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NewIncreasedMaintainedDecreasedLiquidated
1672277538
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
M&r Capital Management Inc03-31-2021Etf300Maintained0.000.0013,000.000.0043.33Form 13
Eisneramper Wealth Management Corporate Benefits, Llc03-31-2021Etf8,057Maintained0.000.20369,000.000.8245.80Form 13
Chesley Taft & Associates Llc03-31-2021Etf31,355Decreased-14.600.091,433,000.00-14.0945.70Form 13
Carroll Financial Associates, Inc.03-31-2021Etf16Maintained0.000.000.000.000.00Form 13
Lowe Wealth Advisors, Llc03-31-2021Etf1,400Decreased-22.220.0364,000.00-21.9545.71Form 13
Spotlight Asset Group, Inc.03-31-20210-5yr Hi Yl Cp17,708Decreased-2.960.30811,000.00-2.1745.80Form 13
Acorn Financial Advisory Services Inc /adv03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Teamwork Financial Advisors, Llc03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Regal Wealth Group, Inc.03-31-20210-5yr Hi Yl Cp94,176Increased4.492.534,314,000.005.3545.81Form 13
Harbour Capital Advisors, Llc03-31-20210-5yr Hi Yl Cp7,920New!0.000.11363,000.000.0045.83Form 13
Valeo Financial Advisors, Llc03-31-2021Etf1,043Increased5.890.0048,000.006.6746.02Form 13
Monument Capital Management03-31-20210-5yr Hi Yl Cp49,518Decreased-35.930.912,268,000.00-35.4245.80Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund0Liquidated!-100.000.000.000.000.00Form 13
Ern Financial, Llc03-31-20210-5yr Hi Yl Cp9,133Increased0.240.16418,000.000.9745.77Form 13
Integer Wealth Advisors Group Llc03-31-20210-5yr Hi Yl Cp32,778Increased18.930.821,500,000.0020.1945.76Form 13
Veracity Capital Llc03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Prosperity Planning, Inc.03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Ironwood Wealth Management, Inc.03-31-20210-5yr Hi Yl Cp135,953Increased0.594.936,228,000.001.4045.81Form 13
Huntington National Bank03-31-2021Exchange Traded0Liquidated!-100.000.000.000.000.00Form 13
Enterprise Trust & Investment Co03-31-20210-5yr Hi Yl Cp639Maintained0.000.0129,000.000.0045.38Form 13
Carl P. Sherr & Co., Llc03-31-20210-5yr Hi Yl Cp4,866New!0.000.17223,000.000.0045.83Form 13
Intelligence Driven Advisers, Llc03-31-20210-5yr Hi Yl Cp38,815Decreased-2.840.401,778,000.00-2.0445.81Form 13
4j Wealth Management Llc03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Advisornet Financial, Inc03-31-2021Etf3,534Decreased-85.870.01162,000.00-85.7445.84Form 13
Fdx Advisors, Inc.03-31-2021Etp14,496Increased2083.130.03664,000.00-95.4245.81Form 13
Mountain Capital Investment Advisors, Inc03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Mountain Capital Investment Advisors, Inc03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Shilanski & Associates, Inc.03-31-20210-5yr Hi Yl Cp9,316Increased0.770.23427,000.001.6745.84Form 13
Sound Income Strategies, Llc03-31-20210-5yr Hi Yl Cp1,092,916Increased6.528.4850,066,469,000.00107,290.3845,809.99Form 13
Global Retirement Partners, Llc03-31-20210-5yr Hi Yl Cp2,496Decreased-54.650.01114,000.00-54.4045.67Form 13
Strategic Investment Advisors / Mi03-31-20210-5yr Hi Yl Cp9,254Increased20.210.11424,000.0021.1445.82Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open26Decreased-62.860.001,000.00-66.6738.46Form 13
