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NewIncreasedMaintainedDecreasedLiquidated
3236425922
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Carroll Financial Associates, Inc.12-31-2020Etf155Maintained0.000.0044,000.007.32283.87Form 13
Huntington National Bank12-31-2020Exchange Traded1Decreased-98.080.000.00-100.000.00Form 13
North Star Investment Management Corp.12-31-2020Etf2,239Increased18.970.07649,000.0029.03289.86Form 13
Horst & Graben Wealth Management Llc12-31-2020Mrngstr Lg-cp Gr4,666Decreased-0.410.471,353,000.007.98289.97Form 13
Sowell Financial Services Llc12-31-2020Etf400New!0.000.00116,000.000.00290.00Form 13
Pinnacle Bank12-31-2020Mrngstr Lg-cp Gr269Decreased-0.370.0578,000.008.33289.96Form 13
Global Retirement Partners, Llc12-31-2020Mrngstr Lg-cp Gr2,820Decreased-23.910.10817,000.00-17.56289.72Form 13
Davenport & Co Llc12-31-2020Etf6,632Increased6.230.021,922,000.0015.09289.81Form 13
Genwealth Group, Inc.12-31-2020Mrngstr Lg-cp Gr12,520Decreased-0.961.203,629,000.006.36289.86Form 13
Kovack Advisors, Inc.12-31-2020Etf8,745Decreased-7.420.362,535,000.0014.45289.88Form 13
Baystate Wealth Management Llc12-31-2020Etf1,090Maintained0.000.04316,000.008.59289.91Form 13
Patriot Financial Group Insurance Agency, Llc12-31-2020Etf4,116Increased3.650.301,193,000.0012.34289.84Form 13
Private Wealth Strategies, L.l.c.12-31-2020Mrngstr Lg-cp Gr2,430Increased0.080.21704,000.008.31289.71Form 13
Kiley Juergens Wealth Management, Llc12-31-2020Mrngstr Lg-cp Gr40,190Decreased-1.266.8911,650,000.007.02289.87Form 13
Campbell Wealth Management12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Tap Consulting, Llc12-31-2020Mrngstr Lg-cp Gr7,652Decreased-30.580.802,218,000.00-24.76289.86Form 13
Nachman Norwood & Parrott, Inc12-31-2020Mrngstr Lg-cp Gr1,871Maintained0.000.06542,000.008.40289.68Form 13
Hubbell Strickland Wealth Management, Llc12-31-2020Mrngstr Lg-cp Gr3,516Maintained0.000.701,019,000.008.40289.82Form 13
Park Avenue Securities Llc12-31-2020Mrngstr Lg-cp Gr1,856Maintained0.000.01538,000.008.47289.87Form 13
Eastern Bank12-31-2020Mutual Fund - L1,000Maintained0.000.02290,000.008.61290.00Form 13
Vision Capital Management, Inc.12-31-2020Cs1,367Decreased-1.730.07396,000.006.45289.69Form 13
Provident Wealth Management, Llc12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Tsfg, Llc12-31-2020Mf Closed And Mf Open260Maintained0.000.0475,000.007.14288.46Form 13
Total Clarity Wealth Management, Inc.12-31-2020Mrngstr Lg-cp Gr1,707Decreased-7.480.34495,000.000.41289.98Form 13
Kestra Advisory Services, Llc12-31-2020Mrngstr Lg-cp Gr4,162Increased5038.270.011,203,000,000.00-16.46289,043.73Form 13
Kestra Private Wealth Services, Llc12-31-2020Mrngstr Lg-cp Gr1,185New!0.000.03343,000,000.000.00289,451.48Form 13
G&s Capital Llc12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Clearview Wealth Advisors Llc12-31-2020Etf25New!0.000.007,000.000.00280.00Form 13
Avantax Advisory Services, Inc.12-31-2020Mrngstr Lg-cp Gr44,418Decreased-69.990.3112,874,000.00-67.47289.84Form 13
Janney Montgomery Scott Llc12-31-2020Etf/closed End8,490Decreased-5.020.012,461,000.002.93289.87Form 13
