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NewIncreasedMaintainedDecreasedLiquidated
11261691
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Huntington National Bank03-31-2021Exchange Traded1Maintained0.000.000.000.000.00Form 13
Advisornet Financial, Inc03-31-2021Etf450Maintained0.000.0043,000.002.3895.56Form 13
Sound Income Strategies, Llc03-31-2021Msci Global Imp228New!0.000.0021,624,000.000.0094,842.11Form 13
Global Retirement Partners, Llc03-31-2021Msci Global Imp300New!0.000.0028,000.000.0093.33Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open94New!0.000.008,000.000.0085.11Form 13
Wealth Management Partners, Llc03-31-2021Msci Global Imp3,101Decreased-28.030.22295,000.00-31.5595.13Form 13
Next Financial Group, Inc03-31-2021Msci Global Imp1,101Increased92.820.01104,000.0096.2394.46Form 13
Bogart Wealth, Llc03-31-2021Etf30New!0.000.003,000.000.00100.00Form 13
Sugarloaf Wealth Management, Llc03-31-2021Msci Global Imp100Increased203.030.003,000.000.0030.00Form 13
Sharkey, Howes & Javer03-31-2021Msci Global Imp9,473Increased160.820.28898,000.00164.9094.80Form 13
Private Advisor Group, Llc03-31-2021Msci Global Imp3,129Maintained0.000.00297,000.000.0094.92Form 13
Patten Group, Inc.03-31-2021Msci Global Imp3,384Increased5.780.10321,000.007.3694.86Form 13
Arlington Financial Advisors, Llc03-31-2021Msci Global Imp17,915Increased16.980.691,699,000.0018.8194.84Form 13
Whittier Trust Co Of Nevada Inc03-31-2021Non-us Equity (developed)5,000Maintained0.000.02474,000.001.5094.80Form 13
Janney Montgomery Scott Llc03-31-2021Etf/closed End6,869Decreased-0.690.00651,000.000.7794.77Form 13
Cwm, Llc03-31-2021Msci Global Imp491,514Increased36.560.4146,615,000.0038.7494.84Form 13
Dynamic Advisor Solutions Llc03-31-2021Msci Global Imp4,604Increased43.520.04437,000.0046.1594.92Form 13
Pfg Advisors03-31-2021Msci Global Imp5,314Increased8.580.06504,000.0010.2894.84Form 13
Lfa - Lugano Financial Advisors Sa03-31-2021Msci Global Imp4,101Decreased-19.890.27389,000.00-18.6294.85Form 13
Front Row Advisors Llc03-31-2021Etf150New!0.000.0114,000.000.0093.33Form 13
Us Bancorp \de\03-31-2021Other630Maintained0.000.0060,000.001.6995.24Form 13
Ameraudi Asset Management, Inc.03-31-2021Msci Global Imp2,500Maintained0.000.11237,000.001.7294.80Form 13
Creative Planning03-31-2021Msci Global Imp4,384Increased31.140.00416,000.0033.3394.89Form 13
Ifp Advisors, Inc03-31-2021Cef0Maintained0.000.000.000.000.00Form 13
Wealthcare Advisory Partners Llc03-31-2021Common625New!0.000.0059,000.000.0094.40Form 13
Archetype Wealth Partners03-31-2021Etf5,664Decreased-1.290.21537,000.000.1994.81Form 13
Inspire Advisors, Llc03-31-2021Msci Global Imp0Liquidated!-100.000.000.000.000.00Form 13
Bond & Devick Financial Network, Inc.03-31-2021Msci Global Imp5,689Decreased-1.730.50540,000.000.0094.92Form 13
Foster Dykema Cabot & Co Inc/ma03-31-2021Com20,093Increased1.790.261,906,000.003.4794.86Form 13
Envestnet Asset Management Inc03-31-2021Msci Global Imp4,105Increased2.650.00389,000.004.2994.76Form 13
Fundx Investment Group, Llc03-31-2021Msci Global Imp38,925Increased2.012.083,692,000.003.6594.85Form 13
