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NewIncreasedMaintainedDecreasedLiquidated
843246816
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
First Financial Bank - Trust Division03-31-2021Etf-equity9,321Maintained0.000.07645,000.001.9069.20Form 13
Advocacy Wealth Management Services, Llc03-31-2021Etf16,236Decreased-98.770.231,128,000.00-98.7469.48Form 13
Modus Advisors, Llc03-31-2021Etf84,634Increased0.422.715,856,000.002.3669.19Form 13
Means Investment Co., Inc.03-31-2021Msci Usa Min Vol4,442Increased5.710.07307,000.007.7269.11Form 13
Private Trust Co Na03-31-2021Equities39,634Decreased-16.840.002,742,000.00-15.2469.18Form 13
Mackey Komara & Dankovich, Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Carroll Financial Associates, Inc.03-31-2021Etf2,020,875Decreased-0.098.60139,824,000.001.8469.19Form 13
Lowe Wealth Advisors, Llc03-31-2021Etf300,632Decreased-9.359.9920,801,000.00-7.6069.19Form 13
Uma Financial Services, Inc.03-31-2021Msci Usa Min Vol35,459Increased4.130.002,501,000.008.3270.53Form 13
Weaver Consulting Group03-31-2021Msci Usa Min Vol81,612Decreased-31.713.475,647,000.00-30.3969.19Form 13
Sowa Financial Group, Inc.03-31-2021Msci Min Vol Etf8,500Decreased-18.950.41588,000.00-17.4269.18Form 13
Spotlight Asset Group, Inc.03-31-2021Msci Usa Min Vol49,537Increased5.581.293,427,000.007.6069.18Form 13
Wc Walker & Associates, Inc.03-31-2021Msci Usa Min Vol35,026Decreased-1.401.402,470,000.003.6170.52Form 13
Baldwin Brothers Inc/ma03-31-2021Msci Usa Min Vol314Maintained0.000.0022,000.004.7670.06Form 13
Paragon Wealth Strategies, Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Larson Financial Group Llc03-31-2021Msci Usa Min Vol378Maintained0.000.0126,000.000.0068.78Form 13
Old Port Advisors03-31-2021Msci Usa Min Vol4,153New!0.000.11287,000.000.0069.11Form 13
John W. Brooker & Co., Cpas03-31-2021Msci Min Vol Etf115,446Decreased-6.274.977,988,000.00-4.4669.19Form 13
Btr Capital Management Inc03-31-2021Com2,944Decreased-14.520.03204,000.00-12.8269.29Form 13
Courier Capital Llc03-31-2021Msci Usa Min Vol22,218Decreased-18.050.161,537,000.00-16.4769.18Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)03-31-2021Com22,246Decreased-14.840.401,539,000.00-13.2069.18Form 13
Calamos Wealth Management Llc03-31-2021Msci Usa Min Vol45,000New!0.000.263,114,000.000.0069.20Form 13
Carnegie Capital Asset Management, Llc03-31-2021Msci Usa Min Vol5,972Decreased-2.850.02414,000.00-0.7269.32Form 13
Gateway Advisory, Llc03-31-2021Msci Usa Min Vol698,093Decreased-3.519.9948,301,000.00-1.6569.19Form 13
Cordasco Financial Network03-31-2021Msci Usa Min Vol32Maintained0.000.002,000.000.0062.50Form 13
E&g Advisors, Lp03-31-2021Msci Usa Min Vol9,350Decreased-0.320.19647,000.001.5769.20Form 13
Teamwork Financial Advisors, Llc03-31-2021Msci Usa Min Vol0Liquidated!-100.000.000.000.000.00Form 13
Kwmg, Llc03-31-2021Msci Usa Min Vol139,530Increased21.971.549,654,000.0024.3369.19Form 13
Regal Wealth Group, Inc.03-31-2021Msci Usa Min Vol184,194Increased2.037.4912,744,000.003.9969.19Form 13
Harbour Capital Advisors, Llc03-31-2021Msci Usa Min Vol3,400Maintained0.000.07235,000.000.0069.12Form 13
Trilogy Capital Inc.03-31-2021Msci Usa Min Vol543,021Decreased-1.542.8737,572,000.000.3769.19Form 13