Ifp Advisors, Inc12-31-2020Stock12,775Increased1.420.153,693,000.009.65289.08Form 13
Beacon Financial Advisory Llc12-31-2020Mrngstr Lg-cp Gr875Maintained0.000.16253,000.008.12289.14Form 13
Centaurus Financial, Inc.12-31-2020Mrngstr Lg-cp Gr530Increased5.580.02154,000.0014.93290.57Form 13
Adviser Investments Llc12-31-2020Mrngstr Lg-cp Gr5,571Decreased-6.540.141,615,000.0015.52289.89Form 13
Paragon Capital Management Ltd12-31-2020Mrngstr Lg-cp Gr1,188Maintained0.000.19344,000.008.18289.56Form 13
Ironwood Financial, Llc12-31-2020Mrngstr Lg-cp Gr162Maintained0.000.0247,000.009.30290.12Form 13
Csenge Advisory Group12-31-2020Mrngstr Lg-cp Gr4,066Decreased-12.330.141,179,000.00-4.22289.97Form 13
B, B, H, & B Inc.12-31-2020Mrngstr Lg-cp Gr1New!0.000.000.000.000.00Form 13
Pinnacle Associates Ltd12-31-2020Mrngstr Lg-cp Gr3,141Maintained0.000.02911,000.008.45290.04Form 13
Country Club Trust Company, N.a.12-31-2020Mrngstr Lg-cp Gr1,415Decreased-0.700.04409,000.007.35289.05Form 13
Cwm, Llc12-31-2020Mrngstr Lg-cp Gr12,209Decreased-0.880.033,539,000.007.44289.87Form 13
Gwm Advisors Llc12-31-2020Mf Closed And Mf Open1,773Decreased-2.100.02514,000.006.20289.90Form 13
First Bank & Trust12-31-2020Etf-domestic Stock100Maintained0.000.0229,000.007.41290.00Form 13
Crewe Advisors Llc12-31-2020Mrngstr Lg-cp Gr187Maintained0.000.0254,000.0054.29288.77Form 13
Accel Wealth Management12-31-2020Mrngstr Lg-cp Gr Etf4,772New!0.001.291,383,000.000.00289.82Form 13
Courage Miller Partners, Llc12-31-2020Etf2,966Decreased-38.030.40860,000.00-23.35289.95Form 13
Annex Advisory Services, Llc12-31-2020Mrngstr Lg-cp Gr825Maintained0.000.02239,000.008.14289.70Form 13
Perigon Wealth Management, Llc12-31-2020Mrngstr Lg-cp Gr360New!0.000.01104,000.000.00288.89Form 13
Simplifi, Inc.12-31-2020Mrngstr Lg-cp Gr15,741New!0.002.134,563,000.000.00289.88Form 13
Hhm Wealth Advisors, Llc12-31-2020Mrngstr Lg-cp Gr1,525Maintained0.000.15442,000.008.33289.84Form 13
Cedar Mountain Advisors, Llc12-31-2020Mrngstr Lg-cp Gr362Decreased-15.620.04105,000.00-8.70290.06Form 13
Birchcreek Wealth Management, Llc12-31-2020Mrngstr Lg-cp Gr510New!0.000.14147,000.000.00288.24Form 13
First Heartland Consultants, Inc.12-31-2020Mrngstr Lg-cp Gr884Increased0.110.04256,000.008.47289.59Form 13
Creative Planning12-31-2020Mrngstr Lg-cp Gr9,799Decreased-4.880.012,841,000.003.12289.93Form 13
Cypress Capital Management Llc (wy)12-31-2020Mrngstr Lg-cp Gr45Maintained0.000.0113,000.008.33288.89Form 13
Cornerstone Wealth Management, Llc12-31-2020Mrngstr Lg-cp Gr16,764Increased2.130.614,860,000.0010.71289.91Form 13
Summit X, Llc12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Castle Rock Wealth Management, Llc12-31-2020Mrngstr Lg-cp Gr2,798Increased7.080.35830,000.0017.23296.64Form 13
Key Financial Inc12-31-2020Mrngstr Lg-cp Gr51Maintained0.000.0115,000.000.00294.12Form 13
Eagle Global Advisors Llc12-31-2020Mrngstr Lg-cp Gr1,140Decreased-2.150.03330,000.005.77289.47Form 13
San Francisco Sentry Investment Group (ca)12-31-2020Mrngstr Lg-cp Gr246Maintained0.000.0371,000.007.58288.62Form 13
Ae Wealth Management Llc12-31-2020Mrngstr Lg-cp Gr55,130Increased2072.180.1815,981,000.002,253.61289.88Form 13
