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NewIncreasedMaintainedDecreasedLiquidated
24143437
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Park National Corp /oh/12-31-2020Com3,200Increased300.000.01226,000.0013.0070.62Form 13
Carroll Financial Associates, Inc.12-31-2020Etf7,734Increased263.270.04545,000.002.4470.47Form 13
True Private Wealth Advisors12-31-2020U.s. Cnsm Sv Etf1,620Increased300.000.02114,000.0012.8770.37Form 13
Huntington National Bank12-31-2020Exchange Traded11,266Increased276.290.01794,000.006.01140.49Form 13
Central Bank & Trust Co12-31-2020Common Stock408Increased300.000.0129,000.0011.5471.08Form 13
North Star Investment Management Corp.12-31-2020Etf4,400Increased300.000.03310,000.0012.7370.45Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)12-31-2020Com14,804Increased294.980.371,044,000.0011.4270.52Form 13
Brookstone Capital Management12-31-2020U.s. Cnsm Sv Etf0Liquidated!-100.000.000.000.000.00Form 13
Sowell Financial Services Llc12-31-2020Etf5,098Increased6883.560.02359,000.001,894.4470.42Form 13
Global Retirement Partners, Llc12-31-2020U.s. Cnsm Sv Etf184Increased300.000.0013,000.008.3370.65Form 13
Davenport & Co Llc12-31-2020Etf13,648Increased394.310.01962,000.0039.4270.49Form 13
Kovack Advisors, Inc.12-31-2020Etf3,816New!0.000.04269,000.000.0070.49Form 13
Pflug Koory, Llc12-31-2020U.s. Cnsm Sv Etf136Increased300.000.0110,000.0011.1173.53Form 13
Advisors Management Group Inc /adv12-31-2020U.s. Cnsm Sv Etf3,814Increased299.790.11269,000.0013.0370.53Form 13
Baystate Wealth Management Llc12-31-2020Etf180Increased300.000.0013,000.0018.1872.22Form 13
Patriot Financial Group Insurance Agency, Llc12-31-2020Etf48Increased300.000.003,000.000.0062.50Form 13
Sowa Financial Group, Inc.12-31-2020U.s. Cnsm Sv Etf3,904Increased291.970.19275,000.0026.1570.44Form 13
Rowland Carmichael Advisors Inc /adv12-31-2020U.s. Cnsm Sv Etf2,120Increased300.000.05149,000.0028.4570.28Form 13
Patten & Patten Inc/tn12-31-2020Com7,772Increased279.490.05548,000.007.0370.51Form 13
Genesee Capital Advisors, Llc12-31-2020U.s. Cnsm Sv Etf10,728Increased187.540.50756,000.00-18.8870.47Form 13
Minichmacgregor Wealth Management, Llc12-31-2020U.s. Cnsm Sv Etf130,427Increased312.403.759,195,000.0016.3070.50Form 13
Lexaurum Advisors, Llc12-31-2020U.s. Cnsm Sv Etf3,548Increased300.000.09250,000.0012.6170.46Form 13
Wj Wealth Management, Llc12-31-2020U.s. Cnsm Sv Etf15,720Increased292.513.451,108,000.0010.6970.48Form 13
Kestra Advisory Services, Llc12-31-2020U.s. Cnsm Sv Etf23,436Increased80713.790.021,648,000,000.00176.5170,319.17Form 13
Capital Investment Advisors, Llc12-31-2020U.s. Cnsm Sv Etf9,994Increased306.100.03705,000.0014.6370.54Form 13
Cascade Investment Advisors, Inc.12-31-2020U.s. Cnsm Sv Etf700Increased300.000.0449,350,000.0012.7970,500.00Form 13
Janney Montgomery Scott Llc12-31-2020Etf/closed End11,392Increased320.520.00803,000.0018.6170.49Form 13
Ifp Advisors, Inc12-31-2020Stock2,731Maintained0.000.01191,000.000.0069.94Form 13
Beacon Financial Advisory Llc12-31-2020U.s. Cnsm Sv Etf4,450Increased358.290.20313,000.0029.3470.34Form 13
