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NewIncreasedMaintainedDecreasedLiquidated
35330
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Advocacy Wealth Management Services, Llc03-31-2021Etf69,166Increased66.641.668,291,000.0075.47119.87Form 13
Means Investment Co., Inc.03-31-2021Hlth Cr Equip21,321Increased1.050.582,550,000.00-5.52119.60Form 13
Carroll Financial Associates, Inc.03-31-2021Etf710Decreased-43.920.0184,000.00-41.67118.31Form 13
Silverleafe Capital Partners, Llc03-31-2021Etf19,041Increased15.280.932,278,000.0021.17119.64Form 13
Summit Financial Group, Inc.03-31-2021Hlth Cr Equip3,013New!0.000.15361,000.000.00239.70Form 13
Clarus Wealth Advisors03-31-2021Hlth Cr Equip9,110Decreased-6.609.991,108,000.00-4.24121.62Form 13
Hbw Advisory Services Llc03-31-2021Hlth Cr Equip1,794Decreased-2.710.06215,000.002.38119.84Form 13
Advisornet Financial, Inc03-31-2021Etf1,100Maintained0.000.01132,000.005.60120.00Form 13
Global Retirement Partners, Llc03-31-2021Hlth Cr Equip25New!0.000.003,000.000.00120.00Form 13
City Holding Co03-31-2021Mutual Funds-equities150Maintained0.000.0018,000.005.88120.00Form 13
Next Financial Group, Inc03-31-2021Hlth Cr Equip5,748Increased22.790.06688,000.0029.08239.38Form 13
Spectrum Wealth Advisory Group, Llc03-31-2021Hlth Cr Equip32,549Increased23.823.723,893,000.0030.07119.60Form 13
Great Valley Advisor Group, Inc.03-31-2021Hlth Cr Equip1,701New!0.000.02203,000.000.00119.34Form 13
Beacon Financial Advisory Llc03-31-2021Hlth Cr Equip1,857Maintained0.000.13222,000.005.21119.55Form 13