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NewIncreasedMaintainedDecreasedLiquidated
483104
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Weaver Consulting Group03-31-20210-5yr Invt Gr Cp11,249Decreased-3.180.36582,000.00-4.1251.74Form 13
Lvz Advisors, Inc.03-31-20210-5yr Invt Gr Cp106,151Increased40.550.855,496,000.0039.3551.78Form 13
Strategic Wealth Management Group, Llc03-31-20210-5yr Invt Gr Cp7,465New!0.000.15387,000.000.0051.84Form 13
Moulton Wealth Management, Inc03-31-20210-5yr Invt Gr Cp154,642New!0.006.048,003,000.000.0051.75Form 13
Acorn Financial Advisory Services Inc /adv03-31-20210-5yr Invt Gr Cp0Liquidated!-100.000.000.000.000.00Form 13
Regal Wealth Group, Inc.03-31-20210-5yr Invt Gr Cp567Increased0.350.0229,000.00-3.3351.15Form 13
Hms Capital Management, Llc03-31-20210-5yr Invt Gr Cp43,526New!0.000.952,254,000.000.0051.79Form 13
Valeo Financial Advisors, Llc03-31-2021Etf1,086Maintained0.000.0056,000.00-1.7551.57Form 13
Huntington National Bank03-31-2021Exchange Traded1Maintained0.000.000.000.000.00Form 13
Bft Financial Group, Llc03-31-20210-5yr Invt Gr Cp15,402Decreased-23.940.23798,000.00-24.5051.81Form 13
Demars Financial Group, Llc03-31-20210-5yr Invt Gr Cp19,128Decreased-3.490.67990,000.00-4.3551.76Form 13
Walkner Condon Financial Advisors Llc03-31-20210-5yr Invt Gr Cp61,623Decreased-48.651.243,191,000.00-49.0851.78Form 13
Carl P. Sherr & Co., Llc03-31-20210-5yr Invt Gr Cp17,786Decreased-14.860.69921,000.00-15.5851.78Form 13
4j Wealth Management Llc03-31-20210-5yr Invt Gr Cp24,077Decreased-11.161.161,247,000.00-11.8751.79Form 13
Farmers & Merchants Investments Inc03-31-20210-5yr Invt Gr Cp697,558Increased13.531.7336,120,000.0012.5751.78Form 13
Buffington Mohr Mcneal03-31-2021Etf241,895Increased44.132.6912,525,000.0042.9151.78Form 13
Cardinal Capital Management, Inc.03-31-2021Com833Maintained0.000.0043,000.000.0051.62Form 13
Mountain Capital Investment Advisors, Inc03-31-20210-5yr Invt Gr Cp0Liquidated!-100.000.000.000.000.00Form 13
Collective Family Office Llc03-31-20210-5yr Invt Gr Cp75,716Decreased-10.891.913,921,000.00-11.6351.79Form 13
Etf Portfolio Partners, Inc.03-31-2021Etf34,012Increased0.820.781,761,000.00-0.0651.78Form 13
Townsend & Associates, Inc03-31-20210-5yr Invt Gr Cp52,338Increased65.011.762,710,000.0063.6551.78Form 13
Next Financial Group, Inc03-31-20210-5yr Invt Gr Cp1,137Decreased-4.770.0059,000.00-4.84103.17Form 13
Fort Pitt Capital Group, Llc03-31-20210-5yr Invt Gr Cp0Liquidated!-100.000.000.000.000.00Form 13
Fort Pitt Capital Group, Llc03-31-20210-5yr Invt Gr Cp0Liquidated!-100.000.000.000.000.00Form 13
Alhambra Investment Partners Llc03-31-20210-5yr Invt Gr Cp16,709Decreased-2.790.70865,000.00-3.6751.77Form 13
Sterling Investment Advisors Llc /adv03-31-20210-5yr Invt Gr Cp5,125Increased0.310.17265,000.00-0.7551.71Form 13
Pinnacle Financial Partners Inc03-31-20210-5yr Invt Gr Cp5,184New!0.000.01269,000.000.00103.96Form 13
Creative Financial Designs Inc /adv03-31-2021Etf988Increased97.600.0151,000.0096.1551.62Form 13
Beacon Financial Advisory Llc03-31-20210-5yr Invt Gr Cp10,696Decreased-28.390.32554,000.00-28.8851.80Form 13