Centaurus Financial, Inc.12-31-2020U.s. Cnsm Sv Etf2,340Increased87.650.02165,000.00-47.1270.51Form 13
Spinnaker Trust12-31-2020Equities13,928Increased300.000.08981,000.0012.7670.43Form 13
Redhawk Wealth Advisors, Inc.12-31-2020U.s. Cnsm Sv Etf5,153Increased265.980.09363,000.003.1270.44Form 13
Allworth Financial Lp12-31-2020U.s. Cnsm Sv Etf40Increased300.000.003,000.000.0075.00Form 13
Ironwood Financial, Llc12-31-2020U.s. Cnsm Sv Etf192Increased300.000.0114,000.0016.6772.92Form 13
Csenge Advisory Group12-31-2020U.s. Cnsm Sv Etf8,071Increased305.170.07569,000.0014.2670.50Form 13
Sym Financial Corp12-31-2020U.s. Cnsm Sv Etf646Increased301.240.0346,000.0015.0071.21Form 13
Planning Directions Inc12-31-2020U.s. Cnsm Sv Etf6,379Increased278.800.36450,000.0021.9570.54Form 13
Cwm, Llc12-31-2020U.s. Cnsm Sv Etf9,148Increased671.980.01645,000.00117.9170.51Form 13
Gwm Advisors Llc12-31-2020Mf Closed And Mf Open14,207Increased288.810.031,002,000.009.7570.53Form 13
Stonebridge Financial Planning Group, Llc12-31-2020Common Stock52,128Increased321.202.333,675,000.0034.1770.50Form 13
Mtm Investment Management, Llc12-31-2020U.s. Cnsm Sv Etf1,284New!0.000.0691,000.000.0070.87Form 13
Dowling & Yahnke Llc12-31-2020U.s. Cnsm Sv Etf4,560Increased300.000.02321,000.0012.6370.39Form 13
Stillwater Capital Advisors, Llc12-31-2020U.s. Cnsm Sv Etf42,743Increased299.580.583,013,000.0012.6870.49Form 13
Gemmer Asset Management Llc12-31-2020Etf987Increased301.220.0170,000.0012.9070.92Form 13
Howard Capital Management Inc.12-31-2020Com505,780Increased318.887.1335,789,000.0018.5570.76Form 13
Garrison Point Advisors, Llc12-31-2020U.s. Cnsm Sv Etf15,970Increased301.460.911,126,000.0013.1770.51Form 13
Capstone Triton Financial Group, Llc12-31-2020Etf1,464New!0.000.06103,000.000.0070.36Form 13
First Merchants Corp12-31-2020Etf Large Cap/multi-cap3,380Increased300.000.02238,000.0012.8070.41Form 13
Sonata Capital Group Inc12-31-2020Etf12,296Increased327.840.43867,000.0020.5870.51Form 13
Whittier Trust Co Of Nevada Inc12-31-2020Us Large-cap Equities5,520Increased300.000.02389,000.0012.7570.47Form 13
Spc Financial, Inc.12-31-2020U.s. Cnsm Sv Etf296,752Increased302.392.9420,921,000.0013.4770.50Form 13
Creative Planning12-31-2020U.s. Cnsm Sv Etf5,316Increased267.380.00375,000.003.5970.54Form 13
Central Trust Co12-31-2020Mutual Funds -200Increased300.000.5714,000.007.6970.00Form 13
Alphamark Advisors, Llc12-31-2020Etf5,320New!0.009.99375,000.000.0070.49Form 13
San Francisco Sentry Investment Group (ca)12-31-2020U.s. Cnsm Sv Etf1,000Increased300.000.0371,000.0012.7071.00Form 13
Ae Wealth Management Llc12-31-2020U.s. Cnsm Sv Etf30,384Increased370.850.022,142,000.0032.8070.50Form 13
First Citizens Financial Corp12-31-2020Exchange Traded Fund58,733Increased303.163.614,141,000.0013.7070.51Form 13
Envestnet Asset Management Inc12-31-2020U.s. Cnsm Sv Etf248,948Increased381.580.0117,550,000.0035.7970.50Form 13
Wespac Advisors, Llc12-31-2020U.s. Cnsm Sv Etf0Liquidated!-100.000.000.000.000.00Form 13
Acg Wealth12-31-2020U.s. Cnsm Sv Etf3,226Increased183.730.03227,000.00-20.0770.37Form 13
