Invesco Wilderhill Clean Energy Etf

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Invesco Wilderhill Clean Energy Etf

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NewIncreasedMaintainedDecreasedLiquidated
835632257
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Summit Financial Group, Inc.12-31-2020Wilderhil Clan2,355New!0.000.11243,000.000.00103.18Form 13
Elm Advisors, Llc12-31-2020Etf95New!0.000.0110,000.000.00105.26Form 13
Gradient Investments Llc12-31-2020Wilderhil Clan20Maintained0.000.001,000.000.0050.00Form 13
Carroll Financial Associates, Inc.12-31-2020Etf1,983Maintained0.000.01205,000.0070.83103.38Form 13
Moller Financial Services12-31-2020Wilderhil Clan2,170Decreased-34.600.09224,000.0010.89103.23Form 13
True Private Wealth Advisors12-31-2020Wilderhil Clan5Maintained0.000.000.000.000.00Form 13
Sound Income Strategies, Llc12-31-2020Wilderhil Clan100New!0.000.003,000.000.0030.00Form 13
North Star Investment Management Corp.12-31-2020Etf9,126Increased4.460.10944,000.0077.78103.44Form 13
Cx Institutional12-31-2020Etp3,481Decreased-75.250.03359,000.00-58.01103.13Form 13
City Holding Co12-31-2020Mutual Funds-equities200Maintained0.000.0021,000.0075.00105.00Form 13
Btr Capital Management Inc12-31-2020Com9,295Maintained0.000.15961,000.0070.09103.39Form 13
Brookstone Capital Management12-31-2020Wilderhil Clan44,082Increased30.140.184,558,000.00121.37103.40Form 13
Sowell Financial Services Llc12-31-2020Etf162Increased15.710.0017,000.0088.89104.94Form 13
Patriot Financial Group Insurance Agency, Llc12-31-2020Etf2,054Increased3.370.05212,000.0075.21103.21Form 13
Gofen & Glossberg Llc /il/12-31-2020Com4,329Maintained0.000.01448,000.0070.34103.49Form 13
Crescent Capital Consulting, Llc12-31-2020Exchange Traded Fund300New!0.000.0131,000.000.00103.33Form 13
Meridian Wealth Management, Llc12-31-2020Wilderhil Clan5,695New!0.000.09588,000.000.00103.25Form 13
Minichmacgregor Wealth Management, Llc12-31-2020Wilderhil Clan3,581Increased2.670.15370,000.0074.53103.32Form 13
Eastern Bank12-31-2020Mutual Fund - L7,510Maintained0.000.04776,000.0070.18103.33Form 13
Bartlett & Co. Llc12-31-2020Etf310New!0.000.0032,000.000.00103.23Form 13
Family Firm, Inc.12-31-2020Wilderhil Clan38,606Decreased-7.191.374,595,000.0081.76119.02Form 13
Kestra Advisory Services, Llc12-31-2020Wilderhil Clan7,810Increased7710.000.01816,000,000.00122.34104,481.43Form 13
Cutler Group Lp12-31-2020Wilderhil Clan10,782New!0.000.03667,000.000.00135.34Form 13
Abbrea Capital, Llc12-31-2020Etf4,353Maintained0.000.08450,000.0069.81103.38Form 13
Avantax Advisory Services, Inc.12-31-2020Wilderhil Clan2,111New!0.000.01220,000.000.00104.22Form 13
David R. Rahn & Associates Inc.12-31-2020Wilderhil Clan23,554New!0.002.302,435,000.000.00103.38Form 13
Candriam Luxembourg S.c.a.12-31-2020Wilderhil Clan5,100New!0.000.00525,000.000.00102.94Form 13