Vivid Financial Management, Inc.03-31-20210-5yr Hi Yl Cp61,474Decreased-13.631.292,816,000.00-12.9345.81Form 13
Optimum Investment Advisors03-31-20210-5yr Hi Yl Cp131Decreased-21.560.006,000.00-25.0045.80Form 13
Mcdonald Partners Llc03-31-20210-5yr Hi Yl Cp23,669Increased3.160.221,084,000.003.9345.80Form 13
Crescent Capital Consulting, Llc03-31-2021Exchange Traded Fund4,400New!0.000.04202,000.000.0045.91Form 13
Allegiant Private Advisors, Llc03-31-20210-5yr Hi Yl Cp177,752Increased48.611.498,143,000.0049.8345.81Form 13
City Holding Co03-31-2021Mutual Fund-fixed Inc High Yld5,875Increased9531.150.05269,000.008,866.6745.79Form 13
Harbor Investment Advisory, Llc03-31-2021Etf699Increased5.590.0032,000.006.6745.78Form 13
Hanlon Investment Management, Inc.03-31-20210-5yr Hi Yl Cp154,551Decreased-18.971.557,080,000.00-18.3345.81Form 13
Next Financial Group, Inc03-31-20210-5yr Hi Yl Cp24,179Decreased-12.520.101,107,000.00-11.8691.52Form 13
Bartlett & Co. Llc03-31-2021Etf227,306Increased21.310.2110,413,000.0022.3045.81Form 13
Rfg Advisory, Llc03-31-20210-5yr Hi Yl Cp24,998Decreased-62.780.121,145,000.00-62.5345.80Form 13
Wambolt & Associates, Llc03-31-20210-5yr Hi Yl Cp29,670Increased56.040.711,355,000.0056.8345.67Form 13
One Advisory Partners, Llc03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Tri-star Advisors Inc.03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Galvin, Gaustad & Stein, Llc03-31-20210-5yr Hi Yl Cp224,955Decreased-1.361.0410,305,000.00-0.5645.81Form 13
Creative Financial Designs Inc /adv03-31-2021Etf27,236Increased3.670.241,248,000.008.0545.82Form 13
Northwest Investment Counselors, Llc03-31-20210-5yr Hi Yl Cp11,825Decreased-15.460.15542,000.00-14.7845.84Form 13
Successful Portfolios Llc03-31-20210-5yr Hi Yl Cp5,310Decreased-66.390.16243,000.00-66.1645.76Form 13
Evolution Wealth Advisors, Llc03-31-20210-5yr Hi Yl Cp785New!0.000.0136,000.000.0045.86Form 13
Great Valley Advisor Group, Inc.03-31-20210-5yr Hi Yl Cp209,179Increased3.960.929,582,000.004.8045.81Form 13
Austin Private Wealth, Llc03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Beacon Financial Advisory Llc03-31-20210-5yr Hi Yl Cp4,386Decreased-39.210.12201,000.00-38.5345.83Form 13
S.a. Mason Llc03-31-2021Etf650Maintained0.000.0230,000.000.0046.15Form 13
Horst & Graben Wealth Management Llc03-31-20210-5yr Hi Yl Cp12,218Decreased-88.240.18560,000.00-88.1445.83Form 13
Capital Advisors Wealth Management, Llc03-31-20210-5yr Hi Yl Cp6,124New!0.000.12281,000.000.0045.89Form 13
Toth Financial Advisory Corp03-31-20210-5yr Hi Yl Cp230Maintained0.000.0011,000.0010.0047.83Form 13
Gradient Investments Llc03-31-20210-5yr Hi Yl Cp637,208Decreased-18.530.9529,191,000.00-15.0945.81Form 13
Baystate Wealth Management Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Sharkey, Howes & Javer03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Clearwater Capital Advisors, Llc03-31-20210-5yr Hi Yl Cp1,192,953Increased10.896.8354,649,000.0011.7945.81Form 13
Old National Bancorp /in/03-31-20210-5yr Hi Yl Cp10,800New!0.000.02495,000.000.0045.83Form 13
Matthew Goff Investment Advisor, Llc03-31-20210-5yr Hi Yl Cp202,549Increased31.402.629,279,000.0032.4645.81Form 13
