J P Morgan Exchange-traded F

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J P Morgan Exchange-traded F

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NewIncreasedMaintainedDecreasedLiquidated
759313117
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Advocacy Wealth Management Services, Llc09-30-2021Etf628New!0.000.0137,000.000.0058.92Form 13
Lowe Wealth Advisors, Llc09-30-2021Etf8,285New!0.000.23494,000.000.0059.63Form 13
Ifp Advisors, Inc09-30-2021Cef6,701Increased1240.200.01401,000.001,236.6759.84Form 13
Mascoma Wealth Management Llc09-30-2021Etf22,704Maintained0.000.521,353,000.000.0059.59Form 13
Cooper Financial Group09-30-2021Equity Premium9,387New!0.000.12560,000.000.0059.66Form 13
Richard P Slaughter Associates Inc09-30-2021Equity Premium164,096New!0.003.889,781,000.000.0059.61Form 13
Envestnet Asset Management Inc09-30-2021Equity Premium657,552Increased318.110.0239,197,000.00311.4759.61Form 13
Global Trust Asset Management, Llc09-30-2021Equity Premium3,422Increased0.380.09204,000.00-0.9759.61Form 13
Wedbush Securities Inc09-30-2021Com12,725Increased253.969.99759,000.00248.1759.65Form 13
Hbw Advisory Services Llc09-30-2021Equity Premium4,259New!0.000.07254,000.000.0059.64Form 13
Modus Advisors, Llc09-30-2021Etf8,772Increased88.440.23523,000.0085.4659.62Form 13
Harbor Investment Advisory, Llc09-30-2021Etf7,947Increased54.040.06474,000.0051.9259.65Form 13
Koshinski Asset Management, Inc.09-30-2021Equity Premium47,036Increased165.910.242,803,825,000.00261,695.0559,610.19Form 13
First Premier Bank09-30-2021Equity Premium10,900Increased263.330.18650,000.00257.1459.63Form 13
Crescent Capital Consulting, Llc09-30-2021Exchange Traded Fund36,000New!0.000.392,146,000.000.0059.61Form 13
Level Four Advisory Services, Llc09-30-2021Equity Premium17,023New!0.000.111,015,000.000.0059.63Form 13
Kmg Fiduciary Partners, Llc09-30-2021Equity Premium3,466New!0.000.04207,000.000.0059.72Form 13
Cva Family Office, Llc09-30-2021Equity Premium0Liquidated!-100.000.000.000.000.00Form 13
Level Four Financial, Llc09-30-2021Equity Premium10,025Increased34.560.26598,000.0032.5959.65Form 13
Capital Investment Advisors, Llc09-30-2021Equity Premium210,313Increased381.240.4212,537,000.00373.6359.61Form 13
Bruderman Asset Management, Llc09-30-2021Equity Premium12,453Maintained0.000.19742,000.000.0059.58Form 13
Andesa Financial Management Inc.09-30-2021Equity Premium36,943Decreased-13.451.202,204,000.00-14.7159.66Form 13
Mjp Associates Inc /adv09-30-2021Equity Premium13,930Increased2.750.28830,000.001.1059.58Form 13
Marino, Stram & Associates Llc09-30-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Vicus Capital09-30-2021Etf13,094New!0.000.13781,000.000.0059.65Form 13
Clear Creek Financial Management, Llc09-30-2021Equity Premium4,670Increased12.530.04278,000.0010.7659.53Form 13
Beam Asset Management, Llc09-30-2021Equity Premium10,812New!0.000.55645,000.000.0059.66Form 13
Iam Advisory, Llc09-30-2021Etf4,646Maintained0.000.12279,000.000.0060.05Form 13
Davenport & Co Llc09-30-2021Equity Premium9,465New!0.000.00564,000.000.0059.59Form 13
Advisornet Financial, Inc09-30-2021Etf1,000Decreased-37.770.0060,000.00-38.1460.00Form 13
Next Financial Group, Inc09-30-2021Equity Premium42,245Increased147.210.202,518,000.00143.2959.60Form 13
Fortem Financial Group, Llc09-30-2021Equity Premium3,815New!0.000.12227,000.000.0059.50Form 13
