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Polaris
PII

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
376
Smartleaf Asset Management
Massachusetts
$1.6K -$1.88K -50 -56%
EAM
377
Eukles Asset Management
Ohio
$1.54K -$452 -12 -24%
BFS
378
Bare Financial Services
Pennsylvania
$1.54K +$1.02K +27 +245%
HFS
379
Hughes Financial Services
Virginia
$1.48K +$1.05K +28 New
GRP
380
Global Retirement Partners
California
$1.42K +$1.32K +35 New
S
381
Sachetta
Massachusetts
$1.38K -$1.09K -29 -46%
PWMG
382
Prestige Wealth Management Group
New Jersey
$1.38K +$905 +24 +240%
OLVIG
383
Oliver Lagore Vanvalin Investment Group
Michigan
$1.35K +$1.24K +33 New
PWMG
384
Private Wealth Management Group
New Jersey
$1.3K -$5.8K -154 -83%
SIS
385
Sound Income Strategies
Florida
$1.25K -$452 -12 -28%
LI
386
LRI Investments
Florida
$1.17K – – –
BTI
387
Blue Trust Inc
Georgia
$1.14K +$490 +13 +87%
CTC
388
Central Trust Company
Missouri
$1.02K – – –
FFO
389
Fortitude Family Office
Arizona
$1.02K +$942 +25 New
NWM
390
Navigoe Wealth Management
California
$1K – – –
UIA
391
Ulland Investment Advisors
Minnesota
$1K – – –
HC
392
Hoese & Co
Minnesota
$974 – – –
SS
393
SBI Securities
Japan
$854 -$490 -13 -38%
TIM
394
Total Investment Management
Arizona
$848 +$791 +21 New
RWM
395
Rialto Wealth Management
New York
$773 +$716 +19 New
BGAI
396
Bruce G. Allen Investments
Colorado
$772 -$1.43K -38 -67%
AWM
397
Activest Wealth Management
Florida
$732 +$678 +18 New
GEA
398
Glen Eagle Advisors
New Jersey
$583 – – –
CPG
399
Cornerstone Planning Group
New Jersey
$423 +$302 +8 New
FP
400
Financial Perspectives
Minnesota
$380 – – –
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