Joel Isaacson & Co., Llc12-31-2020Wilderhil Clan3,758New!0.000.04389,000.000.00103.51Form 13
Nwam Llc12-31-2020Wilderhil Clan11,253Maintained0.000.131,163,000.000.00103.35Form 13
Elwood & Goetz Wealth Advisory Group, Llc12-31-2020Wilderhil Clan4,060Decreased-10.870.19420,000.0051.62103.45Form 13
Moneco Advisors, Llc12-31-2020Wilderhil Clan7,250New!0.000.50915,000.000.00126.21Form 13
Janney Montgomery Scott Llc12-31-2020Etf/closed End12,725Increased18.660.011,316,000.00101.84103.42Form 13
Ifp Advisors, Inc12-31-2020Cef2,581Maintained0.000.01268,000.000.00103.84Form 13
Ifp Advisors, Inc12-31-2020Stock0Maintained0.000.000.000.000.00Form 13
Ayalon Holdings Ltd.12-31-2020Etp487New!0.000.0250,000.000.00102.67Form 13
Capital Investment Advisory Services, Llc12-31-2020Wilderhil Clan686New!0.000.0171,000.000.00103.50Form 13
Affiance Financial, Llc12-31-2020Wilderhil Clan11New!0.000.001,000.000.0090.91Form 13
Lfa - Lugano Financial Advisors Sa12-31-2020Wilderhil Clan5,000Maintained0.000.40517,000.0082.04103.40Form 13
Centaurus Financial, Inc.12-31-2020Wilderhil Clan15,229New!0.000.171,575,000.000.00103.42Form 13
Clean Yield Group12-31-2020Etf0Liquidated!-100.000.000.000.000.00Form 13
Allworth Financial Lp12-31-2020Wilderhil Clan166Maintained0.000.0017,000.0070.00102.41Form 13
Cordasco Financial Network12-31-2020Wilderhil Clan210Maintained0.000.0222,000.0069.23104.76Form 13
Diversified, Llc12-31-2020Wilderhil Clan38,907New!0.002.022,365,000.000.0060.79Form 13
Fiduciary Trust Co12-31-2020Wilderhil Clan21,720Increased108.550.042,246,000.00430.97206.79Form 13
Cwm, Llc12-31-2020Wilderhil Clan1,104Increased8.770.00114,000.0083.87103.26Form 13
Canal Capital Management, Llc12-31-2020Wilderhil Clan2,281New!0.000.09236,000.000.00103.46Form 13
Carmichael Hill & Associates, Inc.12-31-2020Wilderhil Clan119New!0.000.0112,000.000.00100.84Form 13
Next Capital Management Llc12-31-2020Uie5,000New!0.000.36517,000.000.00103.40Form 13
Lindbrook Capital, Llc12-31-2020Etf2New!0.000.000.000.000.00Form 13
Stonebridge Financial Planning Group, Llc12-31-2020Common Stock1,050New!0.000.07109,000.000.00103.81Form 13
Mtm Investment Management, Llc12-31-2020Wilderhil Clan230New!0.000.0124,000.000.00104.35Form 13
James Investment Research Inc12-31-2020Com46,567Increased35998.450.434,815,000.0060,087.50310.14Form 13
Asset Dedication, Llc12-31-2020Etf46New!0.000.005,000.000.00108.70Form 13
Perigon Wealth Management, Llc12-31-2020Wilderhil Clan995New!0.000.01103,000.000.00103.52Form 13
Community Bank, N.a.12-31-2020Etf/equity323Maintained0.000.0033,000.0065.00102.17Form 13
Southern Farm Bureau Life Insurance12-31-2020Com10,000New!0.000.221,034,000.000.00103.40Form 13
Macroview Investment Management Llc12-31-2020Wilderhil Clan224Increased67.160.0323,000.00187.50102.68Form 13
Cornerstone Wealth Management, Llc12-31-2020Wilderhil Clan22,665New!0.000.292,343,000.000.00103.38Form 13