Fifth Third Bancorp09-30-2021Equity Premium1,174Increased291.330.0070,000.00288.8959.63Form 13
Raymond James Trust N.a.09-30-2021Etf / Closed En9,358New!0.000.02558,000.000.0059.63Form 13
Gradient Investments Llc09-30-2021Equity Premium675,049New!0.001.1340,240,000.000.0059.61Form 13
Brandywine Oak Private Wealth Llc09-30-2021Equity Premium1,078New!0.000.554,730,000.000.004,387.76Form 13
Coastal Investment Advisors, Inc.09-30-2021Equity Premium16,976Increased227.790.241,012,000.00222.2959.61Form 13
Gemmer Asset Management Llc09-30-2021Equity Premium300New!0.000.0018,000.000.0060.00Form 13
Cambridge Advisors Inc.09-30-2021Equity Premium19,166Increased0.900.281,142,000.00-0.7859.58Form 13
Seelaus Asset Management Llc09-30-2021Equity Premium6,720Increased26.320.23401,000.0024.5359.67Form 13
Arkadios Wealth Advisors09-30-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Kestra Advisory Services, Llc09-30-2021Equity Premium78,739Increased87.790.054,694,000,000.0084.8059,614.68Form 13
Central Trust Co09-30-2021Mutual Funds -53,782Increased4496.759.993,206,000.004,415.4959.61Form 13
Tranquility Partners, Llc09-30-2021Equity Premium9,309Increased80.900.28555,000.0077.8859.62Form 13
Detalus Advisors, Llc09-30-2021Etf43,609Increased26.671.322,600,000.0024.7059.62Form 13
Johnson Bixby & Associates, Llc09-30-2021Equity Premium13,930New!0.000.13830,000.000.0059.58Form 13
Avantax Advisory Services, Inc.09-30-2021Equity Premium3,780New!0.000.00226,000.000.0059.79Form 13
Hanson & Doremus Investment Management09-30-2021Etf1,728New!0.009.99103,000.000.0059.61Form 13
Kestra Private Wealth Services, Llc09-30-2021Equity Premium16,739Increased2.370.06998,000,000.000.8159,621.24Form 13
Hudson Capital Management Llc09-30-2021Equity Premium27,780New!0.000.661,656,000.000.0059.61Form 13
Ellis Investment Partners, Llc09-30-2021Equity Premium22,141Increased16.620.331,319,000.0014.7059.57Form 13
Total Clarity Wealth Management, Inc.09-30-2021Equity Premium160New!0.000.0010,000.000.0062.50Form 13
Optimum Investment Advisors09-30-2021Equity Premium900New!0.000.0254,000.000.0060.00Form 13
Redmond Asset Management, Llc09-30-2021Equity Premium10,325Increased10.720.19615,000.008.8559.56Form 13
Allen Capital Group, Llc09-30-2021Equity Premium93,765Increased60.921.125,589,000.0058.3759.61Form 13
Yorkbridge Wealth Partners, Llc09-30-2021Etf5,500Increased7.840.08328,000.006.1559.64Form 13
Global Retirement Partners, Llc09-30-2021Equity Premium112New!0.000.007,000.000.0062.50Form 13
Outlook Wealth Advisors, Llc09-30-2021Com15,020Increased27.710.29895,000.0025.7059.59Form 13
Spire Wealth Management09-30-2021Equity Premium113,862Increased0.960.186,822,000.00-0.1259.91Form 13
Perigon Wealth Management, Llc09-30-2021Equity Premium0Liquidated!-100.000.000.000.000.00Form 13
Krilogy Financial Llc09-30-2021Equity Premium9,266Increased102.850.06552,000.0099.2859.57Form 13
Meridian Financial Partners Llc09-30-2021Equity Premium3,562New!0.000.14215,000.000.0060.36Form 13
Eudaimonia Partners, Llc09-30-2021Exchange Traded Fund50,686Increased117.230.543,021,000.00113.8059.60Form 13
J.w. Cole Advisors, Inc.09-30-2021Equity Premium0Liquidated!-100.000.000.000.000.00Form 13
Advisory Resource Group09-30-2021Equity Premium195,215Increased30.294.2911,637,000.0028.2359.61Form 13
