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NewIncreasedMaintainedDecreasedLiquidated
286614349
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Thomasville National Bank03-31-2021Exchange Traded Fund0Liquidated!-100.000.000.000.000.00Form 13
Cox Capital Mgt Llc03-31-2021Energy5,879Decreased-2.580.20288,000.0025.7648.99Form 13
Ferguson Shapiro Llc03-31-2021Energy97,077Increased7.133.064,763,000.0038.7049.06Form 13
Boltwood Capital Management03-31-2021Energy17,395Increased9.780.38853,000.0041.9349.04Form 13
Advocacy Wealth Management Services, Llc03-31-2021Etf81,116New!0.000.814,075,000.000.0050.24Form 13
Fulcrum Equity Management03-31-2021Energy16,812New!0.000.33825,000.000.0049.07Form 13
American Research & Management Co.03-31-2021Com18,289Increased26.270.22897,000.0063.3949.05Form 13
Carroll Financial Associates, Inc.03-31-2021Etf4,408Increased207.180.01216,000.00300.0049.00Form 13
Lowe Wealth Advisors, Llc03-31-2021Etf46,949Increased47.171.162,303,000.0090.4949.05Form 13
Uma Financial Services, Inc.03-31-2021Energy33,478New!0.000.001,644,000.000.0049.11Form 13
Silverleafe Capital Partners, Llc03-31-2021Etf46,410Increased22.680.932,277,000.0058.7949.06Form 13
Weaver Consulting Group03-31-2021Energy7,065Increased22.700.21347,000.0059.1749.12Form 13
Sowa Financial Group, Inc.03-31-2021Energy11,262Increased85.870.39553,000.00140.4349.10Form 13
Spotlight Asset Group, Inc.03-31-2021Energy27,266Decreased-19.080.501,338,000.004.7849.07Form 13
Churchill Management Corp03-31-2021Com2,636,613Increased35.932.13129,352,000.0075.9649.06Form 13
Old Dominion Capital Management Inc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
First American Bank03-31-2021Common Stock20,833Decreased-30.440.061,022,000.00-9.9649.06Form 13
Trust Co03-31-2021Energy21,487Decreased-31.160.761,054,000.00-10.9049.05Form 13
Ironwood Wealth Management, Llc.03-31-2021Etf16Maintained0.000.001,000.000.0062.50Form 13
Larson Financial Group Llc03-31-2021Energy626Maintained0.000.0124,000.000.0038.34Form 13
Moulton Wealth Management, Inc03-31-2021Energy147,450Increased33.285.457,222,000.0055.1848.98Form 13
Pacifica Partners Inc.03-31-2021Energy30Maintained0.000.001,000.000.0033.33Form 13
Parcion Private Wealth Llc03-31-2021Energy538,245Increased13.612.9926,406,000.0047.0649.06Form 13
Btr Capital Management Inc03-31-2021Com15,175Increased6.300.11745,000.0037.7149.09Form 13
Nbt Bank N A /ny03-31-2021Com10,681Increased10.640.07524,000.0043.1798.11Form 13
Acropolis Investment Management, Llc03-31-2021Energy15,409Increased0.010.08756,000.0029.4549.06Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)03-31-2021Com6,849New!0.000.09336,000.000.0049.06Form 13
Carnegie Capital Asset Management, Llc03-31-2021Energy9,725Increased46.570.02477,000.0090.0449.05Form 13
Carlson Capital Management03-31-2021Energy7,095Increased1.850.06348,000.0020.4249.05Form 13
Cordasco Financial Network03-31-2021Energy1,117Maintained0.000.0455,000.0030.9549.24Form 13
E&g Advisors, Lp03-31-2021Energy13,180Increased94.540.19647,000.00151.7549.09Form 13
Chicago Trust Co Na03-31-2021Energy7,170New!0.000.12352,000.000.0098.31Form 13
Hms Capital Management, Llc03-31-2021Energy108,782Increased78.592.275,337,000.00131.2498.08Form 13
Trilogy Capital Inc.03-31-2021Energy0Liquidated!-100.000.000.000.000.00Form 13
Valeo Financial Advisors, Llc03-31-2021Etf22,387Decreased-4.040.051,098,000.0024.2149.05Form 13
Clarus Wealth Advisors03-31-2021Energy40,049Increased14.029.991,930,000.0030.5848.19Form 13
Coastal Investment Advisors, Inc.03-31-2021Energy14,127Increased3.130.18693,000.0033.5349.06Form 13