Great Valley Advisor Group, Inc.12-31-2020Wilderhil Clan2,502New!0.000.03259,000.000.00103.52Form 13
Carolina Wealth Advisors, Llc12-31-2020Etf305Maintained0.000.0332,000.0068.42104.92Form 13
Atlas Private Wealth Advisors12-31-2020Mf Closed And Mf Open100Maintained0.000.0110,000.0066.67100.00Form 13
Central Trust Co12-31-2020Mutual Funds -3,185Increased32.719.99329,000.00125.34206.18Form 13
Alpine Woods Capital Investors, Llc12-31-2020Wilderhil Clan9,000Maintained0.000.11931,000.0070.20103.44Form 13
Jfs Wealth Advisors, Llc12-31-2020Wilderhil Clan980Maintained0.000.02101,000.0068.33103.06Form 13
Curtis Advisory Group, Llc12-31-2020Wilderhil Clan2,413New!0.000.12249,000.000.00103.19Form 13
Ae Wealth Management Llc12-31-2020Wilderhil Clan27,931Decreased-8.080.032,888,000.0056.36103.40Form 13
Howard Capital Management12-31-2020Etf3,500Maintained0.000.04362,000.0069.95103.43Form 13
Envestnet Asset Management Inc12-31-2020Wilderhil Clan46,108Increased237.490.004,767,000.00474.34103.39Form 13
Simplex Trading, Llc12-31-2020Com19,952Increased768.230.002,062,000.001,383.45103.35Form 13
Telos Capital Management, Inc.12-31-2020Wilderhil Clan3,305New!0.000.05342,000.000.00103.48Form 13
Evolution Wealth Advisors, Llc12-31-2020Wilderhil Clan71,509Increased1.711.677,393,000.0073.02103.39Form 13
Dcm Advisors, Llc12-31-2020Wilderhil Clan400New!0.000.0241,000.000.00102.50Form 13
Kistler-tiffany Companies, Llc12-31-2020Wilderhil Clan200New!0.000.0121,000.000.00105.00Form 13
Financial Management Professionals, Inc.12-31-2020Wilderhil Clan40,407Decreased-50.771.174,178,000.00-16.26103.40Form 13
Focused Wealth Management, Inc12-31-2020Wilderhil Clan57Decreased-35.230.006,000.0020.00105.26Form 13
Srs Capital Advisors, Inc.12-31-2020Wilderhil Clan150New!0.000.0016,000.000.00106.67Form 13
Winslow, Evans & Crocker, Inc.12-31-2020Wilderhil Clan5,788Increased0.400.001,000.00-99.710.17Form 13
Jfg Wealth Management, Llc12-31-2020Wilderhil Clan6,695Maintained0.000.38692,000.00-99.83103.36Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Clan63,761Increased27.779.996,592,000.00117.34103.39Form 13
National Asset Management, Inc.12-31-2020Wilderhil Clan15,600Increased31.380.091,613,000.00123.41103.40Form 13
Harbor Investment Advisory, Llc12-31-2020Etf82Increased4000.000.008,000.000.0097.56Form 13
Bergankdv Wealth Management, Llc12-31-2020Wilderhil Clan95Decreased-91.320.0010,000.00-85.07105.26Form 13
Portfolio Strategies, Inc.12-31-2020Wilderhil Clan216,431New!0.004.3822,377,000.000.00103.39Form 13
Orion Portfolio Solutions, Llc12-31-2020Wilderhil Clan0Liquidated!-100.000.000.000.000.00Form 13
Founders Financial Alliance, Llc12-31-2020Wilderhil Clan220New!0.000.0123,000.000.00104.55Form 13
Wealth Management Partners, Llc12-31-2020Wilderhil Clan7,854New!0.000.811,030,000.000.00131.14Form 13
Us Bancorp \de\12-31-2020Other536Maintained0.000.0055,000.0066.67102.61Form 13
