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NewIncreasedMaintainedDecreasedLiquidated
62110123
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Carroll Financial Associates, Inc.03-31-2021Etf179,219Increased22.760.579,192,000.0021.9451.29Form 13
Smith Shellnut Wilson Llc /adv03-31-2021Etf1,781Increased0.110.0691,000.00-1.0951.09Form 13
Weaver Consulting Group03-31-2021Core 1 5 Yr Usd61,856Decreased-22.081.953,173,000.00-22.6151.30Form 13
Spotlight Asset Group, Inc.03-31-2021Core 1 5 Yr Usd0Liquidated!-100.000.000.000.000.00Form 13
Paragon Wealth Strategies, Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Larson Financial Group Llc03-31-2021Core 1 5 Yr Usd1,276Maintained0.000.0266,000.000.0051.72Form 13
Strategic Wealth Management Group, Llc03-31-2021Core 1 5 Yr Usd45,859Maintained0.000.902,352,000.00-0.6851.29Form 13
Pacifica Partners Inc.03-31-2021Core 1 5 Yr Usd644Increased0.160.0333,000.000.0051.24Form 13
Newman & Schimel, Llc03-31-2021Core 1 5 Yr Usd133,220Increased22.614.576,833,000.0021.7851.29Form 13
Acorn Financial Advisory Services Inc /adv03-31-2021Core 1 5 Yr Usd20,989Increased6.900.391,077,000.006.2151.31Form 13
First Premier Bank03-31-2021Core 1 5 Yr Usd36,454Decreased-40.400.661,870,000.00-40.8051.30Form 13
Valeo Financial Advisors, Llc03-31-2021Etf828Maintained0.000.0042,000.00-2.3350.72Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund1,365Decreased-7.890.0270,000.00-9.0951.28Form 13
Veracity Capital Llc03-31-2021Core 1 5 Yr Usd0Liquidated!-100.000.000.000.000.00Form 13
Prosperity Planning, Inc.03-31-2021Core 1 5 Yr Usd392,484Increased18.539.9920,131,000.0017.7351.29Form 13
Ironwood Wealth Management, Inc.03-31-2021Core 1 5 Yr Usd300,200Increased1.609.9915,397,000.000.9151.29Form 13
Huntington National Bank03-31-2021Exchange Traded212Maintained0.000.0011,000.000.0051.89Form 13
Hudson Capital Management Llc03-31-2021Core 1 5 Yr Usd452,565Increased11.079.9423,212,000.0010.3151.29Form 13
Carl P. Sherr & Co., Llc03-31-2021Core 1 5 Yr Usd131,633Increased3.385.086,751,000.002.6851.29Form 13
Iron Horse Wealth Management, Llc03-31-2021Core 1 5 Yr Usd2Maintained0.000.000.000.000.00Form 13
Cypress Capital Group03-31-2021Etf-fixed Incom79,425Increased43.560.584,074,000.0042.60307.82Form 13
Advisornet Financial, Inc03-31-2021Etf293,776Increased48862.671.0715,068,000.0048,506.4551.29Form 13
Vista Private Wealth Partners. Llc03-31-2021Core 1 5 Yr Usd12,758Increased216.730.38658,000.00216.3551.58Form 13
Moneywise, Inc.03-31-2021Core 1 5 Yr Usd15,338Increased0.100.53787,000.00-0.5151.31Form 13
Global Trust Asset Management, Llc03-31-2021Core 1 5 Yr Usd703Maintained0.000.0236,000.000.0051.21Form 13
Global Retirement Partners, Llc03-31-2021Core 1 5 Yr Usd1,281Increased0.310.0166,000.000.0051.52Form 13
Baldrige Asset Management Llc03-31-2021Core 1 5 Yr Usd3,916Increased0.980.11201,000.000.5051.33Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open1,201Maintained0.000.0362,000.000.0051.62Form 13
Optimum Investment Advisors03-31-2021Core 1 5 Yr Usd15,600Decreased-2.190.23800,000.00-2.9151.28Form 13
Townsend & Associates, Inc03-31-2021Core 1 5 Yr Usd17,599New!0.000.59903,000.000.0051.31Form 13
Cx Institutional03-31-2021Etp227Maintained0.000.0012,000.000.0052.86Form 13
Pbmares Wealth Management Llc03-31-2021Core 1 5 Yr Usd17,542Decreased-7.200.73900,000.00-7.7951.31Form 13
Wolff Wiese Magana Llc03-31-2021Core 1 5 Yr Usd3Maintained0.000.000.000.000.00Form 13
City Holding Co03-31-2021Mutual Funds-fixed Income5,490New!0.000.05282,000.000.0051.37Form 13
Arkansas Financial Group, Inc.03-31-2021Core 1 5 Yr Usd215,285Decreased-0.152.6411,042,000.00-0.8351.29Form 13
Country Trust Bank03-31-2021Etf - Fixed293,830Maintained0.000.4815,071,000.00-0.6751.29Form 13
Next Financial Group, Inc03-31-2021Core 1 5 Yr Usd13,287New!0.000.06681,000.000.0051.25Form 13
Bogart Wealth, Llc03-31-2021Etf1,067Decreased-3.530.0155,000.00-3.5151.55Form 13
Stewardship Financial Advisors, Llc03-31-2021Core 1 5 Yr Usd13Decreased-98.980.001,000.00-98.4876.92Form 13
Sterling Investment Advisors Llc /adv03-31-2021Core 1 5 Yr Usd175,641Decreased-2.075.719,009,000.00-2.7351.29Form 13
Rfg Advisory, Llc03-31-2021Core 1 5 Yr Usd14,436Decreased-8.210.08740,000.00-8.7551.26Form 13
Sugarloaf Wealth Management, Llc03-31-2021Core 1 5 Yr Usd3,887Increased605.440.0128,000.000.007.20Form 13
Omega Financial Group, Llc03-31-2021Core 1 5 Yr Usd69,891Increased8.271.823,585,000.007.5351.29Form 13
Creative Financial Designs Inc /adv03-31-2021Etf142,306Increased54.551.437,299,000.0053.7651.29Form 13
Peoples Bank /oh03-31-2021Mutual Funds -94,068New!0.002.624,825,000.000.0051.29Form 13
Northwest Investment Counselors, Llc03-31-2021Core 1 5 Yr Usd20,500Decreased-4.880.301,051,000.00-5.5751.27Form 13
Capital Insight Partners, Llc03-31-2021Core 1 5 Yr Usd401,311Increased0.395.0020,583,000.00-0.2951.29Form 13
First Command Advisory Services, Inc.03-31-2021Etf46New!0.000.000.000.000.00Form 13
Beacon Financial Advisory Llc03-31-2021Core 1 5 Yr Usd17,839Increased1.400.52915,000.000.7751.29Form 13
Klaas Financial Asset Advisors, Llc03-31-2021Exchange Traded Fund1,002,810Increased3.609.9951,434,000.002.9051.29Form 13
Garrett Investment Advisors Llc03-31-2021Core 1 5 Yr Usd10,186New!0.000.19522,000.000.0051.25Form 13
Pds Planning, Inc03-31-2021Core 1 5 Yr Usd25,273Decreased-19.760.381,296,000.00-20.3051.28Form 13