Royal Harbor Partners, Llc03-31-2021Energy0Liquidated!-100.000.000.000.000.00Form 13
Phoenix Wealth Advisors03-31-2021Energy710Maintained0.000.0336,000.0033.3350.70Form 13
Huntington National Bank03-31-2021Common Stock4,359Increased21.320.00214,000.0057.35145.58Form 13
West Oak Capital, Llc03-31-2021Com40Maintained0.000.002,000.000.0050.00Form 13
Butensky & Cohen Financial Security, Inc03-31-2021Etf22,202Decreased-3.250.451,089,000.0025.1749.05Form 13
Money Design Co.,ltd.03-31-2021Etf106,268Decreased-18.860.615,214,000.004.1649.06Form 13
Ballew Advisors, Inc03-31-2021Energy57,722Increased37.831.062,904,000.0064.81201.24Form 13
Enterprise Trust & Investment Co03-31-2021Energy72,442Decreased-1.361.593,554,000.0011.1349.06Form 13
Hbw Advisory Services Llc03-31-2021Energy29,073Increased402.210.381,427,000.00551.6049.08Form 13
Univest Financial Corp03-31-2021Energy146,001Increased21.172.027,163,000.0056.8498.09Form 13
Community Trust & Investment Co03-31-2021Mutual Funds/eq8,975Maintained0.000.04440,000.0029.4149.03Form 13
Farmers & Merchants Investments Inc03-31-2021Energy2,020Maintained0.000.0099,000.0028.5749.01Form 13
Country Club Trust Company, N.a.03-31-2021Energy20,530Decreased-4.040.101,014,000.0023.9698.58Form 13
First National Bank Of Hutchinson03-31-2021Exchange Traded Fund6,922Maintained0.000.17339,000.000.0097.55Form 13
Hartford Financial Management Inc.03-31-2021Energy560New!0.000.0127,000.000.0048.21Form 13
Contravisory Investment Management, Inc.03-31-2021Energy1,934Decreased-77.310.0395,000.00-70.5949.12Form 13
Advisornet Financial, Inc03-31-2021Etf11,729Increased79.340.04575,000.00131.8549.02Form 13
Dfpg Investments, Llc03-31-2021Energy36,689Increased35.700.771,802,000.0060.8949.12Form 13
Clear Street Markets Llc03-31-2021Energy136,148Increased40.424.3439,454,000.00505.599,861.11Form 13
Westside Investment Management, Inc.03-31-2021Com1,908Increased76.180.2593,000.00126.8348.74Form 13
Fdx Advisors, Inc.03-31-2021Etp10,994Increased1939.700.02539,000.00-95.1049.03Form 13
Farmers & Merchants Trust Co Of Chambersburg Pa03-31-2021Energy29,835Decreased-2.291.101,464,000.0026.5349.07Form 13
Global Trust Asset Management, Llc03-31-2021Energy40Maintained0.000.002,000.000.0050.00Form 13
Sound Income Strategies, Llc03-31-2021Energy615Increased355.560.0130,172,000.00603,340.0049,060.16Form 13
Johnson Midwest Financial, Llc03-31-2021Energy269Increased1.130.0113,000.0030.0048.33Form 13
Global Retirement Partners, Llc03-31-2021Energy24,919Increased61.410.141,223,000.00109.0649.08Form 13
Canton Hathaway, Llc03-31-2021Etf204New!0.000.0010,000.000.0049.02Form 13
Strategic Investment Advisors / Mi03-31-2021Energy22,345New!0.000.281,096,000.000.0049.05Form 13
Kg&l Capital Management,llc03-31-2021Energy8,021Increased9.640.20393,000.0041.8849.00Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open3,311Increased59.340.08162,000.00105.0648.93Form 13
Cva Family Office, Llc03-31-2021Energy2,400Decreased-33.370.04118,000.00-13.8749.17Form 13
Powell Investment Advisors, Llc03-31-2021Energy6,208Increased0.420.20305,000.0030.3449.13Form 13
Vivid Financial Management, Inc.03-31-2021Energy11,543New!0.000.26566,000.000.0049.03Form 13
Stock Yards Bank & Trust Co03-31-2021Mutual Funds -5,118Decreased-31.210.02251,000.00-10.9949.04Form 13
Advisors Management Group Inc /adv03-31-2021Energy8,145New!0.000.13400,000.000.0049.11Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Equity Mutual F0Liquidated!-100.000.000.000.000.00Form 13
Optimum Investment Advisors03-31-2021Energy3,300Increased2.740.05162,000.0032.7949.09Form 13