Private Advisor Group, Llc03-31-20210-5yr Hi Yl Cp33,796Decreased-1.920.011,548,000.00-1.1545.80Form 13
Venturi Wealth Management, Llc03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Quattro Financial Advisors Llc03-31-20210-5yr Hi Yl Cp10,073Increased29.870.10461,000.0030.5945.77Form 13
Lexaurum Advisors, Llc03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Coastal Capital Group, Inc.03-31-2021Etf12,436Increased0.360.15570,000.001.2445.83Form 13
Truewealth Advisors, Llc03-31-20210-5yr Hi Yl Cp5,306Increased12.899.99243,000.0014.0845.80Form 13
Karn, Couzens & Associates, Inc.03-31-20210-5yr Hi Yl Cp5,114Decreased-10.220.21234,000.00-9.6545.76Form 13
Rwm Asset Management, Llc03-31-20210-5yr Hi Yl Cp1,855Decreased-82.140.0285,000.00-81.9945.82Form 13
First Merchants Corp03-31-2021Etf Fixed Taxable0Liquidated!-100.000.000.000.000.00Form 13
Nwam Llc03-31-20210-5yr Hi Yl Cp6,779Decreased-90.510.03311,000.00-90.4245.88Form 13
Parallel Advisors, Llc03-31-2021Etf2,680Increased12.610.01123,000.0013.8945.90Form 13
Flc Capital Advisors03-31-20210-5yr Hi Yl Cp67,246Decreased-63.470.963,081,000.00-63.1645.82Form 13
Divergent Planning, Llc03-31-20210-5yr Hi Yl Cp174,749Increased6.916.838,007,000.007.8145.82Form 13
Bernardo Wealth Planning Llc03-31-2021Etf7,528Decreased-3.840.22344,000.00-3.1045.70Form 13
Conning Inc.03-31-20210-5yr Hi Yl Cp210,194Maintained0.000.299,629,000.000.8245.81Form 13
Atwood & Palmer Inc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Whittier Trust Co03-31-2021Fixed Income Taxable154,475Decreased-2.740.147,076,000.00-1.9491.62Form 13
Whittier Trust Co Of Nevada Inc03-31-2021Fixed Income Taxable64,718Increased3.770.152,965,000.004.6645.81Form 13
Montecito Bank & Trust03-31-2021Com92,126Increased94.550.884,220,000.0096.1045.81Form 13
Lenox Wealth Advisors, Llc03-31-2021Com37New!0.000.002,000.000.0054.05Form 13
Archford Capital Strategies, Llc03-31-2021Etf36,522Decreased-16.690.451,676,000.00-15.9945.89Form 13
Gwm Advisors Llc03-31-2021Mf Closed And Mf Open13,376Decreased-93.570.02613,000.00-93.5245.83Form 13
Mcadam, Llc03-31-20210-5yr Hi Yl Cp12,310Increased8.420.08564,000.009.5145.82Form 13
Mascoma Wealth Management Llc03-31-2021Etf23,334New!0.000.001,069,000.000.0045.81Form 13
Lejeune Puetz Investment Counsel Llc03-31-2021Equity26,565Maintained0.000.481,217,000.000.8345.81Form 13
Icon Wealth Partners, Llc03-31-2021Etf12,442Decreased-85.260.07570,000.00-85.1445.81Form 13
Smart Money Group Llc03-31-20210-5yr Hi Yl Cp17,240Increased10.380.66790,000.0011.2745.82Form 13
Brand Asset Management Group, Inc.03-31-20210-5yr Hi Yl Cp3,004Increased9.320.07138,000.0010.4045.94Form 13
Ma Private Wealth03-31-20210-5yr Hi Yl Cp7,148Maintained0.000.07327,000.000.0045.75Form 13
Monticello Wealth Management, Llc03-31-20210-5yr Hi Yl Cp163,528Decreased-7.180.577,491,000.00-6.4345.81Form 13
Arkadios Wealth Advisors03-31-2021Etf9,100Increased4382.760.07416,000.004,522.2245.71Form 13
Legacy Financial Group Llc03-31-20210-5yr Hi Yl Cp Etf274,067Increased10.574.3612,555,000.0011.4645.81Form 13
Clearview Wealth Advisors Llc03-31-2021Etf86,525Maintained0.002.553,932,000.000.0045.44Form 13
Round Rock Advisors, Llc03-31-20210-5yr Hi Yl Cp21,407Decreased-1.640.78981,000.00-0.7145.83Form 13
