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NewIncreasedMaintainedDecreasedLiquidated
63631497
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
First Financial Bank - Trust Division03-31-2021Etf-equity69,042Decreased-1.490.716,325,000.004.68183.23Form 13
Elm Advisors, Llc03-31-2021Etf7,411Decreased-4.760.42679,000.001.1991.62Form 13
Fc Advisory Llc03-31-2021Core S&p Ttl Stk2,799Decreased-1.960.12256,000.004.0791.46Form 13
Smithbridge Asset Management Inc/de03-31-2021Etf2,400Maintained0.000.09220,000.006.2891.67Form 13
Chesley Taft & Associates Llc03-31-2021Etf3,495Increased6.070.02328,000.0015.4993.85Form 13
Carroll Financial Associates, Inc.03-31-2021Etf35,066Decreased-6.090.203,212,000.00-0.2291.60Form 13
Lowe Wealth Advisors, Llc03-31-2021Etf161Maintained0.000.0115,000.007.1493.17Form 13
Uma Financial Services, Inc.03-31-2021Core S&p Ttl Stk194,503Increased0.770.0118,258,000.003.7793.87Form 13
Smith Shellnut Wilson Llc /adv03-31-2021Com91,976Decreased-0.725.148,425,000.005.4791.60Form 13
Weaver Consulting Group03-31-2021Core S&p Ttl Stk8,690Decreased-1.470.49796,000.004.7491.60Form 13
Sowa Financial Group, Inc.03-31-2021Core S&p Ttl Stk52,521Decreased-5.453.394,811,000.000.4491.60Form 13
Summit Financial Group, Inc.03-31-2021Core S&p Ttl Stk2,845Maintained0.000.11261,000.006.5391.74Form 13
Baldwin Brothers Inc/ma03-31-2021Core S&p Ttl Stk59New!0.000.005,000.000.0084.75Form 13
Lvz Advisors, Inc.03-31-2021Core S&p Ttl Stk21,433Decreased-21.830.301,963,000.00-16.9691.59Form 13
Larson Financial Group Llc03-31-2021Core S&p Ttl Stk656Maintained0.000.0257,000.000.0086.89Form 13
Newman & Schimel, Llc03-31-2021Core S&p Ttl Stk169,895Increased23.569.9915,562,000.0031.2791.60Form 13
New England Guild Wealth Advisors, Inc.03-31-2021Etf4,209Maintained0.000.22386,000.006.3491.71Form 13
Mitchell Sinkler & Starr/pa03-31-2021Core S&p Ttl Stk2,345Maintained0.000.21215,000.006.4491.68Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Carnegie Capital Asset Management, Llc03-31-2021Core S&p Ttl Stk3,623Maintained0.000.01332,000.006.4191.64Form 13
Carlson Capital Management03-31-2021Core S&p Ttl Stk4,510Maintained0.000.07413,000.003.7791.57Form 13
Teamwork Financial Advisors, Llc03-31-2021Core S&p Ttl Stk7,510Decreased-19.130.16688,000.00-14.1191.61Form 13
Kwmg, Llc03-31-2021Core S&p Ttl Stk6,833Decreased-0.410.10626,000.005.7491.61Form 13
Regal Wealth Group, Inc.03-31-2021Core S&p Ttl Stk215Maintained0.000.0120,000.005.2693.02Form 13
Valeo Financial Advisors, Llc03-31-2021Etf9,312Increased0.010.04853,000.006.2391.60Form 13
Monument Capital Management03-31-2021Core S&p Ttl Stk130,753Decreased-1.694.8011,977,000.004.4591.60Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund69,665Decreased-26.701.586,381,000.00-22.1491.60Form 13
Coastal Investment Advisors, Inc.03-31-2021Core S&p Ttl Stk22,642Increased14.480.552,074,000.0021.6491.60Form 13
Astoria Strategic Wealth, Inc.03-31-2021Core S&p Ttl Stk128,188Decreased-1.215.9911,742,000.004.9591.60Form 13
Hemington Wealth Management03-31-2021Core S&p Ttl Stk27,932Decreased-0.211.092,559,000.006.0591.62Form 13
Prosperity Planning, Inc.03-31-2021Core S&p Ttl Stk19,721Increased0.021.281,806,000.006.2491.58Form 13