Valeo Financial Advisors, Llc03-31-2021Etf4,055Increased30.640.01281,000.0033.1869.30Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund1,851Decreased-77.090.03128,000.00-76.6869.15Form 13
Veracity Capital Llc03-31-2021Msci Usa Min Vol0Liquidated!-100.000.000.000.000.00Form 13
Phoenix Wealth Advisors03-31-2021Msci Usa Min Vol0Liquidated!-100.000.000.000.000.00Form 13
Ironwood Wealth Management, Inc.03-31-2021Msci Usa Min Vol242,339Decreased-28.289.9916,767,000.00-26.8969.19Form 13
Huntington National Bank03-31-2021Exchange Traded3,837Increased770.070.00265,000.00783.3369.06Form 13
Investment Security Group Inc /co/ /adv03-31-2021Etf11,259Maintained0.000.38779,000.001.9669.19Form 13
Atlas Brown,inc.03-31-2021Etf5,899Increased33.670.19408,000.0036.0069.16Form 13
O'brien Wealth Partners Llc03-31-2021Msci Usa Min Vol17,985Increased0.110.421,268,000.003.2670.50Form 13
Ballew Advisors, Inc03-31-2021Msci Usa Min Vol88,524Increased83.862.286,172,000.0088.46139.44Form 13
Hilltop Wealth Advisors, Llc03-31-2021Msci Usa Min Vol135,028Increased3.187.149,343,000.005.1869.19Form 13
Hbw Advisory Services Llc03-31-2021Msci Usa Min Vol0Liquidated!-100.000.000.000.000.00Form 13
Carl P. Sherr & Co., Llc03-31-2021Msci Usa Min Vol4,465Decreased-59.840.23309,000.00-59.0769.20Form 13
Intelligence Driven Advisers, Llc03-31-2021Msci Usa Min Vol475,092Increased3.497.3832,872,000.005.4969.19Form 13
Golden Green, Inc.03-31-2021Msci Usa Min Vol8,563Decreased-3.630.51592,000.00-1.8269.13Form 13
4j Wealth Management Llc03-31-2021Msci Usa Min Vol13,580Decreased-27.820.87940,000.00-26.3969.22Form 13
Everhart Financial Group, Inc.03-31-2021Msci Usa Min Vol11,737Increased11.300.71812,000.0013.4169.18Form 13
Community Trust & Investment Co03-31-2021Mutual Funds/eq5,424Decreased-50.040.04375,000.00-49.1269.14Form 13
Welch & Forbes Llc03-31-2021Msci Usa Min Vol24,965Maintained0.000.031,727,000.001.8969.18Form 13
Moody National Bank Trust Division03-31-2021Msci Usa Min Vol136,799Maintained0.000.229,465,000.001.9369.19Form 13
Cypress Capital Group03-31-2021Etf-equity7,559Decreased-16.330.07523,000.00-14.68347.91Form 13
Advisornet Financial, Inc03-31-2021Etf26,488Decreased-31.650.131,833,000.00-30.3369.20Form 13
Autus Asset Management, Llc03-31-2021Msci Usa Min Vol0Liquidated!-100.000.000.000.000.00Form 13
Westside Investment Management, Inc.03-31-2021Com7,770Decreased-11.051.42537,000.00-9.2969.11Form 13
Stonehearth Capital Management, Llc03-31-2021Msci Usa Min Vol185,402Increased1.770.4212,828,000.003.7469.19Form 13
Vista Private Wealth Partners. Llc03-31-2021Msci Usa Min Vol20,753Increased48.170.771,323,000.0041.2063.75Form 13
Mountain Capital Investment Advisors, Inc03-31-2021Msci Usa Min Vol8,334Decreased-63.100.31592,000.00-61.4671.03Form 13
Garrett Wealth Advisory Group, Llc03-31-2021Msci Usa Min Vol307,307Increased3.589.9921,263,000.005.5869.19Form 13
Sound Income Strategies, Llc03-31-2021Msci Usa Min Vol134Increased509.090.009,298,000.00464,800.0069,388.06Form 13
Global Retirement Partners, Llc03-31-2021Msci Usa Min Vol22,473Decreased-48.450.181,555,000.00-47.4569.19Form 13
Centric Wealth Management03-31-2021Msci Usa Min Vol17,814Decreased-5.560.351,233,000.00-3.6769.22Form 13