Peoples Financial Services Corp.03-31-2021Common Stock5,450Increased32.930.11267,000.0072.2698.07Form 13
Valicenti Advisory Services Inc03-31-2021Com59,330Increased11.120.862,911,000.0043.8249.06Form 13
Mcdonald Partners Llc03-31-2021Energy17,602Increased16.650.17864,000.0051.0549.09Form 13
Iowa State Bank03-31-2021Com6,326Decreased-25.660.09310,000.00-4.0249.00Form 13
Verde Servicos Internacionais S.a.03-31-2021Energy413,706New!0.003.2720,296,000.000.0049.06Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open7,857Decreased-1.810.11385,000.0027.0649.00Form 13
Cx Institutional03-31-2021Etp1,077New!0.000.0053,000.000.0049.21Form 13
Traverso Chambers Private Wealth Management, Llc03-31-2021Energy18,424Decreased-2.550.30904,000.0026.0849.07Form 13
Atticus Wealth Management, Llc03-31-2021Energy657Increased61.430.0232,000.00113.3348.71Form 13
Symphony Financial, Ltd. Co.03-31-2021Energy4,199New!0.000.05206,000.000.0049.06Form 13
Wolff Wiese Magana Llc03-31-2021Energy1,677Decreased-14.960.0682,000.009.3348.90Form 13
City Holding Co03-31-2021Mutual Funds-equities239Increased92.740.0012,000.00140.0050.21Form 13
Gill Capital Partners, Llc03-31-2021Etf29,307Decreased-9.470.731,438,000.0052.8249.07Form 13
First Midwest Bank Trust Division03-31-2021Energy6,898New!0.000.05338,000.000.0097.86Form 13
Umb Bank N A/mo03-31-2021Common19,133Increased54.050.02939,000.0099.3698.16Form 13
Burns J W & Co Inc/ny03-31-2021Com8,719Decreased-1.130.07428,000.0028.1449.09Form 13
Adirondack Trust Co03-31-2021Energy955Maintained0.000.0347,000.0023.6849.21Form 13
Country Trust Bank03-31-2021Etf - Equity7,073Decreased-85.740.01347,000.00-81.5449.06Form 13
Millburn Ridgefield Corp03-31-2021Energy828Increased169.710.0041,000.00241.6749.52Form 13
Regis Management Co Llc03-31-2021Com175,698Decreased-5.051.548,620,000.0022.9149.06Form 13
Harbor Investment Advisory, Llc03-31-2021Etf6,008Increased59.280.04295,000.00106.2949.10Form 13
Hanlon Investment Management, Inc.03-31-2021Sbi Int-energy51,083New!0.000.552,504,000.000.0049.02Form 13
Next Financial Group, Inc03-31-2021Energy13,814Increased27.390.06678,000.0064.9698.27Form 13
Genesee Capital Advisors, Llc03-31-2021Energy57,219New!0.001.672,807,000.000.0049.06Form 13
Fort Pitt Capital Group, Llc03-31-2021Energy0Liquidated!-100.000.000.000.000.00Form 13
Fort Pitt Capital Group, Llc03-31-2021Energy0Liquidated!-100.000.000.000.000.00Form 13
Bogart Wealth, Llc03-31-2021Etf41Decreased-83.530.002,000.00-77.7848.78Form 13
Alhambra Investment Partners Llc03-31-2021Energy11,868Increased7.220.47582,000.0038.5749.04Form 13
Hya Advisors, Inc03-31-2021Etf4,946Decreased-11.900.11243,000.0014.0849.13Form 13
Appleton Partners Inc/ma03-31-2021Cs62,541Increased15.160.293,068,000.0049.0849.06Form 13
Pinnacle Financial Partners Inc03-31-2021Energy29,149Decreased-69.630.061,423,000.00-60.83136.22Form 13
Wbh Advisory Inc03-31-2021Energy82,036Increased2.890.654,025,000.0015.3349.06Form 13
Sabal Trust Co03-31-2021Energy16,854Decreased-1.010.06827,000.0028.2298.39Form 13
North Star Investment Management Corp.03-31-2021Etf7,226Increased153.810.03355,000.00228.7049.13Form 13
Blb&b Advisors, Llc03-31-2021Energy0Liquidated!-100.000.000.000.000.00Form 13
Barnett & Company, Inc.03-31-2021Energy300Decreased-80.000.0115,000.00-73.2150.00Form 13
Bartlett & Co. Llc03-31-2021Etf35Maintained0.000.002,000.00100.0057.14Form 13
Capital Wealth Planning, Llc03-31-2021Energy34,027Decreased-63.920.051,669,000.00-57.9449.05Form 13
Polaris Wealth Advisory Group, Llc03-31-2021Energy15,203New!0.000.05733,000.000.0048.21Form 13