Well Done, Llc12-31-2020Etf12,551Increased274.770.22885,000.005.7370.51Form 13
Wespac Advisors Socal, Llc12-31-2020U.s. Cnsm Sv Etf8,426Increased242.520.24594,000.00-6.4670.50Form 13
Glenview Trust Co12-31-2020U.s. Cnsm Sv Etf10,968Increased295.670.04773,000.0011.54133.00Form 13
Bedel Financial Consulting, Inc.12-31-2020U.s. Cnsm Sv Etf220Increased300.000.0116,000.0014.2972.73Form 13
Royal Fund Management, Llc12-31-2020U.s. Cnsm Sv Etf0Liquidated!-100.000.000.000.000.00Form 13
Flagship Private Wealth, Llc12-31-2020Etf421New!0.009.9929,174,000.000.0069,296.91Form 13
Sandy Spring Bank12-31-2020U.s. Cnsm Sv Etf1,760Increased300.000.01124,000.0012.7370.45Form 13
Winslow, Evans & Crocker, Inc.12-31-2020U.s. Cnsm Sv Etf1,392New!0.000.0298,000.000.0070.40Form 13
Barber Financial Group, Inc.12-31-2020U.s. Cnsm Sv Etf2,956Increased134.980.04208,000.00-33.9770.37Form 13
Brightworth12-31-2020U.s. Cnsm Sv Etf3,044New!0.000.02215,000.000.0070.63Form 13
Sugarloaf Wealth Management, Llc12-31-2020U.s. Cnsm Sv Etf592Increased300.000.0142,000.0013.5170.95Form 13
Kesler, Norman & Wride, Llc12-31-2020U.s. Cnsm Sv Etf91,688New!0.001.806,464,000.000.0070.50Form 13
Pettyjohn, Wood & White, Inc12-31-2020U.s. Cnsm Sv Etf5,628Increased300.000.10397,000.0012.7870.54Form 13
Advisornet Financial, Inc12-31-2020Etf502Increased301.600.0035,000.0012.9069.72Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Sv Etf69,619Increased492.359.994,908,000.0067.0570.50Form 13
Orion Portfolio Solutions, Llc12-31-2020U.s. Cnsm Sv Etf15,969New!0.000.051,126,000.000.0070.51Form 13
Latitude Advisors, Llc12-31-2020U.s. Cnsm Sv Etf3,392New!0.000.21239,000.000.0070.46Form 13
Ferguson Wellman Capital Management, Inc12-31-2020Com94,420Increased293.010.176,657,000.0010.82141.09Form 13
Adell Harriman & Carpenter Inc12-31-2020Com10,632Increased300.009.99749,556,000.0012.7970,500.00Form 13
Ifrah Financial Services, Inc.12-31-2020U.s. Cnsm Sv Etf9,841Increased286.680.22694,000.009.1270.52Form 13
Next Financial Group, Inc12-31-2020U.s. Cnsm Sv Etf160Increased300.000.0011,000.0010.0068.75Form 13
Ropes Wealth Advisors Llc12-31-2020U.s. Cnsm Sv Etf340Increased300.000.0024,000.0014.2970.59Form 13
Chesapeake Wealth Management12-31-2020U.s. Cnsm Sv Etf6,392Increased299.500.16451,000.0012.75141.08Form 13
Phoenix Wealth Advisors12-31-2020U.s. Cnsm Sv Etf484New!0.000.0334,000.000.0070.25Form 13
Navellier & Associates Inc12-31-2020Com9,296Increased244.170.12655,000.00-2.9670.46Form 13
Quantitative Advantage, Llc12-31-2020U.s. Cnsm Sv Etf221,657Increased301.883.3015,627,000.0013.3370.50Form 13
Migdal Insurance & Financial Holdings Ltd.12-31-2020Etp45,135Increased311.930.043,182,000.0016.1770.50Form 13
Teamwork Financial Advisors, Llc12-31-2020U.s. Cnsm Sv Etf19,080Increased328.380.321,345,000.0020.7470.49Form 13
Simmons Bank12-31-2020Etf-stock15,588Increased283.940.081,099,000.0023.62140.96Form 13
Lumature Wealth Partners, Llc12-31-2020U.s. Cnsm Sv Etf800New!0.000.0556,000.000.0070.00Form 13
Fmr Llc12-31-2020U.s. Cnsm Sv Etf5,332Increased315.260.00376,000.0033.8170.53Form 13