Nachman Norwood & Parrott, Inc03-31-2021Msci Usa Min Vol12,999Maintained0.000.10899,000.001.9369.16Form 13
Strategic Investment Advisors / Mi03-31-2021Msci Usa Min Vol20,522Increased0.150.371,420,000.002.0869.19Form 13
Private Capital Management Llc03-31-2021Msci Usa Min Vol0Liquidated!-100.000.000.000.000.00Form 13
Bay Rivers Group03-31-2021Msci Usa Min Vol109,505Increased1.935.897,577,000.003.8969.19Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open12,157Decreased-5.330.43841,000.00-3.5669.18Form 13
Investors Financial Group, Llc03-31-2021Msci Usa Min Vol15,948Decreased-4.450.651,103,000.00-2.6569.16Form 13
Cva Family Office, Llc03-31-2021Msci Usa Min Vol695Maintained0.000.0248,000.002.1369.06Form 13
Mcnaughton Wealth Management, Llc03-31-2021Msci Usa Min Vol183,018Increased12.069.7012,663,000.0014.2369.19Form 13
Verde Capital Management03-31-2021Msci Usa Min Vol234,317Increased11.297.1416,213,000.0013.4469.19Form 13
Vivid Financial Management, Inc.03-31-2021Msci Usa Min Vol50,759Decreased-23.241.613,512,000.00-21.7569.19Form 13
Richard P Slaughter Associates Inc03-31-2021Msci Min Vol Etf62,022Decreased-53.431.784,291,000.00-52.5369.19Form 13
Centennial Wealth Advisory Llc03-31-2021Msci Usa Min Vol51,038Increased10.562.333,531,000.0012.6769.18Form 13
Latitude Advisors, Llc03-31-2021Msci Usa Min Vol4,258Decreased-1.390.24295,000.000.6869.28Form 13
Collective Family Office Llc03-31-2021Msci Usa Min Vol0Liquidated!-100.000.000.000.000.00Form 13
Stock Yards Bank & Trust Co03-31-2021Mutual Funds -13,302Maintained0.000.06920,000.001.88138.32Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Equity Mutual F0Liquidated!-100.000.000.000.000.00Form 13
Signature Estate & Investment Advisors Llc03-31-2021Msci Usa Min Vol11,270Decreased-98.580.04779,000.00-98.56138.24Form 13
Mcdonald Partners Llc03-31-2021Msci Usa Min Vol22,727Increased46.890.311,572,000.0049.7169.17Form 13
Corrado Advisors, Llc03-31-2021Min Vol Usa Etf8,782Decreased-0.590.45608,000.001.3369.23Form 13
Iowa State Bank03-31-2021Com23,924Increased28.380.501,655,000.0030.8369.18Form 13
Astor Investment Management Llc03-31-2021Com307,504Decreased-7.954.8521,276,000.00-6.1869.19Form 13
Etf Portfolio Partners, Inc.03-31-2021Etf105,173Increased2.043.227,277,000.004.0269.19Form 13
Crescent Capital Consulting, Llc03-31-2021Exchange Traded Fund75Decreased-99.810.005,000.00-99.8266.67Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open107,399Increased5.212.197,430,000.007.2369.18Form 13
Cx Institutional03-31-2021Etp243,137Decreased-0.101.5016,823,000.001.8369.19Form 13
Detalus Advisors, Llc03-31-2021Etf12,915Increased0.040.53894,000.002.0569.22Form 13
Symphony Financial, Ltd. Co.03-31-2021Msci Usa Min Vol26,552Decreased-8.380.491,872,000.00-3.5170.50Form 13
Apella Capital, Llc03-31-2021Msci Usa Min Vol41,448Increased24.270.902,868,000.0026.6869.20Form 13
Wolff Wiese Magana Llc03-31-2021Msci Usa Min Vol2,987Maintained0.000.16207,000.001.9769.30Form 13
Swmg, Llc03-31-2021Msci Usa Min Vol17,223Increased6.790.821,192,000.0010.8869.21Form 13
Wealth Management Partners, Llc03-31-2021Msci Usa Min Vol68,946Decreased-0.193.624,851,000.002.9970.36Form 13
First Financial Corp /in/03-31-2021Etf Equity96Maintained0.000.007,000.000.0072.92Form 13