Ironwood Wealth Management, Inc.03-31-2021Core S&p Ttl Stk650Maintained0.000.0560,000.007.1492.31Form 13
Huntington National Bank03-31-2021Exchange Traded4,021Increased5.400.00368,000.0011.8591.52Form 13
Perkins Coie Trust Co03-31-2021Equity - Etf435Maintained0.000.0040,000.005.2691.95Form 13
O'brien Wealth Partners Llc03-31-2021Core S&p Ttl Stk937,647Decreased-1.339.9988,467,000.005.4694.35Form 13
Walkner Condon Financial Advisors Llc03-31-2021Core S&p Ttl Stk4,267Increased52.880.15391,000.0062.2491.63Form 13
Intelligence Driven Advisers, Llc03-31-2021Core S&p Ttl Stk7,509Increased26.800.15688,000.0034.6491.62Form 13
4j Wealth Management Llc03-31-2021Core S&p Ttl Stk2,779Decreased-9.920.24255,000.00-3.7791.76Form 13
Gofen & Glossberg Llc /il/03-31-2021Com28,451Increased7.970.072,606,000.0014.7091.60Form 13
Farmers & Merchants Investments Inc03-31-2021Core S&p Ttl Stk873Maintained0.000.0080,000.006.6791.64Form 13
Cypress Capital Group03-31-2021Etf-equity6,138Maintained0.000.08562,000.006.24183.29Form 13
Advisornet Financial, Inc03-31-2021Etf1,857Decreased-4.820.01170,000.001.1991.55Form 13
Autus Asset Management, Llc03-31-2021Core S&p Ttl Stk37,685Decreased-5.260.413,452,000.000.64274.64Form 13
Westside Investment Management, Inc.03-31-2021Com7,354Increased0.031.78673,000.006.3291.51Form 13
Farmers & Merchants Trust Co Of Chambersburg Pa03-31-2021Core S&p Ttl Stk1,437New!0.000.10132,000.000.0091.86Form 13
Ullmann Financial Group, Inc.03-31-2021Etf573,958Increased4.959.9952,575,000.0011.5091.60Form 13
Parkside Investments, Llc03-31-2021Etf21,915Decreased-0.630.422,007,000.005.5891.58Form 13
Mountain Capital Investment Advisors, Inc03-31-2021Core S&p Ttl Stk0Liquidated!-100.000.000.000.000.00Form 13
Garrett Wealth Advisory Group, Llc03-31-2021Core S&p Ttl Stk3,074Decreased-5.620.20282,000.000.3691.74Form 13
Global Trust Asset Management, Llc03-31-2021Core S&p Ttl Stk112Decreased-7.440.0110,000.000.0089.29Form 13
Sound Income Strategies, Llc03-31-2021Core S&p Ttl Stk2,622Increased118.860.04240,208,000.00233,111.6591,612.51Form 13
Global Retirement Partners, Llc03-31-2021Core S&p Ttl Stk24,395Increased8.690.262,235,000.0015.5091.62Form 13
Canton Hathaway, Llc03-31-2021Etf592Maintained0.000.0254,000.005.8891.22Form 13
Baldrige Asset Management Llc03-31-2021Core S&p Ttl Stk63,593Increased1.453.195,825,000.007.7791.60Form 13
Charles Schwab Trust Co03-31-2021Core S&p Ttl Stk4,172New!0.000.08387,000.000.0092.76Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open64,096Decreased-1.752.995,871,000.004.3791.60Form 13
Investors Financial Group, Llc03-31-2021Core S&p Ttl Stk3,973Increased38.770.21364,000.0047.3791.62Form 13
Wade Financial Advisory, Inc03-31-2021Core S&p Ttl Stk22,311Decreased-0.071.292,044,000.006.1891.61Form 13
Mcnaughton Wealth Management, Llc03-31-2021Core S&p Ttl Stk2,796Increased3.250.20256,000.009.8791.56Form 13
Vivid Financial Management, Inc.03-31-2021Core S&p Ttl Stk39,406Decreased-1.231.663,610,000.004.9491.61Form 13
N.e.w. Advisory Services Llc03-31-2021Core S&p Ttl Stk0Liquidated!-100.000.000.000.000.00Form 13
Gleason Group, Inc.03-31-2021Com136,060Decreased-2.644.9112,463,000.003.4491.60Form 13
Alliance Wealth Advisors, Llc03-31-2021Core S&p Ttl Stk0Liquidated!-100.000.000.000.000.00Form 13
