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Polaris
PII

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
326
Optimal Asset Management
California
$302K – – –
HR
327
Howe & Rusling
New York
$295K -$30K -236 -9%
ONB
328
Old National Bancorp
Indiana
$290K +$14.5K +114 +5%
CA
329
Claro Advisors
Massachusetts
$282K +$32.3K +254 +12%
OC
330
Oppenheimer & Co
New York
$282K +$46.1K +363 +18%
RIL
331
Rothschild Investment LLC
Illinois
$282K +$110K +865 +58%
LA
332
LVW Advisors
New York
$278K – – –
FCBT
333
First Citizens Bank & Trust
North Carolina
$277K +$19.1K +150 +7%
LFAS
334
Level Four Advisory Services
Texas
$275K +$292K +2,299 New
DC
335
Davenport & Co
Virginia
$273K +$64.8K +510 +29%
TC
336
Truvestments Capital
Florida
$269K +$86.8K +683 +44%
HWAM
337
Hennion & Walsh Asset Management
New Jersey
$267K – – –
QC
338
Quadrature Capital
United Kingdom
$267K +$284K +2,232 New
MFW
339
Meristem Family Wealth
Minnesota
$266K +$3.18K +25 +1%
IB
340
Intrust Bank
Kansas
$258K – – –
VAS
341
Vestmark Advisory Solutions
Massachusetts
$252K -$11.1K -87 -4%
LIG
342
Lokken Investment Group
Delaware
$252K – – –
MCM
343
Maple Capital Management
Vermont
$251K – – –
HIS
344
Harvest Investment Services
Illinois
$248K -$4.07K -32 -2%
CCM
345
Crew Capital Management
Ohio
$245K -$15.9K -125 -6%
CAM
346
Cresset Asset Management
Illinois
$244K +$9.79K +77 +4%
TF
347
Tompkins Financial
New York
$239K +$254K +2,000 New
PIMG
348
Patriot Investment Management Group
Tennessee
$232K +$1.14K +9 +0.5%
II
349
Inspire Investing
Idaho
$229K +$243K +1,914 New
AWM
350
AE Wealth Management
Kansas
$226K -$20.5K -161 -8%
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