Brand Asset Management Group, Inc.12-31-2020Mrngstr Lg-cp Gr8,301Decreased-3.871.352,406,000.004.16289.84Form 13
Roman Butler Fullerton & Co12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Envestnet Asset Management Inc12-31-2020Mrngstr Lg-cp Gr7,367Decreased-3.910.002,136,000.004.14289.94Form 13
Howard Wealth Management, Llc12-31-2020Mrngstr Lg-cp Gr2,473Decreased-0.320.45716,000.007.99289.53Form 13
Trust Co Of Vermont12-31-2020Com138New!0.000.0040,000.000.00289.86Form 13
Advisors Preferred, Llc12-31-2020Etf3,135New!0.000.17898,000.000.00286.44Form 13
Dynamic Advisor Solutions Llc12-31-2020Mrngstr Lg-cp Gr1,389Increased30.420.04403,000.0041.40290.14Form 13
Prime Capital Investment Advisors, Llc12-31-2020Etf12,761Increased1.250.293,699,000.009.73289.87Form 13
Db Wealth Management Group, Llc12-31-2020Etf10,761New!0.002.303,119,000.000.00289.84Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Gr28,305Decreased-2.889.998,205,000.005.26289.88Form 13
National Asset Management, Inc.12-31-2020Mrngstr Lg-cp Gr5,101Decreased-16.320.081,479,000.00-5.19289.94Form 13
Legacy Financial Strategies, Llc12-31-2020Mrngstr Lg-cp Gr1,021Maintained0.000.15296,000.008.42289.91Form 13
Vestmark Advisory Solutions, Inc.12-31-2020Mrngstr Lg-cp Gr1,695New!0.000.06491,000.000.00289.68Form 13
Laurel Wealth Advisors Llc12-31-2020Mrngstr Lg-cp Gr520Maintained0.000.04151,000.000.00290.38Form 13
Outlook Wealth Advisors, Llc12-31-2020Common Stock5,893Decreased-7.500.621,708,000.000.23289.84Form 13
Camden Capital, Llc12-31-2020Mrngstr Lg-cp Gr1,385New!0.000.13401,000.000.00289.53Form 13
Orion Portfolio Solutions, Llc12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Orion Portfolio Solutions, Llc12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Us Bancorp \de\12-31-2020Other1,989Decreased-78.300.00576,000.00-76.50573.12Form 13
Adell Harriman & Carpenter Inc12-31-2020Com8,006Decreased-1.229.992,320,779,000.007.06289,879.97Form 13
Essex Financial Services, Inc.12-31-2020Etf3,530Increased48.630.201,023,000.0061.10289.80Form 13
Blackrock Inc.12-31-2020Mrngstr Lg-cp Gr93Decreased-3.120.0027,000.003.85290.32Form 13
Next Financial Group, Inc12-31-2020Mrngstr Lg-cp Gr1,192Decreased-30.940.03346,000.00-25.11290.27Form 13
Trilogy Capital Inc.12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Claraphi Advisory Network, Llc12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Signet Investment Advisory Group, Inc.12-31-2020Mrngstr Lg-cp Gr107New!0.000.0231,000.000.00289.72Form 13
Claudia M.p. Batlle, Crp (r) Llc12-31-2020Etf6,263Decreased-10.071.271,815,000.002.02579.36Form 13
Fundx Investment Group, Llc12-31-2020Mrngstr Lg-cp Gr33,524Decreased-3.454.069,718,000.004.65289.88Form 13
Kelman-lazarov, Inc.12-31-2020Mrngstr Lg-cp Gr1,698Maintained0.000.19492,000.008.37289.75Form 13
Flagship Harbor Advisors, Llc12-31-2020Mrngstr Lg-cp Gr1,063Decreased-4.410.04308,000.003.70289.75Form 13
Xml Financial, Llc12-31-2020Mrngstr Lg-cp Gr3,586Increased31.640.271,040,000.0062.75290.02Form 13
Spotlight Asset Group, Inc.12-31-2020Mrngstr Lg-cp Gr826Decreased-73.150.09239,000.00-70.96289.35Form 13
Treybourne Wealth Planners, Inc.12-31-2020Mrngstr Lg-cp Gr7,657New!0.001.602,220,000.000.00289.93Form 13