Cordant, Inc.09-30-2021Equity Premium392New!0.000.0123,000.000.0058.67Form 13
Grant/grossmendelsohn, Llc09-30-2021Equity Premium140,772Increased620.616.938,734,000.00630.2762.04Form 13
Newbridge Financial Services Group, Inc.09-30-2021Equity Premium320New!0.000.0119,000.000.0059.38Form 13
Investment Advisory Services Inc /tx /adv09-30-2021Equity Premium6,142New!0.000.22366,000.000.0059.59Form 13
Atlas Capital Advisors Llc09-30-2021Us Large Cap19,662Increased20.749.991,172,051,000.0018.8359,609.96Form 13
Sigma Planning Corp09-30-2021Equity Premium36,086Increased57.880.062,151,000.0055.4259.61Form 13
Signaturefd, Llc09-30-2021Equity Premium111Increased70.770.007,000.0075.0063.06Form 13
Simplex Trading, Llc09-30-2021Com1,286Maintained0.000.0077,000.000.0059.88Form 13
New England Investment & Retirement Group, Inc.09-30-2021Etf108,737Decreased-1.761.496,482,000.00-3.3159.61Form 13
Dynamic Advisor Solutions Llc09-30-2021Equity Premium52,357Increased42.080.233,121,000.0039.8359.61Form 13
Community Bank, N.a.09-30-2021Etf/equity93,135Decreased-0.140.685,552,000.00-1.7059.61Form 13
Capital Investment Advisory Services, Llc09-30-2021Equity Premium1,000Maintained0.000.0160,000.00-1.6460.00Form 13
Ahrens Investment Partners Llc09-30-2021Equity Premium5,981Increased25.920.17357,000.0023.9659.69Form 13
Lehman & Derafelo Financial Resources Llc09-30-2021Equity Premium1,734Increased0.120.03103,000.00-1.9059.40Form 13
International Assets Investment Management, Llc09-30-2021Equity Premium34,164Increased40.580.351,946,000.0041.0156.96Form 13
M&t Bank Corp09-30-2021Equity Premium4,920New!0.000.00293,000.000.0059.55Form 13
Huntington National Bank09-30-2021Exchange Traded235New!0.000.0014,000.000.0059.57Form 13
Janney Montgomery Scott Llc09-30-2021Etf/closed End756,024Increased103.890.1945,067,000.00100.65119.22Form 13
Tci Wealth Advisors, Inc.09-30-2021Equity Premium90New!0.000.005,000.000.0055.56Form 13
Versant Capital Management, Inc09-30-2021Etf3,000Maintained0.000.06179,000.00-1.6559.67Form 13
Archer Investment Corp09-30-2021Etf1,500New!0.000.0389,415,000.000.0059,610.00Form 13
Wealth Management Partners, Llc09-30-2021Equity Premium5,595New!0.000.25334,000.000.0059.70Form 13
Bridge Advisory, Llc09-30-2021Equity Premium19,835Increased20.620.581,182,000.0018.6759.59Form 13
Emfo, Llc09-30-2021Equity Premium4,500Maintained0.000.24268,000.000.0059.56Form 13
Commonwealth Equity Services, Llc09-30-2021Equity Premium287,378Increased184.700.0417,130,000.00192.0259.61Form 13
Raymond James & Associates09-30-2021Equity Premium710,004Increased189.400.0442,323,000.00184.8159.61Form 13
Stockman Wealth Management, Inc.09-30-2021Equity Premium7,905Decreased-20.990.10471,000.00-22.2859.58Form 13
Cambridge Investment Research Advisors, Inc.09-30-2021F Equity Premium592,394Increased58.839.9935,313,000.0056.3159.61Form 13
Benjamin F. Edwards & Company, Inc.09-30-2021Equity Premium40New!0.000.002,000.000.0050.00Form 13
Raymond James Financial Services Advisors, Inc.09-30-2021Equity Premium48,507Increased62.910.012,892,000.0060.3159.62Form 13
Riverfront Investment Group, Llc09-30-2021Etf - Equity1,497,998Increased167.282.9889,295,000.00163.0559.61Form 13
Redhawk Wealth Advisors, Inc.09-30-2021Equity Premium29,998New!0.000.491,788,000.000.0059.60Form 13
Parallel Advisors, Llc09-30-2021Etf1,525New!0.000.0091,000.000.0059.67Form 13