Western Financial Corporation03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Boyd Watterson Asset Management Llc/oh03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Janney Montgomery Scott Llc03-31-2021Etf/closed End-40,376Decreased-96.590.011,850,000.00-96.5645.82Form 13
Sage Advisory Services, Ltd.co.03-31-2021Fetf275,904Increased10.383.0812,639,000.0011.2545.81Form 13
Cwm, Llc03-31-20210-5yr Hi Yl Cp14,061Decreased-99.590.01644,000.00-99.5945.80Form 13
Dynamic Advisor Solutions Llc03-31-20210-5yr Hi Yl Cp74,868Increased82.740.323,430,000.0084.2145.81Form 13
Stratos Wealth Partners, Ltd.03-31-20210-5yr Hi Yl Cp101,127Increased16.540.134,633,000.0017.5045.81Form 13
Concorde Asset Management, Llc03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Pfg Advisors03-31-20210-5yr Hi Yl Cp22,004Decreased-25.300.131,008,000.00-24.7245.81Form 13
Stone House Investment Management, Llc03-31-20210-5yr Hi Yl Cp83,699Maintained0.001.923,803,000.000.0045.44Form 13
Ae Wealth Management Llc03-31-20210-5yr Hi Yl Cp176,221Decreased-38.780.088,073,000.00-38.2845.81Form 13
Stratos Wealth Advisors, Llc03-31-20210-5yr Hi Yl Cp14,512Decreased-66.710.07665,000.00-66.4345.82Form 13
Spectrum Planning & Advisory Services Inc.03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Savior Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Fisher Asset Management, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Duncker Streett & Co Inc03-31-20210-5yr Hi Yl Cp2,004Decreased-13.320.0292,000.00-12.3845.91Form 13
Park Avenue Securities Llc03-31-20210-5yr Hi Yl Cp82,207Decreased-93.790.013,766,000.00-93.7445.81Form 13
Washington Trust Co03-31-2021Msci Emg Mkt Etf101Maintained0.000.005,000.000.0049.50Form 13
Financial Sense Advisors, Inc.03-31-20210-5yr Hi Yl Cp246,727Increased6.953.8011,303,000.007.8345.81Form 13
J.w. Cole Advisors, Inc.03-31-20210-5yr Hi Yl Cp44,460Increased7.450.202,037,000.008.3545.82Form 13
Day & Ennis, Llc03-31-20210-5yr Hi Yl Cp8,123Decreased-83.590.14372,000.00-83.4745.80Form 13
Probity Advisors, Inc.03-31-20210-5yr Hi Yl Cp354,593Increased23.253.6316,244,000.0028.4645.81Form 13
Csenge Advisory Group03-31-20210-5yr Hi Yl Cp15,809Increased0.150.07723,000.000.8445.73Form 13
Cypress Wealth Services, Llc03-31-20210-5yr Hi Yl Cp39,996Decreased-54.650.381,832,000.00-54.2945.80Form 13
Front Row Advisors Llc03-31-2021Etf616Maintained0.000.0128,000.000.0045.45Form 13
Atlas Private Wealth Advisors03-31-2021Mf Closed And Mf Open1,000Maintained0.000.0346,000.002.2246.00Form 13
Brown Financial Advisory03-31-20210-5yr Hi Yl Cp31,673Increased21.391.281,451,000.0022.3445.81Form 13
Center For Asset Management Llc03-31-20210-5yr Hi Yl Cp6,077Decreased-0.650.27278,000.000.0045.75Form 13
Us Bancorp \de\03-31-2021Other2,039Increased0.840.0093,000.001.0991.20Form 13
Meeder Asset Management Inc03-31-20210-5yr Hi Yl Cp821,847Increased10121.981.9237,649,000.0010,214.79274.81Form 13
Comerica Bank03-31-2021Clo0Liquidated!-100.000.000.000.000.00Form 13
Dearborn Partners Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Merrion Investment Management Co, Llc03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Allworth Financial Lp03-31-20210-5yr Hi Yl Cp87Maintained0.000.004,000.000.0045.98Form 13