Lifepro Asset Management12-31-2020Mrngstr Lg-cp Gr1,431New!0.000.13415,000.000.00290.01Form 13
Fmr Llc12-31-2020Mrngstr Lg-cp Gr3,323Decreased-8.460.00963,000.0013.16289.89Form 13
Bessemer Group Inc12-31-2020Fet0Liquidated!-100.000.000.000.000.00Form 13
Washington Trust Co12-31-2020Msci Emg Mkt Etf220Maintained0.000.0064,000.008.47290.91Form 13
Equitable Holdings, Inc.12-31-2020Mrngstr Lg-cp Gr427,562Decreased-0.632.82123,941,000.007.71579.61Form 13
Sigma Planning Corp12-31-2020Mrngstr Lg-cp Gr2,417Increased4.140.02701,000.0012.88290.03Form 13
Parkside Financial Bank & Trust12-31-2020Mrngstr Lg-cp Gr664Maintained0.000.06192,000.007.87289.16Form 13
Sawtooth Solutions, Llc12-31-2020Mrngstr Lg-cp Gr54,263Increased2894.650.2315,730,000.003,143.30289.88Form 13
Summit Asset Management, Llc12-31-2020Mrngstr Lg-cp Gr2,166Maintained0.000.23628,000.008.46289.94Form 13
Advisory Services Network, Llc12-31-2020Etf1,395Increased18.620.02404,000.0028.25289.61Form 13
Nelson, Van Denburg & Campbell Wealth Management Group, Llc12-31-2020Etf199Maintained0.000.0157,000.007.55286.43Form 13
Sunbelt Securities, Inc.12-31-2020Mrngstr Lg-cp Gr861New!0.000.05250,000.000.00290.36Form 13
Personal Cfo Solutions, Llc12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Fusion Family Wealth Llc12-31-2020Etf103Maintained0.000.0130,000.007.14291.26Form 13
Marietta Wealth Management, Llc12-31-2020Mrngstr Lg-cp Gr11,976Increased3.210.953,472,000.0011.89289.91Form 13
Windsor Group Ltd12-31-2020Mrngstr Lg-cp Gr2,205Maintained0.000.16639,000.009.04289.80Form 13
Arkadios Wealth Advisors12-31-2020Etf13,162Decreased-52.850.803,815,000.00-99.94289.85Form 13
Wells Fargo & Company/mn12-31-2020Mrngstr Lg-cp Gr194,045Decreased-5.110.0156,249,000.002.84869.75Form 13
Blair William & Co/il12-31-2020Mrngstr Lg-cp Gr133New!0.000.0039,000.000.00293.23Form 13
Roof Eidam & Maycock/adv12-31-2020Mrngstr Lg-cp Gr850Maintained0.000.10246,000.008.37289.41Form 13
Td Ameritrade Investment Management, Llc12-31-2020Mrngstr Lg-cp Gr78New!0.000.0023,000.000.00294.87Form 13
Hightower Advisors, Llc12-31-2020Mrngstr Lg-cp Gr7,159Decreased-1.380.012,074,000.006.91289.71Form 13
Financial Advisory Service, Inc.12-31-2020Mrngstr Lg-cp Gr157,254Increased6.525.1945,585,000.0015.45289.88Form 13
Capital Advisors, Ltd. Llc12-31-2020Mrngstr Lg-cp Gr4,121Maintained0.000.261,195,000.008.44289.98Form 13
Advisor Group Holdings, Inc.12-31-2020Mrngstr Lg-cp Gr105,145Increased83.180.0830,477,000.0099.482,318.88Form 13
Level Four Advisory Services, Llc12-31-2020Mrngstr Lg-cp Gr16,653Increased2.300.394,827,000.0026.43289.86Form 13
Towerpoint Wealth, Llc12-31-2020Mrngstr Lg-cp Gr7,126Decreased-26.651.032,066,000.00-9.31289.92Form 13
Franklin Resources Inc12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Bank Of America Corp /de/12-31-2020Mrngstr Lg260,985Decreased-19.090.0175,654,000.000.03869.61Form 13
Mid Atlantic Financial Management Inc/adv12-31-2020Mrngstr Lg-cp Gr707New!0.000.02205,000.000.00289.96Form 13
Scotia Capital Inc.12-31-2020Mrngstr Lg-cp Gr6,154Maintained0.000.021,784,000.008.38289.89Form 13
Wharton Business Group, Llc12-31-2020Mrngstr Lg-cp Gr1,597Maintained0.000.04463,000.008.43289.92Form 13
