Hospitality Pptys Tr Com Sh Ben Int

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Hospitality Pptys Tr Com Sh Ben Int

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NewIncreasedMaintainedDecreasedLiquidated
111071
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
First National Bank Of Mount Dora, Trust Investment Services03-31-2021Com Sh Ben Int15,700New!0.000.06186,000.000.0011.85Form 13
Pacer Advisors, Inc.03-31-2021Reit17,576Decreased-4.380.00208,000.00-1.4211.83Form 13
Truehand, Inc03-31-2021Miscellaneous216Maintained0.000.003,000.000.0013.89Form 13
Carroll Financial Associates, Inc.03-31-2021Reit253Maintained0.000.003,000.0050.0011.86Form 13
Thompson Investment Management, Inc.03-31-2021Com29,205Maintained0.000.05346,000.002.9811.85Form 13
Larson Financial Group Llc03-31-2021Com Sh Ben Int4,988Maintained0.000.0257,000.000.0011.43Form 13
Winfield Associates, Inc.03-31-2021Reit0Liquidated!-100.000.000.000.000.00Form 13
Valeo Financial Advisors, Llc03-31-2021Reit8Maintained0.000.000.000.000.00Form 13
Private Capital Group, Llc03-31-2021Common Stock261Maintained0.000.003,000.000.0011.49Form 13
Huntington National Bank03-31-2021Common Stock904Maintained0.000.0011,000.000.0024.38Form 13
Redpoint Investment Management Pty Ltd03-31-2021Com Sh Ben Int15,032Maintained0.000.02178,000.000.0011.84Form 13
Welch & Forbes Llc03-31-2021Com Sh Ben Int127,445Decreased-11.240.031,512,000.00-8.3611.86Form 13
Advisornet Financial, Inc03-31-2021Reit600Maintained0.000.007,000.000.0011.67Form 13
Sound Income Strategies, Llc03-31-2021Com Sh Ben Int2,631Decreased-30.300.0131,204,000.0072,467.4411,860.13Form 13
Crossmark Global Holdings, Inc.03-31-2021Com12,455Decreased-1.350.00148,000.002.0711.88Form 13
Retirement Systems Of Alabama03-31-2021Com Sh Ben Int215,133Increased0.130.012,551,000.003.3211.86Form 13
Trust Co Of Vermont03-31-2021Com500Decreased-66.670.006,000.00-64.7112.00Form 13
Harbor Investment Advisory, Llc03-31-2021Reit3,000Decreased-1.540.0136,000.002.8612.00Form 13
Next Financial Group, Inc03-31-2021Com Sh Ben Int800Maintained0.000.009,000.000.0011.25Form 13
Baugh & Associates, Llc03-31-2021Com Sh Ben Int336,293Decreased-0.232.633,988,000.002.9711.86Form 13