Planning Alternatives Ltd /adv03-31-2021Core S&p Ttl Stk4,568New!0.000.07418,000.000.0091.51Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Equity Mutual F0Liquidated!-100.000.000.000.000.00Form 13
Pioneer Trust Bank N A/or03-31-2021Com22,700Decreased-1.940.592,079,000.004.1691.59Form 13
Optimum Investment Advisors03-31-2021Core S&p Ttl Stk8Increased60.000.001,000.000.00125.00Form 13
Mcdonald Partners Llc03-31-2021Core S&p Ttl Stk54,972Increased1.101.015,035,000.007.4091.59Form 13
Hall Laurie J Trustee03-31-2021Etf4,704Maintained0.000.17431,000.006.1691.62Form 13
Burt Wealth Advisors03-31-2021Core S&p Ttl Stk6,350Maintained0.000.21582,000.006.4091.65Form 13
Etf Portfolio Partners, Inc.03-31-2021Etf77,563Increased0.413.157,105,000.006.6891.60Form 13
New Capital Management Lp03-31-2021Core S&p Ttl Stk35,168Increased2.052.873,221,000.007.4491.59Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open111New!0.000.0010,000.000.0090.09Form 13
Cx Institutional03-31-2021Etp131Maintained0.000.0012,000.009.0991.60Form 13
Atticus Wealth Management, Llc03-31-2021Core S&p Ttl Stk1,037Maintained0.000.0595,000.006.7491.61Form 13
Symphony Financial, Ltd. Co.03-31-2021Core S&p Ttl Stk8,170Increased19.010.20767,000.0031.3493.88Form 13
Apella Capital, Llc03-31-2021Core S&p Ttl Stk4,024Maintained0.000.12369,000.006.3491.70Form 13
Pbmares Wealth Management Llc03-31-2021Core S&p Ttl Stk7,893Decreased-8.040.59723,000.00-2.3091.60Form 13
Wolff Wiese Magana Llc03-31-2021Core S&p Ttl Stk363Increased27.370.0333,000.0032.0090.91Form 13
Trust Co Of Vermont03-31-2021Com473Decreased-3.860.0044,000.004.76186.90Form 13
Country Trust Bank03-31-2021Etf - Equity9,580Maintained0.000.03878,000.006.3091.65Form 13
Motco03-31-2021Com388Decreased-33.330.0036,000.00-28.0092.78Form 13
Harbor Investment Advisory, Llc03-31-2021Etf3,902Decreased-1.810.05357,000.004.0891.49Form 13
Hanlon Investment Management, Inc.03-31-2021Core Sandp Ttl Stk32,215Maintained0.000.652,951,000.006.2391.60Form 13
Accredited Investors Inc.03-31-2021Core S&p Ttl Stk15,327Decreased-5.380.191,404,000.000.5091.60Form 13
Next Financial Group, Inc03-31-2021Core S&p Ttl Stk19,880Decreased-66.660.161,821,000.00-64.58182.20Form 13
Fort Pitt Capital Group, Llc03-31-2021Core S&p Ttl Stk44,718Decreased-1.370.184,096,000.004.7891.60Form 13
Bogart Wealth, Llc03-31-2021Etf1,710New!0.000.02157,000.000.0091.81Form 13
Stewardship Financial Advisors, Llc03-31-2021Core S&p Ttl Stk337Decreased-55.950.0131,000.00-53.0391.99Form 13
Valtinson Bruner Financial Planning Llc03-31-2021Core S&p Ttl Stk5,962Increased66.210.34572,000.0081.5995.94Form 13
Cra Financial Services, Llc03-31-2021Core S&p Ttl Stk2,215Maintained0.000.08203,000.000.0091.65Form 13
Hya Advisors, Inc03-31-2021Etf190,794Increased7.318.2517,477,000.0014.0191.60Form 13
Tennessee Valley Asset Management Partners03-31-2021Core S&p Ttl Stk15,335Decreased-24.090.361,405,000.00-19.3591.62Form 13
Bouvel Investment Partners, Llc03-31-2021Etf6,400Decreased-14.000.38586,000.00-8.7291.56Form 13
Ade, Llc03-31-2021Mf Closed And Mf Open616Maintained0.000.0656,000.005.6690.91Form 13
Fenimore Asset Management Inc03-31-2021Etf4,500Maintained0.000.01412,000.006.1991.56Form 13
Pinnacle Financial Partners Inc03-31-2021Core S&p Ttl Stk5,843Increased55.610.02535,000.0065.1291.56Form 13