Ubs Group Ag12-31-2020Mrngstr Lg-cp Gr81,718Increased1.370.0123,688,000.009.87289.87Form 13
Baird Financial Group, Inc.12-31-2020Common0Liquidated!-100.000.000.000.000.00Form 13
Arcus Capital Partners, Llc12-31-2020Mrngstr Lg-cp Gr3,254Maintained0.000.14943,000.000.00289.80Form 13
Mutual Advisors, Llc12-31-2020Mrngstr Lg-cp Gr2,796Increased4.880.06811,000.0029.76290.06Form 13
Valeo Financial Advisors, Llc12-31-2020Etf112Maintained0.000.0032,000.006.67285.71Form 13
Archer Investment Corp12-31-2020Etf32Maintained0.000.009,276,000.0023.63289,875.00Form 13
Allegiant Private Advisors, Llc12-31-2020Mrngstr Lg-cp Gr1,020New!0.000.06296,000.000.00290.20Form 13
Commonwealth Equity Services, Llc12-31-2020Mrngstr Lg-cp Gr69,468Increased5.640.0620,137,000.0014.50289.87Form 13
Citigroup Inc12-31-2020Mrngstr Lg-cp Gr13,284Decreased-6.830.003,851,000.001.00289.90Form 13
Clearstead Advisors, Llc12-31-2020Mrngstr Lg-cp Gr157,680Decreased-1.024.1645,708,000.007.28289.88Form 13
Bank Of Nova Scotia12-31-2020Mrngstr Lg-cp Gr1,432Decreased-7.730.00415,000.000.00289.80Form 13
Nomura Asset Management Co Ltd12-31-2020Mrngstr Lg-cp Gr5,831Maintained0.000.011,690,000.008.33289.83Form 13
Raymond James & Associates12-31-2020Mrngstr Lg-cp Gr11,596Decreased-32.590.003,362,000.00-26.93289.93Form 13
Northwestern Mutual Wealth Management Co12-31-2020Mrngstr Lg-cp Gr13,732Increased44.900.013,980,000.0057.00289.83Form 13
J.w. Cole Advisors, Inc.12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020Mrngstr Lg-cp Gr91,719Increased7.230.0726,589,000.0016.23289.90Form 13
Wall Street Access Asset Management, Llc12-31-2020Com1,042Maintained0.000.23302,000.008.63289.83Form 13
Atria Investments Llc12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Sequoia Financial Advisors, Llc12-31-2020Mrngstr Lg-cp Gr1,129Decreased-0.620.01327,000.007.57289.64Form 13
Integrated Advisors Network Llc12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Financial Advocates Investment Management12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Rockefeller Capital Management L.p.12-31-2020Mrngstr Lg-cp Gr37,612Increased11.840.0810,903,000.0038.26289.88Form 13
Cedar Brook Financial Partners, Llc12-31-2020Mrngstr Lg-cp Gr993New!0.000.10288,000.000.00290.03Form 13
Charter Oak Capital Management, Llc12-31-2020Mrngstr Lg-cp Gr6New!0.000.002,000.000.00333.33Form 13
Insight Advisors, Llc/ Pa12-31-2020Mrngstr Lg-cp Gr786New!0.000.09228,000.000.00290.08Form 13
M&t Bank Corp12-31-2020Mrngstr Lg-cp Gr997Maintained0.000.00289,000.000.00289.87Form 13
Mml Investors Services, Llc12-31-2020Mrngstr Lg-cp Gr54,481Decreased-29.280.1715,793,000.00-12.57289.88Form 13
Pnc Financial Services Group, Inc.12-31-2020Mrngstr Lg-cp1,485Decreased-19.730.00430,000.00-0.92579.03Form 13
Stifel Financial Corp12-31-2020Mrngstr Lg-cp Gr11,732Decreased-33.890.013,400,000.00-28.39289.81Form 13
Ameriprise Financial Inc12-31-2020Com139,084Decreased-2.930.0140,388,000.0026.14580.34Form 13
Johnson Investment Counsel Inc12-31-2020Common Equity13,560Decreased-6.220.073,931,000.0015.92289.90Form 13
Goldman Sachs Group Inc12-31-2020Cmn5,849New!0.000.001,696,000.000.00289.96Form 13