Ferguson Wellman Capital Management, Inc12-31-2020Com4,303Maintained0.000.01445,000.0069.85103.42Form 13
Ntv Asset Management Llc12-31-2020Wilderhil Clan72,087Increased18.181.507,453,000.00101.00103.39Form 13
Next Financial Group, Inc12-31-2020Wilderhil Clan8,599Increased119.470.09889,000.00273.53206.09Form 13
Costello Asset Management, Inc12-31-2020Wilderhil Clan220Increased238.460.0223,000.00475.00104.55Form 13
Banque Cantonale Vaudoise12-31-2020Wilderhil Clan660New!0.000.0068,000.000.00103.03Form 13
Claudia M.p. Batlle, Crp (r) Llc12-31-2020Etf11,534Increased328.770.831,192,000.00597.08206.53Form 13
Beaumont Financial Partners, Llc12-31-2020Wilderhil Clean77,969Increased1.830.728,061,000.0073.21103.39Form 13
Migdal Insurance & Financial Holdings Ltd.12-31-2020Etp925Decreased-51.440.0096,000.00-17.24103.78Form 13
Cibc World Markets Inc.12-31-2020Wilderhil Cl4,419Increased13.690.00457,000.0093.64103.42Form 13
Arete Wealth Advisors, Llc12-31-2020Wilderhil Clan9,744New!0.000.141,011,000.000.00103.76Form 13
Flagship Harbor Advisors, Llc12-31-2020Mf Closed And Mf Open0Liquidated!-100.000.000.000.000.00Form 13
Fmr Llc12-31-2020Wilderhil Clan1,341Increased1441.380.00139,000.003,375.00103.65Form 13
Howe & Rusling Inc12-31-2020Wilderhil Clan1,785Maintained0.000.03185,000.00153.42103.64Form 13
Commerce Bank12-31-2020Wilderhil Clan8,399Increased2.380.01868,000.0074.30205.89Form 13
Equitable Holdings, Inc.12-31-2020Wilderhil Clan3,489New!0.000.01361,000.000.00207.10Form 13
Sigma Planning Corp12-31-2020Wilderhil Clan4,847New!0.000.02501,000.000.00103.36Form 13
Parkside Financial Bank & Trust12-31-2020Wilderhil Clan666New!0.000.0269,000.000.00103.60Form 13
Sawtooth Solutions, Llc12-31-2020Wilderhil Clan26,074Decreased-11.410.042,696,000.0050.70103.40Form 13
Advisory Services Network, Llc12-31-2020Etf1,512Increased581.080.01156,000.001,100.00103.17Form 13
Princeton Global Asset Management Llc12-31-2020Etf250Maintained0.000.0126,000.0073.33104.00Form 13
360 Financial, Inc.12-31-2020Wilderhil Clan2,151New!0.000.13222,000.000.00103.21Form 13
Center For Financial Planning, Inc.12-31-2020Wilderhil Clan160Maintained0.000.0017,000.0070.00106.25Form 13
Wells Fargo & Company/mn12-31-2020Wilderhil Clan121,777Increased72.050.0012,591,000.00192.68310.78Form 13
Blair William & Co/il12-31-2020Wilderhil Clan400New!0.000.0041,000.000.00102.50Form 13
Connable Office Inc12-31-2020Com2,926New!0.000.05303,000.000.00103.55Form 13
Renaissance Technologies Llc12-31-2020Wilderhil Clan15,900Decreased-6.470.001,644,000.0059.15103.40Form 13
Strategy Asset Managers Llc12-31-2020Wilderhil Clan5,311Increased17.030.13549,000.0098.91103.37Form 13
Hightower Advisors, Llc12-31-2020Wilderhil Clan246,627Increased1.080.1125,492,000.0072.00103.36Form 13
Neuberger Berman Group Llc12-31-2020Etf11,820Decreased-0.510.001,222,000.0069.25103.38Form 13