Whitener Capital Management, Inc.12-31-2020U.s. Cnsm Sv Etf14,080Increased300.000.45992,000.0012.7370.45Form 13
Commerce Bank12-31-2020U.s. Cnsm Sv Etf6,200Increased300.000.00437,000.0012.63141.06Form 13
Great Lakes Advisors, Llc12-31-2020Etf15,200Increased294.400.021,071,000.0011.10140.22Form 13
Equitable Holdings, Inc.12-31-2020U.s. Cnsm Sv Etf27,118Increased304.570.041,912,000.0014.0870.51Form 13
Sigma Planning Corp12-31-2020U.s. Cnsm Sv Etf2,898Decreased-49.160.01204,000.00-85.6870.39Form 13
Sawtooth Solutions, Llc12-31-2020U.s. Cnsm Sv Etf8,933Increased575.210.01630,000.0090.3370.53Form 13
Samalin Investment Counsel, Llc12-31-2020U.s. Cnsm Sv Etf4,836Increased300.000.22340,938,000.0012.7970,500.00Form 13
Advisory Services Network, Llc12-31-2020Etf77,664Increased367.290.225,475,000.0031.7770.50Form 13
Sunbelt Securities, Inc.12-31-2020U.s. Cnsm Sv Etf9,093Increased300.040.13641,000.0012.8570.49Form 13
Nikulski Financial, Inc.12-31-2020U.s. Cnsm Sv Etf15,530Increased361.930.601,095,000.0030.3670.51Form 13
Patriot Investment Management Inc.12-31-2020U.s. Cnsm Sv Etf5,595Increased208.260.06394,000.00-13.0270.42Form 13
Wells Fargo & Company/mn12-31-2020U.s. Cnsm Sv Etf690,101Increased305.280.0148,652,000.0014.28141.00Form 13
Ars Investment Partners, Llc12-31-2020U.s. Cnsm Sv Etf4,568Increased300.000.04322,000.0012.5970.49Form 13
Comerica Securities,inc.12-31-2020U.s. Cnsm Sv Etf9,017Increased278.550.05636,000.006.7170.53Form 13
Blair William & Co/il12-31-2020U.s. Cnsm Sv Etf4,496Increased254.020.00317,000.0014.0370.51Form 13
Renaissance Technologies Llc12-31-2020U.s. Cnsm Sv Etf6,900New!0.000.00486,000.000.0070.43Form 13
Strategy Asset Managers Llc12-31-2020U.s. Cnsm Sv Etf5,556Increased335.760.09392,000.0022.8870.55Form 13
Assetmark, Inc12-31-2020Etf8Increased300.000.001,000.000.00125.00Form 13
Amg National Trust Bank12-31-2020U.s. Cnsm Sv Etf12,700Maintained0.000.03895,000.000.0070.47Form 13
Hightower Advisors, Llc12-31-2020U.s. Cnsm Sv Etf4,904Increased300.000.00345,000.0012.0170.35Form 13
Aptus Capital Advisors, Llc12-31-2020U.s. Cnsm Sv Etf220Decreased-13.730.0015,000.00-76.1968.18Form 13
Advisor Group Holdings, Inc.12-31-2020U.s. Cnsm Sv Etf241,519Increased301.900.0417,028,000.0013.35566.10Form 13
Bank Of America Corp /de/12-31-2020U.s. Cnsm1,446,094Increased319.790.01101,949,000.0035.12352.37Form 13
Mid Atlantic Financial Management Inc/adv12-31-2020U.s. Cnsm Sv Etf2,885New!0.000.02203,000.000.0070.36Form 13
Stephens Inc /ar/12-31-2020U.s. Cnsm Sv Etf6,277Increased301.090.01443,000.0029.1570.58Form 13
South State Corp12-31-2020Other320Increased300.000.0023,000.0015.0071.88Form 13
Clifford Swan Investment Counsel Llc12-31-2020Etf4,000Increased300.000.01282,000.0012.8070.50Form 13
Scotia Capital Inc.12-31-2020U.s. Cnsm Sv Etf5,887Increased286.290.00415,000.008.9270.49Form 13
Cerity Partners Llc12-31-2020Etf7,200Increased300.000.02508,000.0012.8970.56Form 13
Ubs Group Ag12-31-2020U.s. Cnsm Sv Etf506,485Increased293.580.0135,707,000.0010.98141.01Form 13
Mutual Advisors, Llc12-31-2020U.s. Cnsm Sv Etf23,220Increased163.180.121,637,000.00-15.2770.50Form 13
