 7 Yr Treas Bd101Maintained0.000.0013,000.000.00128.71Form 13
Insight Wealth Partners, Llc03-31-20213 7 Yr Treas Bd52,282Increased284.853.346,791,000.00275.82129.89Form 13
Successful Portfolios Llc03-31-20213 7 Yr Treas Bd2,493Decreased-0.080.21324,000.00-2.41129.96Form 13
First Command Advisory Services, Inc.03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
S.a. Mason Llc03-31-2021Etf640Maintained0.000.0683,000.00-2.35129.69Form 13
Wny Asset Management, Llc03-31-20213 7 Yr Treas Bd0Liquidated!-100.000.000.000.000.00Form 13
Klaas Financial Asset Advisors, Llc03-31-2021Exchange Traded Fund60,062New!0.002.177,801,000.000.00129.88Form 13
Capital Advisors Wealth Management, Llc03-31-20213 7 Yr Treas Bd14,771New!0.000.831,919,000.000.00129.92Form 13
Intrack Investment Management Inc03-31-20213 7 Yr Treas Bd3,272Maintained0.000.00425,000.00-2.30129.89Form 13