Barrett Asset Management, Llc12-31-2020Etf7,320Increased48.780.03445,000.00-12.5760.79Form 13
Mirae Asset Global Investments Co., Ltd.12-31-2020Wilderhil Clan241,700Decreased-22.310.0924,989,000.0032.15103.39Form 13
Biltmore Capital Advisors Llc12-31-2020Etf0Liquidated!-100.000.000.000.000.00Form 13
Aptus Capital Advisors, Llc12-31-2020Wilderhil Clan100Maintained0.000.0010,000.0066.67100.00Form 13
Advisor Group Holdings, Inc.12-31-2020Wilderhil Clan81,400Increased68.370.018,416,000.00188.71931.68Form 13
Sargent Investment Group, Llc12-31-2020Wilderhil Clan15,698New!0.000.511,623,000.000.00103.39Form 13
Aufman Associates Inc12-31-2020Etf3,692New!0.000.00382,000.000.00103.47Form 13
Franklin Resources Inc12-31-2020Wilderhil Clan251New!0.000.0026,000.000.00103.59Form 13
Bank Of America Corp /de/12-31-2020Wilderhil787,327Increased63.690.0181,401,000.00316.52413.15Form 13
Stephens Inc /ar/12-31-2020Wilderhil Clan36,723Decreased-52.110.073,797,000.0021.89103.40Form 13
Veritable, L.p.12-31-2020Wilderhil Clan8,570Maintained0.000.02886,000.0070.06103.38Form 13
Stelac Advisory Services Llc12-31-2020Com1,701New!0.000.05176,000.000.00103.47Form 13
B. Riley Wealth Management, Inc.12-31-2020Wilderhil Clan2,100New!0.000.03217,000.000.00103.33Form 13
Ubs Group Ag12-31-2020Wilderhil Clan219,645Increased6.360.0122,709,000.0080.93103.39Form 13
Point Break Capital Management, Llc12-31-2020Wilderhil Clan8,962New!0.000.13927,000.000.00103.44Form 13
Mutual Advisors, Llc12-31-2020Wilderhil Clan40,981Increased273.710.314,237,000.00850.00103.39Form 13
Prism Advisors, Inc.12-31-2020Wilderhil Clan4,438Decreased-23.550.17459,000.0030.03103.42Form 13
Valeo Financial Advisors, Llc12-31-2020Etf2,101New!0.000.01217,000.000.00103.28Form 13
Steward Partners Investment Advisory, Llc12-31-2020Exchange Traded Funds (country Baskets/ishares) - Domestic4,255Increased37.260.01440,000.00134.04103.41Form 13
Parcion Private Wealth Llc12-31-2020Wilderhil Clan8,141Decreased-1.010.11842,000.0063.81103.43Form 13
Oder Investment Management, Llc12-31-2020Wilderhil Clan409New!0.000.0442,000.000.00102.69Form 13
Commonwealth Equity Services, Llc12-31-2020Wilderhil Clan59,639Increased265.820.026,166,000.00522.83103.39Form 13
Valley National Advisers Inc12-31-2020Wilderhil Clan19,628New!0.000.432,029,000.000.00103.37Form 13
Citigroup Inc12-31-2020Wilderhil Clan4,461,197Increased493395.240.27461,243,000.00838,523.64103.39Form 13
Clearstead Advisors, Llc12-31-2020Wilderhil Clan90Maintained0.000.009,000.0080.00100.00Form 13
Ameritas Investment Partners, Inc.12-31-2020Etf232Maintained0.000.0023,000.0064.2999.14Form 13
Raymond James & Associates12-31-2020Wilderhil Clan161,153Increased12.720.0216,662,000.0091.74103.39Form 13
Northwestern Mutual Wealth Management Co12-31-2020Wilderhil Clan112New!0.000.0012,000.000.00107.14Form 13
J.w. Cole Advisors, Inc.12-31-2020Wilderhil Clan4,214New!0.000.05436,000.000.00103.46Form 13