Arkansas Financial Group, Inc.03-31-2021Min Vol Usa Etf122,393Increased5.262.038,468,000.007.2869.19Form 13
Umb Bank N A/mo03-31-2021Common55,470Decreased-29.040.093,838,000.00-27.67138.25Form 13
Burns J W & Co Inc/ny03-31-2021Com3,200Maintained0.000.04221,000.001.8469.06Form 13
Trust Co Of Vermont03-31-2021Com2,252Decreased-10.600.01155,000.00-9.36126.15Form 13
Country Trust Bank03-31-2021Etf - Equity49New!0.000.003,000.000.0061.22Form 13
Motco03-31-2021Com1,078Maintained0.000.0175,000.002.7469.57Form 13
Vigilant Capital Management, Llc03-31-2021Common Stock4,249New!0.000.03294,000.000.0069.19Form 13
Harbor Investment Advisory, Llc03-31-2021Etf1,171Increased6.750.0181,000.009.4669.17Form 13
Hanlon Investment Management, Inc.03-31-2021Min Vol Usa Etf0Liquidated!-100.000.000.000.000.00Form 13
Next Financial Group, Inc03-31-2021Msci Usa Min Vol57,974Decreased-3.020.364,011,000.00-1.16138.26Form 13
Bogart Wealth, Llc03-31-2021Etf421New!0.000.0029,000.000.0068.88Form 13
Stewardship Financial Advisors, Llc03-31-2021Msci Usa Min Vol247,565Decreased-6.005.9517,129,000.00-4.1969.19Form 13
Cra Financial Services, Llc03-31-2021Msci Usa Min Vol3,366Decreased-0.030.09233,000.001.7569.22Form 13
Financial Advisors, Llc03-31-2021Msci Usa Min Vol923,451Increased1.179.9963,894,000.003.1369.19Form 13
Provident Wealth Management, Llc03-31-2021Msci Usa Min Vol12,183Decreased-8.670.93843,000.00-6.8569.19Form 13
Hya Advisors, Inc03-31-2021Etf72,712Increased1.782.385,031,000.003.7569.19Form 13
Tennessee Valley Asset Management Partners03-31-2021Msci Usa Min Vol172,411Decreased-74.463.0211,929,000.00-73.9769.19Form 13
Ade, Llc03-31-2021Mf Closed And Mf Open72,258Increased5.664.965,000,000.007.7169.20Form 13
Appleton Partners Inc/ma03-31-2021Etf5,019Decreased-3.630.03347,000.00-1.9869.14Form 13
Pinnacle Financial Partners Inc03-31-2021Us Treas Bd Etf0Liquidated!-100.000.000.000.000.00Form 13
Wbh Advisory Inc03-31-2021Msci Usa Min Vol10,304Increased6.710.12713,000.008.1969.20Form 13
Barnett & Company, Inc.03-31-2021Msci Usa Min Vol513Maintained0.000.0235,000.002.9468.23Form 13
Wolf Group Capital Advisors03-31-2021Msci Usa Min Vol43,682Increased8.301.743,022,000.0010.3769.18Form 13
Rfg Advisory, Llc03-31-2021Min Vol Usa Etf24,684Decreased-38.780.191,708,000.00-38.0569.19Form 13
Sugarloaf Wealth Management, Llc03-31-2021Msci Usa Min Vol927Decreased-97.300.692,315,000.00-0.732,497.30Form 13
Ifg Advisory, Llc03-31-2021Mf Closed And Mf Open103,344Decreased-4.270.897,150,000.00-2.4369.19Form 13
Slatestone Wealth, Llc03-31-2021Etf5,830Increased0.260.10403,000.002.0369.13Form 13
Lantz Financial Llc03-31-2021Min Vol Usa Etf5,651Decreased-11.650.22391,000.00-9.9169.19Form 13
Triton Wealth Management, Pllc03-31-2021Msci Usa Min Vol34,220Decreased-14.721.642,416,000.00-10.1270.60Form 13
Aurora Private Wealth, Inc.03-31-2021Msci Usa Min Vol10,202Decreased-12.500.29706,000.00-10.7569.20Form 13
One Advisory Partners, Llc03-31-2021Min Vol Usa Etf23,338Decreased-52.801.061,615,000.00-51.8869.20Form 13
Tri-star Advisors Inc.03-31-2021Msci Usa Min Vol16,168Decreased-69.570.571,167,000.00-67.7272.18Form 13
Mtm Investment Management, Llc03-31-2021Msci Usa Min Vol2,764Maintained0.000.11191,000.001.6069.10Form 13