Peak Financial Management, Inc.03-31-20210-5yr Hi Yl Cp159,758Increased4.032.657,319,000.004.8945.81Form 13
Pettinga Financial Advisors, Llc03-31-20210-5yr Hi Yl Cp4,991Decreased-46.750.07229,000.00-46.2445.88Form 13
Patriot Financial Group Insurance Agency, Llc03-31-2021Etf3,326Decreased-84.220.03152,000.00-84.1345.70Form 13
Pinnacle Wealth Planning Services, Inc.03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Patriot Investment Management Inc.03-31-20210-5yr Hi Yl Cp15,510Increased11.740.07710,000.0012.7045.78Form 13
Lws Wealth Advisors, Inc.03-31-20210-5yr Hi Yl Cp85,496Increased164.281.783,917,000.00166.4645.82Form 13
Sigma Investment Counselors Inc03-31-20210-5yr Hi Yl Cp130,884Decreased-0.360.495,996,000.000.4545.81Form 13
Ifrah Financial Services, Inc.03-31-20210-5yr Hi Yl Cp57,113Increased1.970.792,616,000.002.7945.80Form 13
Sumitomo Mitsui Trust Holdings, Inc.03-31-2021Com178,588Decreased-9.820.018,181,000.00-9.0945.81Form 13
Smith, Salley & Associates03-31-20210-5yr Hi Yl Cp10,272New!0.000.04471,000.000.0045.85Form 13
Creative Planning03-31-20210-5yr Hi Yl Cp33,067Decreased-12.170.001,515,000.00-11.4645.82Form 13
S. R. Schill & Associates03-31-2021Etf40,357New!0.000.811,849,000.000.0045.82Form 13
Ifp Advisors, Inc03-31-2021Cef8,560Decreased-81.940.01389,000.00-81.9345.44Form 13
Cornerstone Wealth Management, Llc03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Wealthcare Advisory Partners Llc03-31-2021Common257New!0.000.0012,000.000.0046.69Form 13
Guidance Point Advisors, Llc03-31-20210-5yr Hi Yl Cp12,325Increased89.970.23564,000.0091.8445.76Form 13
Lineweaver Wealth Advisors, Llc03-31-20210-5yr Hi Yl Cp13,207Decreased-89.500.21605,000.00-89.4145.81Form 13
Rosenberg Matthew Hamilton03-31-20210-5 Year High Yield Corporate Bond Etf11,461Increased16.590.30525,000.0017.4545.81Form 13
Centaurus Financial, Inc.03-31-20210-5yr Hi Yl Cp23,473Decreased-26.330.111,075,000.00-25.7645.80Form 13
Advanced Asset Management Advisors Inc03-31-20210-5yr Hi Yl Cp18,800Maintained0.000.19861,000.000.8245.80Form 13
Raymond James Trust N.a.03-31-2021Etf / Closed En22,466Increased14.830.041,029,000.0015.7545.80Form 13
Adell Harriman & Carpenter Inc03-31-2021Com325,008Increased71.949.9914,888,637,000.0073.3445,810.06Form 13
Signalpoint Asset Management, Llc03-31-2021Com8,250Decreased-5.190.13378,000.00-4.3045.82Form 13
Alphastar Capital Management, Llc03-31-20210-5yr Hi Yl Cp16,903Decreased-36.100.12774,000.00-35.5545.79Form 13
Ellevest, Inc.03-31-2021Etf238Increased0.850.0011,000.000.0046.22Form 13
55i, Llc03-31-20210-5yr Hi Yl Cp50,882Decreased-90.770.122,331,000.00-90.6945.81Form 13
Valmark Advisers, Inc.03-31-20210-5yr Hi Yl Cp4,646Decreased-0.040.00213,000.000.9545.85Form 13
Envestnet Asset Management Inc03-31-20210-5yr Hi Yl Cp1,839,445Decreased-89.310.0584,265,000.00-89.2245.81Form 13
Wechter Feldman Wealth Management, Inc.03-31-20210-5yr Hi Yl Cp5,652Maintained0.000.19259,000.000.7845.82Form 13
Madden Advisory Services, Inc.03-31-20210-5yr Hi Yl Cp4,797Increased0.150.17220,000.000.9245.86Form 13
Vicus Capital03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Alliance Wealth Management Group03-31-20210-5yr Hi Yl Cp99,720Increased17.131.724,568,000.0018.0745.81Form 13