Miller Investment Management, Lp12-31-2020Wilderhil Clan147,252New!0.002.8415,224,000.000.00103.39Form 13
Greenwich Wealth Management Llc12-31-2020Wndrhll Cln En26,367Increased5.080.242,726,000.0078.75103.39Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020Wilderhil Clan482,544Decreased-16.980.1249,892,000.0041.23103.39Form 13
Brevan Howard Capital Management Lp12-31-2020Wilderhil Clan97,700New!0.002.0310,100,000.000.00103.38Form 13
Prospera Financial Services Inc12-31-2020Wilderhil Clan2,389Increased70.640.02247,000.00190.59103.39Form 13
Edmond De Rothschild Holding S.a.12-31-2020Wilderhil Clan16,458New!0.000.061,702,000.000.00103.41Form 13
Charter Research & Investment Group, Inc.12-31-2020Wilderhil Clan7,135New!0.000.71738,000.000.00103.43Form 13
Retirement Capital Strategies12-31-2020Wilderhil Clan13,084New!0.000.551,353,000.000.00103.41Form 13
Retirement Income Solutions, Inc12-31-2020Wilderhill Clan12,519New!0.000.471,294,000,000.000.00103,362.89Form 13
Rockefeller Capital Management L.p.12-31-2020Wilderhil Clan536New!0.000.0055,000.000.00102.61Form 13
Change Path, Llc12-31-2020Wilderhil Clan1,961New!0.000.02203,000.000.00103.52Form 13
Mml Investors Services, Llc12-31-2020Wilderhil Clan2,530New!0.000.00262,000.000.00103.56Form 13
Pnc Financial Services Group, Inc.12-31-2020Wilderhil Clan3,954Increased68.040.00409,000.00326.04414.40Form 13
Stifel Financial Corp12-31-2020Wilderhil Clan69,121Increased30.830.017,147,000.00122.51310.20Form 13
Ameriprise Financial Inc12-31-2020Com316,276Increased5084.850.0132,704,000.0013,087.10103.40Form 13
Credit Suisse Ag/12-31-2020Wilderhil Clan19,141New!0.000.001,979,000.000.00206.79Form 13
Hsbc Holdings Plc12-31-2020Wilderhil Clan10,085New!0.000.001,045,000.000.00311.20Form 13
Goldman Sachs Group Inc12-31-2020Cmn69,041Increased37.970.007,138,000.00251.11103.39Form 13
Bank Of Montreal /can/12-31-2020Wilderhil Clan350Increased250.000.0043,000.00514.29244.00Form 13
Royal Bank Of Canada12-31-2020Wilderhil Clan74,861Increased81.690.007,740,000.00209.11618.77Form 13
Colony Group Llc12-31-2020Etf2,998Decreased-11.490.01310,000.0050.49103.40Form 13
Zurich Insurance Group Ltd/fi12-31-2020Wilderhil Clan109,304Decreased-17.800.1711,301,000.0039.83103.39Form 13
Scopus Asset Management, L.p.12-31-2020Wilderhil Clan66,977New!0.000.116,925,000.000.00103.39Form 13
First Republic Investment Management, Inc.12-31-2020Wilderhil Clan3,434Decreased-4.290.00355,000.0062.84103.38Form 13
Citadel Advisors Llc12-31-2020Wilderhil Clan170,973Increased101.480.0017,677,000.00242.71310.15Form 13
Atlas Capital Advisors Llc12-31-2020Us Mid Cap180New!0.003.9118,610,000.000.00103,388.89Form 13
Benjamin F. Edwards & Company, Inc.12-31-2020Wilderhil Clan3,059Increased104.890.02316,000.00247.25103.30Form 13
Susquehanna International Group, Llp12-31-2020Wilderhil Clan166,559Increased195.880.0017,221,000.00403.39310.19Form 13
