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Polaris
PII

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
326
Red Tortoise LLC
Georgia
$7.57K +$113 +3 +2%
PB
327
Pinnacle Bancorp
Nebraska
$7.32K – – –
BSB
328
Bangor Savings Bank
Maine
$6.95K -$151 -4 -2%
DJSG
329
D.J. St. Germain
Massachusetts
$6.71K +$3.77K +100 +154%
GIA
330
GHP Investment Advisors
Colorado
$6.22K +$754 +20 +15%
ADL
331
Asset Dedication LLC
California
$6.06K – – –
CT
332
Clearstead Trust
Maine
$5.98K +$641 +17 +13%
CWP
333
Concord Wealth Partners
Virginia
$5.29K +$4.9K +130 New
AF
334
Alerus Financial
North Dakota
$5.16K +$4.79K +127 New
PCM
335
Peregrine Capital Management
Minnesota
$5.08K – – –
RIL
336
Rothschild Investment LLC
Illinois
$4.88K +$3.43K +91 +314%
VWM
337
Vermillion Wealth Management
Minnesota
$4.71K – – –
GC
338
Garde Capital
Washington
$4.67K – – –
NC
339
NewSquare Capital
Pennsylvania
$4.59K +$2.86K +76 +205%
BIA
340
Bell Investment Advisors
California
$4.23K +$2.22K +59 +131%
MIM
341
MTM Investment Management
South Carolina
$4.15K +$3.84K +102 New
HWA
342
HHM Wealth Advisors
Tennessee
$4.08K – – –
PPA
343
Painted Porch Advisors
California
$4.07K -$9.42K -250 -71%
KSB
344
Kennebec Savings Bank
Maine
$4.07K – – –
KTC
345
Kentucky Trust Company
Kentucky
$4.07K +$3.77K +100 New
MS
346
Marshall & Sullivan
Washington
$4.07K +$3.77K +100 New
CSC
347
Caldwell Sutter Capital
California
$3.86K +$3.58K +95 New
IWM
348
Inlight Wealth Management
Georgia
$3.42K – – –
TCOT
349
Trust Company of Toledo
Ohio
$3.33K +$3.09K +82 New
TWD
350
True Wealth Design
Ohio
$3.17K +$829 +22 +39%
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