Harvest Group Wealth Management, Llc03-31-2021Etf78,468Decreased-1.564.877,760,000.004.2798.89Form 13
Financial Partners Group, Inc03-31-2021Msci Global Imp3,800Increased44.490.10360,000.0037.4094.74Form 13
Danda Trouve Investment Management, Inc.03-31-2021Msci Global Imp32Maintained0.000.003,000.000.0093.75Form 13
Commonwealth Equity Services, Llc03-31-2021Msci Global Imp24,099Increased19.780.012,285,000.0021.6794.82Form 13
Halbert Hargrove Global Advisors, Llc03-31-2021Msci Global Imp8,247Increased6.560.06782,000.008.3194.82Form 13
Leonard Rickey Investment Advisors P.l.l.c.03-31-2021Msci Global Imp8,435Increased10.880.32800,000.0012.6894.84Form 13
Blackrock Inc.03-31-2021Msci Global Imp28,173Increased281630.000.002,672,000.00267,100.00194.84Form 13
Mariner, Llc03-31-2021Msci Global Imp13,914Maintained0.000.011,320,000.000.0094.87Form 13
Vontobel Holding Ltd.03-31-2021Msci Global Imp13,315Maintained0.000.011,263,000.001.6194.86Form 13
First Horizon Advisors, Inc.03-31-2021Other3,236Maintained0.000.04307,000.001.6694.87Form 13
Bergankdv Wealth Management, Llc03-31-2021Msci Global Imp2,032Maintained0.000.02193,000.001.5894.98Form 13
Jacobi Capital Management Llc03-31-2021Msci Global Imp50New!0.000.005,000.000.00100.00Form 13
Arjuna Capital03-31-2021Msci Global Imp879Decreased-48.930.0484,000.00-47.83203.12Form 13
Cedar Brook Financial Partners, Llc03-31-2021Msci Global Imp4,438New!0.000.15421,000.000.0094.86Form 13
Brinker Capital Investments, Llc03-31-2021Msci Global Imp15,246Decreased-4.530.021,446,000.00-2.9594.84Form 13
Bank Of New York Mellon Corp03-31-2021Msci2,786Maintained0.000.00264,000.000.0094.79Form 13
Advisor Group Holdings, Inc.03-31-2021Msci Global Imp21,510Increased15.420.002,040,000.0017.24665.02Form 13
Gentrust, Llc03-31-2021Msci Global Imp2,500Maintained0.000.02232,000.00-0.4392.80Form 13
Concord Wealth Partners03-31-2021Msci Global Imp700Maintained0.000.0266,000.001.5494.29Form 13
Mccarthy Asset Management, Inc.03-31-2021Msci Global Imp196New!0.000.0119,000.000.0096.94Form 13
Proequities, Inc.03-31-2021Msci Global Imp621Increased4.190.0059,000.0043.9095.01Form 13
Citigroup Inc03-31-2021Msci Global Imp506Increased69.800.0048,000.0071.4394.86Form 13
C M Bidwell & Associates Ltd03-31-2021Com204New!0.000.0119,000.000.0093.14Form 13
Northwestern Mutual Wealth Management Co03-31-2021Msci Global Imp1,775New!0.000.00168,000.000.0094.65Form 13
Equitable Holdings, Inc.03-31-2021Msci Global Imp2,857Increased25.250.01271,000.0027.2394.85Form 13
Assetmark, Inc03-31-2021Etf3,175Increased8.030.00301,000.009.8594.80Form 13
Raymond James Financial Services Advisors, Inc.03-31-2021Msci Global Imp84,495Increased99.110.028,014,000.00102.2794.85Form 13
Mcmahon Financial Advisors, Llc03-31-2021Msci Global Imp7,244Maintained0.000.33687,000.001.6394.84Form 13
Belpointe Asset Management Llc03-31-2021Msci Global Imp7,164Increased12.730.06679,000.0014.5094.78Form 13
Fmr Llc03-31-2021Msci Global Imp380Decreased-42.340.0036,000.00-40.9894.74Form 13
Bank Of America Corp /de/03-31-2021Msci Globa173,674Increased28.260.0016,472,000.0030.31189.68Form 13
Stifel Financial Corp03-31-2021Msci Global Imp5,040Increased22.630.00478,000.0024.48189.08Form 13