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NewIncreasedMaintainedDecreasedLiquidated
12361485
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Curbstone Financial Management Corp03-31-2021Bdfund92,520Increased14.411.135,659,000.0012.7361.17Form 13
Fc Advisory Llc03-31-2021Us Tips Etf111,402Increased200.693.326,813,000.00196.2261.16Form 13
Modus Advisors, Llc03-31-2021Etf103,397Increased11.792.936,324,000.0010.1461.16Form 13
Sowa Financial Group, Inc.03-31-2021Us Tips Etf0Liquidated!-100.000.000.000.000.00Form 13
Larson Financial Group Llc03-31-2021Us Tips Etf3,461Maintained0.000.07215,000.000.0062.12Form 13
Old Port Advisors03-31-2021Us Tips Etf4,433Maintained0.000.11271,000.00-1.8161.13Form 13
Parcion Private Wealth Llc03-31-2021Us Tips Etf5,579Decreased-10.460.04341,000.00-11.8961.12Form 13
Gateway Advisory, Llc03-31-2021Us Tips Etf63,277Increased0.820.983,870,000.00-0.6761.16Form 13
Addison Capital Co03-31-2021Com6,706Increased2.350.23410,000.000.7461.14Form 13
Cordasco Financial Network03-31-2021Us Tips Etf50Maintained0.000.003,000.000.0060.00Form 13
Valeo Financial Advisors, Llc03-31-2021Etf1,011Maintained0.000.0062,000.00-1.5961.33Form 13
Quadratic Capital Management Llc03-31-2021Us Tips Etf35,927,717Increased166.809.992,197,339,000.00162.8461.16Form 13
Hbw Advisory Services Llc03-31-2021Us Tips Etf4,508Maintained0.000.07276,000.000.0061.22Form 13
Walkner Condon Financial Advisors Llc03-31-2021Us Tips Etf63,990Increased2.721.523,914,000.001.2261.17Form 13
Prairiewood Capital, Llc03-31-2021Us Tips Etf62,941Increased0.453.533,849,000.00-1.0561.15Form 13
Moody National Bank Trust Division03-31-2021Us Tips Etf36,970Maintained0.000.052,261,000.00-1.4861.16Form 13
First National Bank Of Hutchinson03-31-2021Fixed Income Etf0Liquidated!-100.000.000.000.000.00Form 13
Advisornet Financial, Inc03-31-2021Etf54,364Increased35.000.243,325,000.0033.0061.16Form 13
Resource Planning Group03-31-2021Us Tips Etf160,299Increased11.426.439,804,000.009.7661.16Form 13
Fdx Advisors, Inc.03-31-2021Etf170,807Increased1534.990.3910,447,000.00-93.8861.16Form 13
Corbenic Partners Llc03-31-2021Us Tips Etf266New!0.000.0016,000.000.0060.15Form 13
Taylor, Cottrill, Erickson & Associates, Inc.03-31-2021Common8,176Increased3.260.08500,000.001.6361.15Form 13
Gilbert & Cook, Inc.03-31-2021Us Tips Etf356,488Increased8.334.2921,803,000.006.7761.16Form 13
Mountain Capital Investment Advisors, Inc03-31-2021Us Tips Etf0Liquidated!-100.000.000.000.000.00Form 13
Sound Income Strategies, Llc03-31-2021Us Tips Etf736New!0.000.0145,014,000.000.0061,160.33Form 13
Global Retirement Partners, Llc03-31-2021Us Tips Etf7,644Increased13.670.05467,000.0011.9961.09Form 13
Reitz Capital Advisors Llc03-31-2021Us Tips Etf28,575New!0.001.291,747,000.000.0061.14Form 13
Strategic Investment Advisors / Mi03-31-2021Us Tips Etf9,305Increased5.470.15569,000.003.8361.15Form 13
Baldrige Asset Management Llc03-31-2021Us Tips Etf30,346Increased3.331.011,856,000.001.8161.16Form 13
Private Capital Management Llc03-31-2021Us Tips Etf11,475Decreased-7.750.37702,000.00-8.8361.18Form 13
Charles Schwab Trust Co03-31-2021Us Tips Etf310,375Increased6.713.9419,001,000.005.2361.22Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open56Maintained0.000.003,000.000.0053.57Form 13
Cva Family Office, Llc03-31-2021Us Tips Etf31,367Increased313.700.731,918,000.00307.2261.15Form 13
Verde Capital Management03-31-2021Us Tips Etf25,935Increased5.000.701,586,000.003.4661.15Form 13
Latitude Advisors, Llc03-31-2021Us Tips Etf3,872Increased7.980.19237,000.006.2861.21Form 13
Optimum Investment Advisors03-31-2021Us Tips Etf141Maintained0.000.009,000.000.0063.83Form 13