Curtis Advisory Group, Llc03-31-20210-5yr Hi Yl Cp56,706Increased6.241.152,598,000.007.1345.82Form 13
Strategiq Financial Group, Llc03-31-20210-5yr Hi Yl Cp20,208Increased18.050.19926,000.0019.0245.82Form 13
Armor Investment Advisors, Llc03-31-20210-5yr Hi Yl Cp2,000Maintained0.000.0692,000.001.1046.00Form 13
Retirement Group, Llc03-31-20210-5yr Hi Yl Cp9,091Increased2.790.19416,000.003.7445.76Form 13
Mount Yale Investment Advisors, Llc03-31-20210-5yr Hi Yl Cp5,366Decreased-77.210.03246,000.00-77.0145.84Form 13
Laurel Wealth Advisors Llc03-31-20210-5yr Hi Yl Cp29Maintained0.000.001,000.000.0034.48Form 13
Oxinas Partners Wealth Management Llc03-31-20210-5yr Hi Yl Cp16,889Decreased-18.130.49774,000.00-17.4045.83Form 13
Outlook Wealth Advisors, Llc03-31-2021Com23,231Increased62.970.371,064,000.0064.2045.80Form 13
Semmax Financial Advisors Inc.03-31-20210-5yr Hi Yl Cp29,607Increased11.620.481,356,000.0012.5345.80Form 13
Lloyd Advisory Services, Llc.03-31-20210-5yr Hi Yl Cp5,265New!0.000.13241,000.000.0045.77Form 13
Morris Retirement Advisors, Llc03-31-20210-5yr Hi Yl Cp7,534Increased9.750.32345,000.0010.5845.79Form 13
Commonwealth Equity Services, Llc03-31-20210-5yr Hi Yl Cp2,448,499Decreased-8.790.32112,165,000.00-8.0545.81Form 13
Toews Corp /adv03-31-20210-5yr Hi Yl Cp160,000Increased540.000.607,330,000.00545.2545.81Form 13
Commerce Bank03-31-20210-5yr Hi Yl Cp9,945Maintained0.000.00456,000.000.8845.85Form 13
Palladium Partners Llc03-31-2021Ex Td Bd5,955Increased6.170.01273,000.007.0645.84Form 13
Sta Wealth Management, Llc03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Prio Wealth Limited Partnership03-31-20210-5yr Hi Yl Cp6,793Decreased-3.100.01311,000.00-2.5145.78Form 13
Investment Partners, Ltd.03-31-20210-5yr Hi Yl Cp28,166Decreased-2.320.631,290,000.00-1.5345.80Form 13
Scotia Capital Inc.03-31-20210-5yr Hi Yl Cp16,717Increased15.440.01766,000.0016.4145.82Form 13
Meitav Dash Investments Ltd03-31-20210-5yr Hi Yl Cp4,840New!0.000.01222,000.000.0045.87Form 13
Sigma Planning Corp03-31-2021Etf36,836Decreased-31.140.051,687,000.00-30.6045.80Form 13
Spectrum Management Group, Llc03-31-20210-5yr Hi Yl Cp694Decreased-98.820.0132,000.00-98.8046.11Form 13
Baltimore-washington Financial Advisors, Inc.03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Koshinski Asset Management, Inc.03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Koshinski Asset Management, Inc.03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Aptus Capital Advisors, Llc03-31-20210-5yr Hi Yl Cp1,657Decreased-11.630.0076,000.00-10.5945.87Form 13
Larson Financial Group Llc03-31-20210-5yr Hi Yl Cp349Maintained0.000.0016,000.000.0045.85Form 13
Brandywine Oak Private Wealth Llc03-31-20210-5yr Hi Yl Cp14,684Decreased-0.410.10672,000.000.3045.76Form 13
Grandview Asset Management Llc03-31-20210-5yr Hi Yl Cp100Increased809.090.044,000.00300.0040.00Form 13
Financial Strategies Group, Inc.03-31-20210-5yr Hi Yl Cp142,616Increased44.583.386,533,000.0045.7645.81Form 13
D.a. Davidson & Co.03-31-20210-5yr Hi Yl Cp124,085Increased7.040.075,684,000.007.9045.81Form 13
Eagle Global Advisors Llc03-31-20210-5yr Hi Yl Cp8,450Decreased-9.820.03387,000.00-9.1545.80Form 13
