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Polaris
PII

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
301
Advisors Asset Management
Colorado
$522K +$248K +2,033 +108%
MIA
302
MainStreet Investment Advisors
Illinois
$511K -$9.75K -80 -2%
SF
303
Symphony Financial
Texas
$508K +$453K +3,715 New
FC
304
FORA Capital
Florida
$506K +$294K +2,410 +174%
IMRF
305
Illinois Municipal Retirement Fund
Illinois
$498K – – –
VWA
306
V Wealth Advisors
Kansas
$495K -$12.2K -100 -3%
RI
307
Ridgewood Investments
New Jersey
$495K -$2.68K -22 -0.6%
BC
308
Burney Company
Virginia
$488K – – –
PA
309
Profund Advisors
Maryland
$486K +$975 +8 +0.2%
AC
310
Apogem Capital
New York
$481K -$110K -900 -20%
PAS
311
Park Avenue Securities
New York
$479K +$173K +1,419 +65%
MA
312
Mutual Advisors
Nebraska
$478K – – –
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$472K -$14.9K -122 -3%
VFP
314
Verus Financial Partners
Virginia
$468K -$57.9K -475 -12%
NWM
315
Northwest Wealth Management
Iowa
$466K -$108K -888 -20%
PAM
316
Panagora Asset Management
Massachusetts
$466K +$398K +3,265 +1,432%
RFC
317
Regions Financial Corp
Alabama
$465K +$44.6K +366 +12%
PFS
318
Prospera Financial Services
Texas
$464K +$2.44K +20 +0.6%
LNWWM
319
Laird Norton Wetherby Wealth Management
California
$450K -$50K -410 -11%
KFA
320
Krane Funds Advisors
New York
$444K +$406K +3,329 New
HWAM
321
Hennion & Walsh Asset Management
New Jersey
$441K +$403K +3,308 New
EMFAT
322
Emerald Mutual Fund Advisers Trust
Pennsylvania
$440K +$89K +730 +28%
NNP
323
Nachman Norwood & Parrott
South Carolina
$434K – – –
SCM
324
Shelton Capital Management
Colorado
$429K -$28.8K -236 -7%
CAG
325
Csenge Advisory Group
Florida
$428K -$8.41K -69 -2%
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