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors09-30-2021Equity Premium38,822Increased1036.480.762,314,000.001,017.8759.61Form 13
Clearview Wealth Advisors Llc09-30-2021Etf1,944Decreased-55.170.07116,000.00-55.8959.67Form 13
Baker Tilly Wealth Management, Llc09-30-2021Equity Premium4,000New!0.000.03238,000.000.0059.50Form 13
Lee Financial Group Hawaii, Inc.09-30-2021Equity Premium6,898Increased57.600.30411,000.0055.0959.58Form 13
Accuvest Global Advisors09-30-2021Com11,717New!0.000.33698,000.000.0059.57Form 13
Day & Ennis, Llc09-30-2021Equity Premium48,053Increased28.670.992,864,000.0026.6159.60Form 13
Brookstone Capital Management09-30-2021Equity Premium33,722New!0.000.042,032,000.000.0060.26Form 13
Nvwm, Llc09-30-2021Etf5,493New!0.000.12327,000.000.0059.53Form 13
Wealth Dimensions Group, Ltd.09-30-2021Equity Premium10,033New!0.000.38598,000.000.0059.60Form 13
Herold Advisors, Inc.09-30-2021Equity Premium13,485New!0.000.31803,000.000.0059.55Form 13
Regions Financial Corp09-30-2021None6,125New!0.000.00365,000.000.0059.59Form 13
Sowell Financial Services Llc09-30-2021Stock12,384Decreased-14.780.05738,000.00-16.1459.59Form 13
Advanced Research Investment Solutions, Llc09-30-2021Equity Premium2,261New!0.000.07134,778,000.000.0059,609.91Form 13
Strategic Asset Management, Llc09-30-2021Equity Premium Income Etf373New!0.000.0323,000.000.0061.66Form 13
Independent Wealth Network Inc.09-30-2021Equity Premium5,607New!0.000.23346,000.000.0061.71Form 13
Pennsylvania Capital Management Inc /adv09-30-2021Equity Premium23,399Increased213.370.651,452,000.00219.12124.23Form 13
Sandy Spring Bank09-30-2021Equity Premium43,474Increased204.160.142,591,000.00199.1959.60Form 13
Baystate Wealth Management Llc09-30-2021Etf3,714Increased1.610.02221,000.000.0059.50Form 13
Regal Investment Advisors Llc09-30-2021Equity Premium8,100New!0.000.05483,000.000.0059.63Form 13
Advisory Services Network, Llc09-30-2021Etf3,665Increased405.520.01218,000.00395.4559.48Form 13
Moors & Cabot, Inc.09-30-2021Equity Premium10,000Decreased-19.250.0010,000.00-98.671.00Form 13
Advisor Group Holdings, Inc.09-30-2021Equity Premium359,464Increased106.810.0421,436,000.00103.69536.81Form 13
Resources Investment Advisors, Llc.09-30-2021Equity Premium3,499New!0.008.29209,000.000.0059.73Form 13
Tru Independence Asset Management 2, Llc09-30-2021Equity Premium8,923New!0.000.38532,000.000.0059.62Form 13
Lincoln National Corp09-30-2021Equity Premium14,685Increased296.680.02875,000.00290.6259.58Form 13
Pnc Financial Services Group, Inc.09-30-2021Equity Premium528Increased5.600.0031,000.003.3358.71Form 13
Brinker Capital Investments, Llc09-30-2021Equity Premium61,350Increased1.640.063,657,000.000.0359.61Form 13
Ipg Investment Advisors Llc09-30-2021Equity Premium4,975Increased34.460.09296,560,000.0032.3359,610.05Form 13
Trustcore Financial Services, Llc09-30-2021Equity Premium100Maintained0.000.006,000.000.0060.00Form 13
Marcum Wealth, Llc09-30-2021Equity Premium11,361Increased118.610.11677,000.00114.9259.59Form 13
Montag A & Associates Inc09-30-2021Equity Premium930Increased120.900.0055,000.00120.0059.14Form 13
Parsons Capital Management Inc/ri09-30-2021Equity Premium5,665Increased21.570.03338,000.0019.8659.66Form 13
Nottingham Advisors, Inc.09-30-2021Equity Premium152,111Increased9.640.919,103,000.008.3259.84Form 13
