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NewIncreasedMaintainedDecreasedLiquidated
15243
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Lowe Wealth Advisors, Llc03-31-2021Etf88,335Decreased-9.032.464,896,000.00-13.8555.43Form 13
Weaver Consulting Group03-31-2021A Rate Cp Bd Etf0Liquidated!-100.000.000.000.000.00Form 13
Nbt Bank N A /ny03-31-2021Com4,636Maintained0.000.04257,000.00-5.1755.44Form 13
Acorn Financial Advisory Services Inc /adv03-31-2021A Rate Cp Bd Etf0Liquidated!-100.000.000.000.000.00Form 13
Trilogy Capital Inc.03-31-2021A Rate Cp Bd Etf9,732New!0.000.04539,000.000.0055.38Form 13
Global Trust Asset Management, Llc03-31-2021A Rate Cp Bd Etf680Decreased-83.470.0238,000.00-84.2355.88Form 13
Latitude Advisors, Llc03-31-2021A Rate Cp Bd Etf26,014Increased87.021.181,442,000.0077.1555.43Form 13
Valicenti Advisory Services Inc03-31-2021Com171,100Increased4.012.819,484,000.00-1.4855.43Form 13
Atticus Wealth Management, Llc03-31-2021A Rate Cp Bd Etf33,547Decreased-73.290.891,860,000.00-74.6955.44Form 13
Next Financial Group, Inc03-31-2021A Rate Cp Bd Etf2,936Increased50.950.01163,000.0042.9855.52Form 13
Sterling Investment Advisors Llc /adv03-31-2021A Rate Cp Bd Etf300,309Increased1.969.9916,646,000.00-3.4255.43Form 13
Eastover Investment Advisors Llc03-31-2021A Rate Cp Bd Etf13,275Decreased-0.750.52736,000.00-6.0055.44Form 13
Kcs Wealth Advisory03-31-2021A Rate Cp Bd Etf43,818Increased39.741.252,429,000.0032.3755.43Form 13
Optas, Llc03-31-2021A Rate Cp Bd Etf0Liquidated!-100.000.000.000.000.00Form 13
Legacy Capital Partners, Inc.03-31-2021Etf5,300Maintained0.000.11294,000.00-5.1655.47Form 13