Creative Financial Designs Inc /adv03-31-2021Etf7,598Decreased-87.660.10526,000.00-86.5969.23Form 13
Central Bank & Trust Co03-31-2021Large Cap Exchange Traded Fds0Liquidated!-100.000.000.000.000.00Form 13
Legacy Capital Partners, Inc.03-31-2021Etf10,811Decreased-15.840.28748,000.00-14.2269.19Form 13
First Business Financial Services, Inc.03-31-2021Common16,166Increased1.930.151,119,000.003.9069.22Form 13
Schwab Charitable Fund03-31-2021Msci Usa Min Vol17,364Decreased-3.290.121,201,000.00-1.4869.17Form 13
Lbmc Investment Advisors, Llc03-31-2021Com25,682Maintained0.000.191,777,000.001.9569.19Form 13
Regent Investment Management Llc03-31-2021Msci Usa Min Vol4,644Maintained0.000.08321,000.001.9069.12Form 13
Telemus Capital, Llc03-31-2021Msci Usa Min Vol216,581Decreased-67.841.0515,278,000.00-66.5870.54Form 13
Private Ocean, Llc03-31-2021Etf151New!0.000.0010,000.000.0066.23Form 13
Gibraltar Capital Management, Inc.03-31-2021Msci Usa Min Vol7,134Decreased-89.110.26497,000.00-88.8369.67Form 13
V Wealth Advisors Llc03-31-2021Msci Usa Min Vol14,035Increased87.260.18971,000.0090.77137.79Form 13
Capital Insight Partners, Llc03-31-2021Msci Usa Min Vol0Liquidated!-100.000.000.000.000.00Form 13
Cfo4life Group, Llc03-31-2021Msci Usa Min Vol39,171Decreased-81.830.672,710,000.00-81.4869.18Form 13
Successful Portfolios Llc03-31-2021Msci Usa Min Vol5,751Decreased-25.330.26398,000.00-23.9069.21Form 13
First Command Advisory Services, Inc.03-31-2021Etf36Maintained0.000.000.000.000.00Form 13
Aries Wealth Management03-31-2021Msci Usa Min Vol19,024Increased0.600.611,351,000.004.4971.02Form 13
Stewardship Advisors, Llc03-31-2021Msci Usa Min Vol5,527Maintained0.000.15382,000.001.8769.12Form 13
Evolution Wealth Advisors, Llc03-31-2021Msci Usa Min Vol300Maintained0.000.0021,000.005.0070.00Form 13
Personal Wealth Partners03-31-2021Msci Usa Min Vol712,395Decreased-13.739.9949,291,000.00-12.0769.19Form 13
Market Street Wealth Management Advisors Llc03-31-2021Msci Usa Min Vol5,266New!0.000.22364,000.000.0069.12Form 13
Great Valley Advisor Group, Inc.03-31-2021Msci Usa Min Vol42,946Decreased-29.210.292,971,000.00-27.8569.18Form 13
Austin Private Wealth, Llc03-31-2021Msci Usa Min Vol18,057Decreased-47.280.331,249,000.00-46.2869.17Form 13
Beacon Financial Advisory Llc03-31-2021Msci Usa Min Vol50,267Decreased-20.221.993,478,000.00-18.6669.19Form 13
Lifesteps Financial, Inc.03-31-2021Msci Usa Min Vol6,805Maintained0.000.39471,000.001.9569.21Form 13
Emerald Advisors, Llc03-31-2021Msci Usa Min Vol14,517Increased33.650.361,004,000.0036.2369.16Form 13
Horst & Graben Wealth Management Llc03-31-2021Msci Usa Min Vol17,630Decreased-52.620.381,220,000.00-51.7069.20Form 13
Klaas Financial Asset Advisors, Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Klaas Financial Asset Advisors, Llc03-31-2021Msci Usa Min Vol0Liquidated!-100.000.000.000.000.00Form 13
Garrett Investment Advisors Llc03-31-2021Msci Usa Min Vol6,445Increased3.580.16446,000.005.6969.20Form 13
Foster Group, Inc.03-31-2021Msci Usa Min Vol6,127New!0.000.07424,000.000.0069.20Form 13
Alta Wealth Advisors Llc03-31-2021Msci Usa Min Vol66,757Decreased-3.453.864,619,000.00-1.5869.19Form 13
Pds Planning, Inc03-31-2021Msci Usa Min Vol9,839Maintained0.000.20681,000.001.9569.21Form 13