Nelson Capital Management, Llc09-30-2021Equity Premium29,038Increased8.230.341,731,000.006.5259.61Form 13
Peregrine Asset Advisers, Inc.09-30-2021Equity Premium60,527Increased5.101.843,608,000.003.4459.61Form 13
Hudock, Inc.09-30-2021Equity Premium617Increased216.410.0136,000.00227.2758.35Form 13
Jfs Wealth Advisors, Llc09-30-2021Equity Premium200New!0.000.0012,000.000.0060.00Form 13
55i, Llc09-30-2021Equity Premium16,857Increased41.630.031,005,000.0039.3959.62Form 13
We Are One Seven, Llc09-30-2021Equity Premium77,501Increased97.850.614,804,000.00102.4461.99Form 13
Prime Capital Investment Advisors, Llc09-30-2021Etf28,887Decreased-35.030.111,722,000.00-36.0659.61Form 13
Indie Asset Partners, Llc09-30-2021Equity Premium10,525Increased80.690.51627,000.0077.6259.57Form 13
Concourse Financial Group Securities, Inc.09-30-2021Equity Premium17,239Increased20.750.061,028,000.0018.8459.63Form 13
Essex Financial Services, Inc.09-30-2021Etf3,905New!0.000.03233,000.000.0059.67Form 13
Avidian Wealth Solutions, Llc09-30-2021Equity Premium10,800Increased100.000.05644,000.0096.9459.63Form 13
Kistler-tiffany Companies, Llc09-30-2021Equity Premium780New!0.000.0146,000.000.0058.97Form 13
Winch Advisory Services, Llc09-30-2021Etf69New!0.000.004,000.000.0057.97Form 13
Orion Portfolio Solutions, Llc09-30-2021Equity Premium9,609Decreased-2.510.02573,000.00-4.0259.63Form 13
State Farm Mutual Automobile Insurance Co09-30-2021Equity Premium10,000New!0.000.00599,000.000.0059.90Form 13
Us Bancorp \de\09-30-2021Other116New!0.000.007,000.000.0060.34Form 13
Citigroup Inc09-30-2021Equity Premium39,132Increased19466.000.002,333,000.0019,341.6759.62Form 13
Mercer Global Advisors Inc /adv09-30-2021Equity Premium27,713Increased46.340.011,652,000.0044.0359.61Form 13
Smithfield Trust Co09-30-2021Equity Premium430New!0.000.0026,000.000.0060.47Form 13
Bessemer Group Inc09-30-2021Fet0Liquidated!-100.000.000.000.000.00Form 13
Evermay Wealth Management Llc09-30-2021Equity Premium5,338Decreased-34.630.06323,000.00-33.6860.51Form 13
Nations Financial Group Inc, /ia/ /adv09-30-2021Etf3,801New!0.000.03227,000.000.0059.72Form 13
Royal Bank Of Canada09-30-2021Equity Premium643,829Increased163.360.0138,378,000.00159.19297.53Form 13
Sand Hill Global Advisors, Llc09-30-2021Equity Premium5,194New!0.000.02310,000.000.0059.68Form 13
First Foundation Advisors09-30-2021Equity Premium8,176Increased72.600.02487,000.0069.6959.56Form 13
Hbk Sorce Advisory Llc09-30-2021Equity Premium9,599New!0.000.03572,000.000.0059.59Form 13
Midwestone Financial Group, Inc.09-30-2021Equity Premium10,910Increased206.550.15650,000.00200.9359.58Form 13
Citadel Advisors Llc09-30-2021Cmn267,698New!0.000.0015,958,000.000.00178.86Form 13
Susquehanna International Group, Llp09-30-2021Equity Premium0Liquidated!-100.000.000.000.000.00Form 13
United Capital Financial Advisers, Llc09-30-2021Exchange Traded Fund21,248New!0.000.011,267,000.000.0059.63Form 13
David R. Rahn & Associates Inc.09-30-2021Equity Premium156,535New!0.005.239,331,000.000.0059.61Form 13
Highlander Capital Management, Llc09-30-2021Equities3,600Maintained0.000.09215,000.00-1.3859.72Form 13
Tower Research Capital Llc (trc)09-30-2021Equity Premium12,446New!0.000.00742,000.000.0059.62Form 13
Tiemann Investment Advisors, Llc09-30-2021Equity Premium5,125New!0.000.15306,000.000.0059.71Form 13
Penserra Capital Management Llc09-30-2021Equity Premium1,814New!0.000.00108,000.000.0059.54Form 13