Two Sigma Securities, Llc12-31-2020Wilderhil Clan4,300Increased4.880.01445,000.0078.71206.98Form 13
Flow Traders U.s. Llc12-31-2020Etp35,082New!0.000.253,627,000.000.00103.39Form 13
Psagot Investment House Ltd.12-31-2020Wilderhil Clan94,833New!0.000.239,805,000.000.00103.39Form 13
Freestone Capital Holdings, Llc12-31-2020Wilderhil Clan840New!0.000.0186,848,000.000.00103,390.48Form 13
Hap Trading, Llc12-31-2020Wilderhil Clan0Liquidated!-100.000.000.000.000.00Form 13
Captrust Financial Advisors12-31-2020Etf394New!0.000.0041,000.000.00104.06Form 13
Tower Research Capital Llc (trc)12-31-2020Wilderhil Clan6,922Decreased-83.210.02716,000.00-71.42103.44Form 13
Allianz Asset Management Gmbh12-31-2020Wilderhil Clan30,000New!0.000.003,102,000.000.00103.40Form 13
Advisory Alpha, Llc12-31-2020Wilderhil Clan0Liquidated!-100.000.000.000.000.00Form 13
Advisory Alpha, Llc12-31-2020Wilderhil Clan0Liquidated!-100.000.000.000.000.00Form 13
Wealthspire Advisors, Llc12-31-2020Wilderhil Clan10,307New!0.000.031,066,000.000.00103.42Form 13
Belpointe Asset Management Llc12-31-2020Wilderhil Clan1,149New!0.000.01119,000.000.00103.57Form 13
Private Portfolio Partners Llc12-31-2020Wilderhil Clan3,213New!0.000.12332,000.000.00103.33Form 13
Edge Capital Group, Llc12-31-2020Wilderhil Clan2,335New!0.000.02241,000.000.00103.21Form 13
Smith, Moore & Co.12-31-2020Wilderhil Clan13,344Decreased-14.550.261,380,000.0045.42103.42Form 13
Morgan Stanley12-31-2020Wilderhil Clan717,079Increased120.000.0174,139,000.00459.84207.15Form 13
Wms Partners, Llc12-31-2020Wilderhil Clan15,000Maintained0.000.271,551,000.0070.07103.40Form 13
Cetera Advisors Llc12-31-2020Wilderhil Clan7,250New!0.000.02750,000.000.00103.45Form 13
Cetera Advisor Networks Llc12-31-2020Wilderhil Clan8,812Increased124.400.02911,000.00469.38103.38Form 13
Cetera Investment Advisers12-31-2020Wilderhil Clan15,766New!0.000.031,630,000.000.00103.39Form 13
Ep Wealth Advisors, Llc12-31-2020Wilderhil Clan28,550Decreased-0.780.102,952,000.0068.78103.40Form 13
Pacific Center For Financial Services12-31-2020Wilderhil Clan187New!0.000.0119,000.000.00101.60Form 13
Professional Planning12-31-2020Wilderhil Clan19,624Increased25.800.822,029,000.00114.03103.39Form 13
Strategic Wealth Management Inc12-31-2020Wilderhil Clan39,028Increased3.912.484,035,000.0076.74103.39Form 13
Truist Financial Corp12-31-2020Wilderhil Clan95,381New!0.000.019,863,000.000.00517.25Form 13
Albion Financial Group /ut12-31-2020Wilderhil Clan3,047New!0.000.03315,000.000.00103.38Form 13
Pin Oak Investment Advisors Inc12-31-2020Etf220New!0.000.0223,000.000.00104.55Form 13
Jpmorgan Chase & Co12-31-2020Fund55,358Maintained0.000.005,724,000.000.00206.88Form 13
Fulcrum Equity Management12-31-2020Wilderhil Clan13,001Decreased-3.790.541,344,000.0063.70103.38Form 13
Bank Julius Baer & Co. Ltd, Zurich12-31-2020Wilderhil Clan996Decreased-7.520.00103,000.000.00103.41Form 13