Bennicas & Associates, Inc.03-31-2021Com23,190Decreased-6.080.811,418,000.00-7.5061.15Form 13
Valicenti Advisory Services Inc03-31-2021Com73,065Increased10.051.334,469,000.008.4261.16Form 13
Corrado Advisors, Llc03-31-2021Us Tips Etf108,502Increased1.584.916,636,000.000.0861.16Form 13
Burt Wealth Advisors03-31-2021Us Tips Etf265,061Increased1.965.9716,211,000.000.4561.16Form 13
Prism Advisors, Inc.03-31-2021Us Tips Etf6,383Increased46.740.14390,000.0044.4461.10Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open9New!0.000.000.000.000.00Form 13
Benchmark Wealth Management, Llc03-31-2021Us Tips Etf23,624New!0.001.071,445,000.000.0061.17Form 13
Wolff Wiese Magana Llc03-31-2021Us Tips Etf138New!0.000.018,000.000.0057.97Form 13
Swmg, Llc03-31-2021Us Tips Etf3,860Increased1.790.16236,000.000.0061.14Form 13
Adirondack Trust Co03-31-2021Etf's - Fixed Income459New!0.000.0128,000.000.0061.00Form 13
Vigilant Capital Management, Llc03-31-2021Common Stock455Decreased-44.850.0028,000.00-45.1061.54Form 13
Harbor Investment Advisory, Llc03-31-2021Etf546Maintained0.000.0033,000.00-2.9460.44Form 13
Next Financial Group, Inc03-31-2021Us Tips Etf3,803Increased5.900.02233,000.004.48138.13Form 13
Bogart Wealth, Llc03-31-2021Etf50Maintained0.000.003,000.000.0060.00Form 13
Cra Financial Services, Llc03-31-2021Us Tips Etf3,883Decreased-4.360.09237,000.00-5.9561.04Form 13
Ade, Llc03-31-2021Mf Closed And Mf Open2,967Maintained0.000.18181,000.00-1.6361.00Form 13
Roffman Miller Associates Inc /pa/03-31-2021Etf71,542Maintained0.000.0172,000.000.001.01Form 13
Lederer & Associates Investment Counsel/ca03-31-2021Com42,345Increased459.389.992,589,820,000.00550,925.5361,160.00Form 13
Bartlett & Co. Llc03-31-2021Etf52Maintained0.000.003,000.000.0057.69Form 13
Lvw Advisors, Llc03-31-2021Us Tips Etf683,442Increased0.588.0341,799,000.00-0.9261.16Form 13
Ifg Advisory, Llc03-31-2021Mf Closed And Mf Open30,092New!0.000.231,840,000.000.0061.15Form 13
Stokes Capital Advisors, Llc03-31-2021Us Tips Etf26,550Increased3.180.671,624,000.001.6961.17Form 13
Arkfeld Wealth Strategies, L.l.c.03-31-2021Us Tips Etf5,100New!0.000.20312,000.000.0061.18Form 13
Solitude Financial Services03-31-2021Us Tips Etf55,796Increased3.682.753,412,000.002.1361.15Form 13
Creative Financial Designs Inc /adv03-31-2021Etf4,755Increased141.250.06291,000.00140.5061.20Form 13
Cabot Wealth Management Inc03-31-2021Us Tips Etf6,807Decreased-14.500.06416,000.00-15.7961.11Form 13
Bangor Savings Bank03-31-2021Other30,913Increased13.940.231,891,000.0012.2961.17Form 13
Private Ocean, Llc03-31-2021Etf1,968Decreased-0.050.02120,000.00-1.6460.98Form 13
Intersect Capital Llc03-31-2021Us Tips Etf12,157New!0.000.15744,000.000.0061.20Form 13
Capital Insight Partners, Llc03-31-2021Us Tips Etf48,981Increased6.840.732,996,000.005.2761.17Form 13
First Command Bank03-31-2021Us Tips Etf94New!0.000.996,000.000.0063.83Form 13
First Command Financial Services, Inc.03-31-2021Us Tips Etf94New!0.000.006,000.000.0063.83Form 13
Successful Portfolios Llc03-31-2021Us Tips Etf10,101Increased2.110.41618,000.000.6561.18Form 13
First Command Advisory Services, Inc.03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Hurlow Wealth Management Group, Inc.03-31-2021Us Tips Etf0Liquidated!-100.000.000.000.000.00Form 13
Cordant, Inc.03-31-2021Us Tips Etf13,080Increased2.350.52800,000.000.8861.16Form 13
West Financial Advisors, Llc03-31-2021Us Tips Etf682Maintained0.000.0142,000.000.0061.58Form 13
Toth Financial Advisory Corp03-31-2021Us Tips Etf1,837Decreased-17.070.02112,000.00-18.8460.97Form 13
Lincoln Capital Corp03-31-2021Us Tips Etf126,358Increased9.354.827,728,000.007.7461.16Form 13