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Polaris
PII

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
351
Laidlaw Wealth Management
New York
$236K +$253K +2,150 New
RI
352
Ridgewood Investments
New Jersey
$235K +$251K +2,134 New
BL
353
BFSG LLC
California
$231K +$248K +2,101 New
LIG
354
Lokken Investment Group
Delaware
$225K -$6.48K -55 -3%
CCM
355
Crew Capital Management
Ohio
$220K -$5.89K -50 -2%
TF
356
Tompkins Financial
New York
$220K – – –
CFN
357
Cordasco Financial Network
Florida
$220K +$127K +1,075 +116%
ZF
358
Zhang Financial
Michigan
$220K +$236K +2,000 New
HIS
359
Harvest Investment Services
Illinois
$218K -$9.78K -83 -4%
PIMG
360
Patriot Investment Management Group
Tennessee
$214K +$1.06K +9 +0.5%
ACM
361
Alpha Capital Management
Texas
$214K +$6.6K +56 +3%
SP
362
Symmetry Partners
Connecticut
$213K -$85.5K -726 -27%
SFS
363
Stiles Financial Services
Minnesota
$210K +$225K +1,909 New
PWP
364
Pursue Wealth Partners
California
$207K +$222K +1,884 New
AF
365
Affiance Financial
Minnesota
$203K +$1.06K +9 +0.5%
HA
366
Harfst & Associates
Wyoming
$202K +$2.36K +20 +1%
FNBT
367
FineMark National Bank & Trust
Florida
$201K – – –
GG
368
Gleason Group
Kentucky
$194K +$1.3K +11 +0.6%
IA
369
IFP Advisors
Florida
$165K +$8.48K +72 +5%
VNA
370
Valley National Advisers
Pennsylvania
$161K – – –
SCA
371
Snowden Capital Advisors
New York
$144K +$155K +1,319 New
SSB
372
Sandy Spring Bank
Maryland
$133K +$3.65K +31 +3%
SC
373
SouthState Corp
Florida
$130K – – –
GWM
374
Geneos Wealth Management
Colorado
$125K +$589 +5 +0.4%
HWA
375
HHM Wealth Advisors
Tennessee
$110K +$118K +1,000 New
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