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Polaris
PII

Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
276
Tower Research Capital (TRC)
New York
$352K -$622K -6,770 -66%
CGH
277
Crossmark Global Holdings
Texas
$351K +$7.81K +85 +2%
SAM
278
Secure Asset Management
Michigan
$345K +$316K +3,442 New
MIA
279
MainStreet Investment Advisors
Illinois
$342K -$11K -120 -3%
PIMG
280
Patriot Investment Management Group
Tennessee
$335K -$17.7K -193 -5%
CA
281
Callahan Advisors
Texas
$333K -$143K -1,554 -32%
CIA
282
Capital Investment Advisors
Georgia
$328K +$11.7K +127 +4%
PSIWM
283
Paradigm Strategies in Wealth Management
Minnesota
$328K +$2.11K +23 +0.7%
CM
284
Capula Management
Cayman Islands
$321K +$295K +3,208 New
MWM
285
Modera Wealth Management
New Jersey
$320K -$34.3K -373 -10%
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$319K +$7.53K +82 +3%
CA
287
CoreCap Advisors
Michigan
$318K +$60.1K +654 +26%
SLC
288
Second Line Capital
Louisiana
$315K – – –
QCM
289
Qsemble Capital Management
New York
$315K +$289K +3,150 New
RJT
290
Raymond James Trust
Florida
$313K -$7.07K -77 -2%
FM
291
Foster & Motley
Ohio
$311K -$61.4K -669 -18%
RFC
292
Regions Financial Corp
Alabama
$310K -$25K -272 -8%
NA
293
NewEdge Advisors
Louisiana
$308K -$88.3K -961 -24%
MIS
294
Morningstar Investment Services
Illinois
$306K -$535K -5,828 -65%
LA
295
Lindenwold Advisors
Pennsylvania
$306K +$280K +3,052 New
TC
296
Truvestments Capital
Florida
$304K -$192K -2,094 -41%
PAS
297
Park Avenue Securities
New York
$302K +$43.6K +475 +19%
LC
298
LCNB Corp
Ohio
$302K +$19.1K +208 +7%
PFS
299
Prospera Financial Services
Texas
$301K -$34.1K -371 -11%
URS
300
Utah Retirement Systems
Utah
$300K -$583K -6,349 -68%
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