Steward Partners Investment Advisory, Llc12-31-2020Exchange Traded Funds (country Baskets/ishares) - Domestic32,925Increased285.720.052,321,000.008.7670.49Form 13
Oder Investment Management, Llc12-31-2020U.s. Cnsm Sv Etf632New!0.000.0445,000.000.0071.20Form 13
Commonwealth Equity Services, Llc12-31-2020U.s. Cnsm Sv Etf44,266Increased325.390.013,120,000.0019.9570.48Form 13
Oppenheimer & Co Inc12-31-2020U.s. Cnsm Sv Etf4,508Increased177.590.01318,000.00-10.6770.54Form 13
Citigroup Inc12-31-2020U.s. Cnsm Sv Etf7,843Increased316.960.00553,000.0017.6670.51Form 13
Bank Of Nova Scotia12-31-2020U.s. Cnsm Sv Etf10,312Increased300.000.00725,000.0012.4070.31Form 13
Tompkins Financial Corp12-31-2020Us Large-cap Equities0Liquidated!-100.000.000.000.000.00Form 13
Eubel Brady & Suttman Asset Management Inc12-31-2020Etf4,000Increased300.000.07282,000.0012.8070.50Form 13
Raymond James & Associates12-31-2020U.s. Cnsm Sv Etf92,596Increased337.620.016,528,000.0023.4070.50Form 13
Northwestern Mutual Wealth Management Co12-31-2020U.s. Cnsm Sv Etf182,027Increased321.310.0312,833,000.0018.8070.50Form 13
J.w. Cole Advisors, Inc.12-31-2020U.s. Cnsm Sv Etf13,781Increased1599.260.10972,000.00378.8270.53Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020U.s. Cnsm Sv Etf170,440Increased347.200.0312,017,000.0026.0670.51Form 13
Prospera Financial Services Inc12-31-2020U.s. Cnsm Sv Etf73,925Increased302.140.365,212,000.0013.4070.50Form 13
Sullivan, Bruyette, Speros & Blaney, Llc12-31-2020U.s. Cnsm Sv Etf3,728Increased300.000.01263,000.0012.8870.55Form 13
Dakota Wealth Management12-31-2020U.s. Cnsm Sv Etf10,272Increased300.000.09724,000.0012.7770.48Form 13
Bdo Wealth Advisors, Llc12-31-2020U.s. Cnsm Sv Etf740Increased300.000.0152,000.0013.0470.27Form 13
Banco De Sabadell, S.a12-31-2020U.s. Cnsm Sv Etf171,993New!0.001.2812,103,000.000.0070.37Form 13
Rockefeller Capital Management L.p.12-31-2020U.s. Cnsm Sv Etf484Increased300.000.0034,000.0025.9370.25Form 13
Wealthbridge Capital Management, Llc12-31-2020Etf11,067Increased304.050.34780,000.0060.8270.48Form 13
Cadent Capital Advisors, Llc12-31-2020U.s. Cnsm Sv Etf83,609New!0.002.905,894,000.000.0070.49Form 13
M&t Bank Corp12-31-2020U.s. Cnsm Sv Etf8,420Increased300.000.00594,000.0012.93141.16Form 13
Mml Investors Services, Llc12-31-2020U.s. Cnsm Sv Etf37,212Increased334.260.032,623,000.0039.7470.49Form 13
Pnc Financial Services Group, Inc.12-31-2020U.s. Cnsm Sv E5,000Increased300.000.00353,000.0028.83141.27Form 13
Stifel Financial Corp12-31-2020U.s. Cnsm Sv Etf85,677Increased323.430.016,040,000.0019.37211.37Form 13
Ameriprise Financial Inc12-31-2020Com113,581Increased169.230.008,007,000.00-13.35212.28Form 13
Credit Suisse Ag/12-31-2020U.s. Cnsm Sv Etf0Liquidated!-100.000.000.000.000.00Form 13
Montag A & Associates Inc12-31-2020U.s. Cnsm Sv Etf296New!0.000.0021,000.000.0070.95Form 13
Goldman Sachs Group Inc12-31-2020Cmn78,613Increased142.580.005,542,000.00-21.9270.50Form 13
Bank Of Montreal /can/12-31-2020U.s. Cnsm Sv Etf58,427Increased3460.450.004,153,000.00910.4671.08Form 13