Bank Of Montreal /can/12-31-2020Mrngstr Lg-cp Gr62Maintained0.000.0018,000.0012.50290.32Form 13
Royal Bank Of Canada12-31-2020Mrngstr Lg-cp Gr50,760Decreased-28.460.0014,716,000.00-22.441,452.43Form 13
Twin Focus Capital Partners, Llc12-31-2020Mrngstr Lg-cp Gr11,791Decreased-0.131.053,418,000.008.23289.88Form 13
Bank Of New York Mellon Corp12-31-2020Mrng0Liquidated!-100.000.000.000.000.00Form 13
First Republic Investment Management, Inc.12-31-2020Mrngstr Lg-cp Gr12,892Increased3.620.013,737,000.0012.29289.87Form 13
Citadel Advisors Llc12-31-2020Mrngstr Lg-cp Gr29,985Increased610.380.008,692,000.00669.88289.88Form 13
Susquehanna International Group, Llp12-31-2020Mrngstr Lg-cp Gr20,250Decreased-44.850.005,870,000.00-40.23289.88Form 13
Flow Traders U.s. Llc12-31-2020Etp0Liquidated!-100.000.000.000.000.00Form 13
Freestone Capital Holdings, Llc12-31-2020Mrngstr Lg-cp Gr19Decreased-76.540.005,508,000.00-74.57289,894.74Form 13
Homrich & Berg12-31-2020Mrngstr Lg-cp Gr1,818New!0.000.01527,000.000.00289.88Form 13
Captrust Financial Advisors12-31-2020Etf15,666Increased1.970.064,541,000.009.37289.86Form 13
Tower Research Capital Llc (trc)12-31-2020Mrngstr Lg-cp Gr982Decreased-78.930.01285,000.00-77.13290.22Form 13
Buckingham Strategic Wealth, Llc12-31-2020Mrngstr Lg-cp Gr1,696Maintained0.000.03492,000.008.37290.09Form 13
High Falls Advisors, Inc12-31-2020Mrngstr Lg-cp Gr700New!0.000.06203,000.000.00290.00Form 13
Fintrust Capital Advisors, Llc12-31-2020Mrngstr Lg-cp Gr71Maintained0.000.0121,000.0010.53295.77Form 13
Pinnacle Family Advisors, Llc12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Kore Private Wealth Llc12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13
Kingsview Wealth Management, Llc12-31-2020Mrngstr Lg-cp Gr773New!0.000.02224,000.000.00289.78Form 13
Gunderson Capital Management Inc.12-31-2020Mrngstr Lg-cp Gr691New!0.000.13200,000.000.00289.44Form 13
Rede Wealth, Llc12-31-2020Mrngstr Lg-cp Gr1,346New!0.000.26389,000.000.00289.00Form 13
Thrivent Financial For Lutherans12-31-2020Mrngstr Lg-cp Gr9,365Increased4.670.002,715,000.0013.46289.91Form 13
Fifth Third Bancorp12-31-2020Mrngstr Lg-cp Gr505Decreased-43.890.00146,000.00-39.42289.11Form 13
Morgan Stanley12-31-2020Mrngstr Lg-cp Gr271,340Decreased-2.710.0178,656,000.0020.28865.39Form 13
Cetera Advisors Llc12-31-2020Mrngstr Lg-cp Gr4,704Increased49.480.041,364,000.0084.82289.97Form 13
Cetera Advisor Networks Llc12-31-2020Mrngstr Lg-cp Gr8,686Increased18.450.062,518,000.0046.40289.89Form 13
Cetera Investment Advisers12-31-2020Mrngstr Lg-cp Gr5,785Increased30.650.031,677,000.0061.56289.89Form 13
Iht Wealth Management, Llc12-31-2020Mrngstr Lg-cp Gr11,561Increased37.300.283,351,000.0048.80289.85Form 13
Ep Wealth Advisors, Llc12-31-2020Mrngstr Lg-cp Gr2,838Maintained0.000.03823,000.008.43289.99Form 13
Truist Financial Corp12-31-2020Mrngstr Lg-cp Gr4,474New!0.000.001,297,000.000.00578.84Form 13
Rodgers & Associates, Ltd12-31-2020Mrngstr Lg-cp Gr12,257New!0.000.653,553,000.000.00289.88Form 13
Jpmorgan Chase & Co12-31-2020Fund58,599Maintained0.000.0016,987,000.000.001,203.11Form 13
Fulcrum Equity Management12-31-2020Mrngstr Lg-cp Gr0Liquidated!-100.000.000.000.000.00Form 13