Financial Advisory Service, Inc.09-30-2021Equity Premium23,282Increased0.010.131,388,000.00-1.5659.62Form 13
Arete Wealth Advisors, Llc09-30-2021Equity Premium35,674Increased17.670.232,127,000.0036.7859.62Form 13
Ubs Group Ag09-30-2021Equity Premium56New!0.000.003,000.000.0053.57Form 13
Integrated Advisors Network Llc09-30-2021Equity Premium228,737Increased764.950.9013,635,000.00751.1259.61Form 13
3edge Asset Management, Lp09-30-2021Equity Premium9,713Maintained0.000.05579,000.000.0059.61Form 13
Mutual Advisors, Llc09-30-2021Equity Premium5,335New!0.000.02318,000.000.0059.61Form 13
Wagner Wealth Management, Llc09-30-2021Equity Premium970New!0.000.0560,000.000.0061.86Form 13
Vestmark Advisory Solutions, Inc.09-30-2021Equity Premium21,359Increased360.420.091,273,000.00353.0259.60Form 13
Kore Private Wealth Llc09-30-2021Equity Premium30,289New!0.000.191,806,000.000.0059.63Form 13
Cary Street Partners Investment Advisory Llc09-30-2021Etf176,241Increased143.563.4410,506,000.00160.4459.61Form 13
Steel Peak Wealth Management Llc09-30-2021Equity Premium26,024Increased20.730.101,551,000.0018.7659.60Form 13
Epg Wealth Management Llc09-30-2021Equity Premium1,585New!0.000.0494,000.000.0059.31Form 13
Source Financial Advisors Llc09-30-2021Equity Premium46,135New!0.000.712,750,000.000.0059.61Form 13
Derbend Asset Management09-30-2021Equity Premium89,147New!0.004.995,314,000.000.0059.61Form 13
Mml Investors Services, Llc09-30-2021Equity Premium38,281Increased11.710.022,282,000.009.9259.61Form 13
Bank Of America Corp /de/09-30-2021Equity Pre1,245,846Increased62192.300.0074,265,000.0061,276.03178.77Form 13
Stifel Financial Corp09-30-2021Equity Premium80,165Increased282.360.014,779,000.00276.3059.61Form 13
Wells Fargo & Company/mn09-30-2021Equity Premium813,459Increased3697440.910.0148,490,000.004,848,900.00119.22Form 13
Harbour Investments, Inc.09-30-2021Equity Premium6,730Increased16725.000.01401,000.0019,950.0059.58Form 13
Morgan Stanley09-30-2021Equity Premium1,794Increased193.140.00107,000.00189.19117.74Form 13
National Asset Management, Inc.09-30-2021Equity Premium20,405Increased53.800.041,217,000.0051.3759.64Form 13
Cetera Advisors Llc09-30-2021Equity Premium238,987Increased483.690.2814,246,000.00474.4459.61Form 13
Cetera Advisor Networks Llc09-30-2021Equity Premium31,346Increased173.500.031,869,000.00169.3159.62Form 13
Cahill Financial Advisors Inc09-30-2021Etf2,870New!0.000.04171,000.000.0059.58Form 13
Cornerstone Advisory, Llc09-30-2021Equity Premium1,092,680Increased54.809.9965,135,000.0058.77119.22Form 13
Ferris Capital, Llc09-30-2021Equity Premium32,976New!0.000.442,034,000.000.0061.68Form 13
Requisite Capital Management, Llc09-30-2021Equity Premium700,659Increased5.528.8541,766,000.003.8559.61Form 13
Retirement Group, Llc09-30-2021Equity Premium85Maintained0.000.005,000.000.0058.82Form 13
Colony Group Llc09-30-2021Etf6,296New!0.000.01375,000.000.0059.56Form 13
Cambridge Trust Co09-30-2021Equity Funds5,387New!0.000.01321,000.000.0059.59Form 13
Mcdonald Partners Llc09-30-2021Equity Premium15,695Maintained0.000.22936,000.000.0059.64Form 13
Patriot Financial Group Insurance Agency, Llc09-30-2021Etf4,600Maintained0.000.05274,000.00-1.7959.57Form 13
Kingsview Wealth Management, Llc09-30-2021Equity Premium58,960Increased811.710.173,515,000.00798.9859.62Form 13