Royal Bank Of Canada12-31-2020U.s. Cnsm Sv Etf257,348Increased208.360.0018,143,000.00-13.05282.44Form 13
Coldstream Capital Management Inc12-31-2020U.s. Cnsm Sv Etf22,000New!0.000.091,551,000.000.0070.50Form 13
Bank Of New York Mellon Corp12-31-2020U.s.0Liquidated!-100.000.000.000.000.00Form 13
First Republic Investment Management, Inc.12-31-2020U.s. Cnsm Sv Etf4,616Increased300.000.00325,000.0012.4670.41Form 13
Citadel Advisors Llc12-31-2020U.s. Cnsm Sv Etf28,865New!0.000.002,035,000.000.0070.50Form 13
Benjamin F. Edwards & Company, Inc.12-31-2020U.s. Cnsm Sv Etf6,114Increased340.810.03431,000.0024.2170.49Form 13
Susquehanna International Group, Llp12-31-2020U.s. Cnsm Sv Etf27,991Increased243.070.001,973,000.00-3.2870.49Form 13
Freestone Capital Holdings, Llc12-31-2020U.s. Cnsm Sv Etf960Increased300.000.0067,680,000.0012.7970,500.00Form 13
Captrust Financial Advisors12-31-2020Etf336Increased761.540.0024,000.00140.0071.43Form 13
Tower Research Capital Llc (trc)12-31-2020U.s. Cnsm Sv Etf120Increased300.000.008,000.000.0066.67Form 13
Qube Research & Technologies Ltd12-31-2020U.s. Cnsm Sv Etf72,849Maintained0.000.075,136,000.000.0070.50Form 13
Kore Private Wealth Llc12-31-2020U.s. Cnsm Sv Etf4,752Increased436.340.05335,000.0072.6870.50Form 13
Laidlaw Wealth Management Llc12-31-2020U.s. Cnsm Sv Etf8,040Increased310.830.12567,000.0015.9570.52Form 13
Green Harvest Asset Management Llc12-31-2020U.s. Cnsm Sv Etf43,356New!0.001.013,057,000.000.0070.51Form 13
Interchange Capital Partners, Llc12-31-2020U.s. Cnsm Sv Etf3,470New!0.000.13244,000.000.0070.32Form 13
Thrivent Financial For Lutherans12-31-2020U.s. Cnsm Sv Etf4,801Increased308.250.00338,000.0014.9770.40Form 13
Fifth Third Bancorp12-31-2020U.s. Cnsm Sv Etf2,436Increased300.000.00172,000.0013.1670.61Form 13
Morgan Stanley12-31-2020U.s. Cnsm Sv Etf1,395,474Increased302.410.0298,381,000.0029.53141.25Form 13
Baker Avenue Asset Management, Lp12-31-2020Etf10,533Increased264.210.05742,000.002.6370.45Form 13
Imc-chicago, Llc12-31-2020U.s. Cnsm Sv Etf12,920Decreased-16.620.00911,000.00-76.4870.51Form 13
United Capital Financial Advisers, Llc12-31-2020Exchange Traded Fund85,576Increased309.490.046,033,000.0015.4670.50Form 13
Cetera Advisors Llc12-31-2020U.s. Cnsm Sv Etf0Liquidated!-100.000.000.000.000.00Form 13
Cetera Advisor Networks Llc12-31-2020U.s. Cnsm Sv Etf2,865Increased312.820.00202,000.0032.8970.51Form 13
Cetera Investment Advisers12-31-2020U.s. Cnsm Sv Etf124,516New!0.000.178,778,000.000.0070.50Form 13
Iht Wealth Management, Llc12-31-2020U.s. Cnsm Sv Etf7,535Increased300.800.04531,000.0012.9870.47Form 13
Ep Wealth Advisors, Llc12-31-2020U.s. Cnsm Sv Etf9,141Increased257.910.02644,000.000.7870.45Form 13
Truist Financial Corp12-31-2020U.s. Cnsm Sv Etf56,312New!0.000.013,971,000.000.00211.65Form 13
Jpmorgan Chase & Co12-31-2020Fund10,655Maintained0.000.00751,000.000.0070.48Form 13
Fulcrum Equity Management12-31-2020U.s. Cnsm Sv Etf16,811Increased261.450.471,185,000.001.8970.49Form 13
Front Row Advisors Llc12-31-2020Etf2,000Increased300.000.07141,000.0028.1870.50Form 13