Davidson Investment Advisors03-31-20210-5yr Hi Yl Cp7,002Decreased-1.530.03321,000.00-0.6245.84Form 13
Blackrock Inc.03-31-20210-5yr Hi Yl Cp5,013,045Decreased-36.670.00229,647,000.00-36.15320.98Form 13
Mariner, Llc03-31-20210-5yr Hi Yl Cp87,342Increased63.850.034,001,000.0065.1945.81Form 13
Pictet & Cie (europe) Sa03-31-20210-5yr Hi Yl Cp41,940New!0.000.081,921,000.000.0045.80Form 13
Principal Financial Group Inc03-31-20210-5yr Hi Yl Cp5,973Decreased-42.470.00274,000.00-41.9545.87Form 13
Seabridge Investment Advisors Llc03-31-20210-5yr Hi Yl Cp111,113Increased68.131.685,090,000.0069.5045.81Form 13
Coastline Trust Co03-31-2021Other117,960Increased124.070.705,404,000.00125.9245.81Form 13
Jaffetilchin Investment Partners, Llc03-31-20210-5yr Hi Yl Cp20,154Decreased-3.290.11923,000.00-2.5345.80Form 13
Hightower Advisors, Llc03-31-20210-5yr Hi Yl Cp665,811Decreased-3.490.1030,459,000.00-2.5945.75Form 13
Bank Julius Baer & Co. Ltd, Zurich03-31-20210-5yr Hi Yl Cp430,710Decreased-3.300.1519,731,000.00-2.5145.81Form 13
Naples Global Advisors, Llc03-31-20210-5yr Hi Yl Cp68,608Increased18.770.483,143,000.0019.7345.81Form 13
Balentine Llc03-31-20210-5yr Hi Yl Cp5,342Decreased-11.290.01245,000.00-10.5845.86Form 13
State Of Tennessee, Treasury Department03-31-2021Etp0Liquidated!-100.000.000.000.000.00Form 13
Verity Asset Management, Inc.03-31-20210-5yr Hi Yl Cp7,247New!0.000.20332,000.000.0045.81Form 13
Arete Wealth Advisors, Llc03-31-20210-5yr Hi Yl Cp17,904Increased9.410.10820,000.0010.3645.80Form 13
Dakota Wealth Management03-31-20210-5yr Hi Yl Cp6,750Maintained0.000.04309,000.000.6545.78Form 13
Novare Capital Management Llc03-31-20210-5yr Hi Yl Cp17,755Maintained0.000.10813,000.000.0045.79Form 13
Advisorshares Investments Llc03-31-2021Mutual Fund11,322Maintained0.000.06519,000.000.9745.84Form 13
Fosun International Ltd03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Atria Investments Llc03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Cumberland Partners Ltd03-31-20210-5yr Hi Yl Cp14,300Maintained0.000.05655,000.000.7745.80Form 13
First Horizon Advisors, Inc.03-31-2021Common Stock3,052Decreased-47.000.01139,000.00-46.7491.18Form 13
Nelson, Van Denburg & Campbell Wealth Management Group, Llc03-31-2021Etf3,992Increased74.250.02182,000.0075.0045.59Form 13
Motley Fool Wealth Management, Llc03-31-2021Bond Etfs514,430Increased3.171.0623,566,000.004.0145.81Form 13
Boston Private Wealth Llc03-31-2021Etf30,267Decreased-33.730.021,387,000.00-33.1645.83Form 13
Blue Sky Asset Management, Llc03-31-20210-5yr Hi Yl Cp0Liquidated!-100.000.000.000.000.00Form 13
Cedar Wealth Management, Llc03-31-20210-5yr Hi Yl Cp3,552Maintained0.000.08163,000.001.2445.89Form 13
Jacobi Capital Management Llc03-31-20210-5yr Hi Yl Cp343Increased0.290.0016,000.000.0046.65Form 13
Berman Capital Advisors, Llc03-31-2021Etf85Maintained0.000.003,000.000.0035.29Form 13
Rockefeller Capital Management L.p.03-31-20210-5yr Hi Yl Cp7,991Decreased-32.440.00366,000.00-31.8445.80Form 13
Cedar Brook Financial Partners, Llc03-31-20210-5yr Hi Yl Cp5,083New!0.000.08233,000.000.0045.84Form 13
Lumature Wealth Partners, Llc03-31-20210-5yr Hi Yl Cp2,463Decreased-38.940.06113,000.00-38.2545.88Form 13