Mivtachim The Workers Social Insurance Fund Ltd. (under Special Management)03-31-2021Energy1,205,243Decreased-5.602.1859,129,000.0022.2098.12Form 13
Gyroscope Capital Management Group, Llc03-31-2021Energy13,419Increased30.960.26658,000.0069.5949.03Form 13
Rfg Advisory, Llc03-31-2021Energy5,061New!0.000.03248,000.000.0049.00Form 13
Sugarloaf Wealth Management, Llc03-31-2021Energy544Decreased-78.470.0395,000.00-1.04174.63Form 13
Ifg Advisory, Llc03-31-2021Mf Closed And Mf Open9,397Increased8.050.06461,000.0040.1249.06Form 13
Slatestone Wealth, Llc03-31-2021Etf9,566New!0.000.12469,000.000.0049.03Form 13
Aurora Private Wealth, Inc.03-31-2021Energy19,385Increased34.200.39951,000.0073.8649.06Form 13
Mtm Investment Management, Llc03-31-2021Energy462New!0.000.0123,000.000.0049.78Form 13
Solitude Financial Services03-31-2021Energy26,933Decreased-29.391.061,321,000.00-8.6449.05Form 13
Galvin, Gaustad & Stein, Llc03-31-2021Energy18,505Increased11.120.09908,000.0043.9049.07Form 13
Sym Financial Corp03-31-2021Energy7,056Increased3.040.20346,000.0033.0849.04Form 13
Creative Financial Designs Inc /adv03-31-2021Etf19,187Increased64.670.18941,000.00169.6349.04Form 13
Central Bank & Trust Co03-31-2021Common Stock7,928Decreased-0.460.07389,000.0028.8149.07Form 13
Cumberland Advisors Inc03-31-2021Sbi Int-energy267,350New!0.003.0113,116,000.000.0049.06Form 13
Busey Wealth Management03-31-2021Etf-equity156,642Decreased-1.650.387,684,000.0027.30192.93Form 13
Northwest Investment Counselors, Llc03-31-2021Energy2,026Maintained0.000.0399,000.000.0048.86Form 13
Legacy Capital Partners, Inc.03-31-2021Etf6,351New!0.000.12312,000.000.0049.13Form 13
First Business Financial Services, Inc.03-31-2021Common20,225Maintained0.000.13992,000.0029.3449.05Form 13
Intersect Capital Llc03-31-2021Energy5,334New!0.000.05262,000.000.0049.12Form 13
V Wealth Advisors Llc03-31-2021Energy25,972Increased8.790.231,274,000.0040.7798.14Form 13
Capital Insight Partners, Llc03-31-2021Energy66,867Increased2.360.803,280,000.0032.4749.05Form 13
Canal Capital Management, Llc03-31-2021Energy0Liquidated!-100.000.000.000.000.00Form 13
First Command Bank03-31-2021Energy788Increased57.606.4139,000.00105.2649.49Form 13
First Command Financial Services, Inc.03-31-2021Energy788Increased57.600.0139,000.00105.2649.49Form 13
Leicht Financial Planning & Wealth Management, Inc.03-31-2021Energy65,311Decreased-50.002.073,204,000.000.5049.06Form 13
Aries Wealth Management03-31-2021Energy12,013Increased1.180.27591,000.0020.1249.20Form 13
Andesa Financial Management Inc.03-31-2021Energy15,930Increased93.910.25782,000.00150.6449.09Form 13
Evolution Wealth Advisors, Llc03-31-2021Energy83,391Increased17.900.914,091,000.0052.5949.06Form 13
Fortem Financial Group, Llc03-31-2021Energy22,450New!0.000.641,101,000.000.0049.04Form 13
Great Valley Advisor Group, Inc.03-31-2021Energy18,226Increased118.590.09895,000.00183.2349.11Form 13
Austin Private Wealth, Llc03-31-2021Energy46,387New!0.000.602,276,000.000.0049.07Form 13
Beacon Financial Advisory Llc03-31-2021Energy4,828New!0.000.14237,000.000.0049.09Form 13
Wny Asset Management, Llc03-31-2021Energy22,096Increased91.870.431,087,000.00149.8949.19Form 13
Horst & Graben Wealth Management Llc03-31-2021Energy46,116New!0.000.712,262,000.000.0049.05Form 13
Capital Advisors Wealth Management, Llc03-31-2021Energy51,186New!0.001.082,511,000.000.0049.06Form 13
Falcon Wealth Planning03-31-2021Energy113,766Decreased-6.232.735,581,000.0021.3849.06Form 13
Asset Planning Services Inc /la/ /adv03-31-2021Com19,350Increased188.250.57949,000.00273.6249.04Form 13
Toth Financial Advisory Corp03-31-2021Energy23,426Increased290.630.181,150,000.00406.6199.07Form 13