Wbh Advisory Inc03-31-2021Core S&p Ttl Stk110,768Increased0.381.6410,146,000.003.0591.60Form 13
Blb&b Advisors, Llc03-31-2021Core S&p Ttl Stk233,255Decreased-1.321.6821,366,000.004.8491.60Form 13
Bartlett & Co. Llc03-31-2021Etf5,226Decreased-1.880.01479,000.004.3691.66Form 13
Compass Ion Advisors, Llc03-31-2021Core S&p Ttl Stk9,962Increased0.320.38913,000.006.6691.65Form 13
Financial Consulate, Inc03-31-2021Core S&p Ttl Stk19,570Maintained0.000.731,793,000.006.2891.62Form 13
Rfg Advisory, Llc03-31-2021Core S&p Ttl Stk9,974Decreased-11.790.10914,000.00-8.4291.64Form 13
Adviceperiod, Llc03-31-2021Core S&p Ttl Stk354,687Decreased-2.212.3032,000.00-99.900.09Form 13
Sugarloaf Wealth Management, Llc03-31-2021Core S&p Ttl Stk103Decreased-99.943.7912,658,000.00-8.57122,893.20Form 13
Ifg Advisory, Llc03-31-2021Mf Closed And Mf Open4,175Increased42.640.05382,000.0051.5991.50Form 13
Landsberg, Bennett, & Dubbaneh Llc03-31-2021Core S&p Ttl Stk3,224Increased21.800.04299,000.0031.1492.74Form 13
Lantz Financial Llc03-31-2021Core S&p Ttl Stk3,135Maintained0.000.16287,000.006.3091.55Form 13
Aurora Private Wealth, Inc.03-31-2021Core S&p Ttl Stk3,268Maintained0.000.12299,000.006.0391.49Form 13
International Assets Investment Management, Llc03-31-2021Core S&p Ttl Stk2,163Maintained0.000.02186,000.000.0085.99Form 13
Galvin, Gaustad & Stein, Llc03-31-2021Core S&p Ttl Stk4,461Decreased-8.230.04409,000.00-2.3991.68Form 13
Sym Financial Corp03-31-2021Core S&p Ttl Stk0Liquidated!-100.000.000.000.000.00Form 13
Creative Financial Designs Inc /adv03-31-2021Etf6,692Increased64.910.12613,000.00100.3391.60Form 13
Telemus Capital, Llc03-31-2021Core S&p Ttl Stk5,096Maintained0.000.03478,000.008.8893.80Form 13
Private Ocean, Llc03-31-2021Etf764Decreased-53.330.0170,000.00-50.3591.62Form 13
Gemmer Asset Management Llc03-31-2021Core S&p Ttl Stk1,459Decreased-0.820.02134,000.005.5191.84Form 13
V Wealth Advisors Llc03-31-2021Core S&p Ttl Stk2,875Decreased-2.640.05263,000.003.14168.46Form 13
Cfo4life Group, Llc03-31-2021Core S&p Ttl Stk4,600Maintained0.000.10421,000.006.0591.52Form 13
Facet Wealth, Inc.03-31-2021Core S&p Ttl Stk154,945Decreased-10.172.5014,193,000.00-4.5791.60Form 13
Mcguire Investment Group, Llc03-31-2021Core S&p Ttl Stk6,378Increased0.950.12584,000.007.1691.56Form 13
Personal Wealth Partners03-31-2021Core S&p Ttl Stk6,626Decreased-16.360.27607,000.00-11.1391.61Form 13
Fortem Financial Group, Llc03-31-2021Core S&p Ttl Stk0Liquidated!-100.000.000.000.000.00Form 13
Viewpoint Investment Partners Corp03-31-2021Ishares Core S&p Total U.s.23,690Increased9.471.652,170,000.0044.3891.60Form 13
Great Valley Advisor Group, Inc.03-31-2021Core S&p Ttl Stk32,053Increased45.370.282,936,000.0054.4591.60Form 13
Beacon Financial Advisory Llc03-31-2021Core S&p Ttl Stk16,215Increased2.220.851,485,000.008.6391.58Form 13
Klaas Financial Asset Advisors, Llc03-31-2021Exchange Traded Fund717,312Increased3.719.9965,706,000.0010.1891.60Form 13
Cordant, Inc.03-31-2021Core S&p Ttl Stk11,235Decreased-2.370.671,029,000.003.7391.59Form 13
Alta Wealth Advisors Llc03-31-2021Core S&p Ttl Stk11,459Decreased-0.030.881,050,000.006.2891.63Form 13
Intrack Investment Management Inc03-31-2021Core S&p Ttl Stk2,600Maintained0.000.00238,000.006.2591.54Form 13