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Polaris
PII

Name Holding Trade Value Shares
Change 		Change in
Stake
KSB
376
Kennebec Savings Bank
Maine
$5.45K – – –
WSFS
377
Wilmington Savings Fund Society
Delaware
$5.45K – – –
EWP
378
Elevation Wealth Partners
California
$5.45K +$6.26K +100 New
CMA
379
Cedar Mountain Advisors
Oregon
$5.34K +$6.14K +98 New
NS
380
NBC Securities
Alabama
$5.18K – – –
BW
381
Basepoint Wealth
Iowa
$5.09K +$63 +1 +1%
IAIM
382
International Assets Investment Management
Florida
$4.65K – – –
TCOT
383
Trust Company of Toledo
Ohio
$4.47K – – –
SFAM
384
Sawyer Falduto Asset Management
Illinois
$4.36K – – –
OCM
385
Orion Capital Management
California
$3.76K – – –
BFS
386
Bare Financial Services
Pennsylvania
$3.71K +$2.44K +39 +134%
IWS
387
Intentional Wealth Strategies
Colorado
$3.71K +$4.26K +68 New
CSB
388
City State Bank
Iowa
$3.6K – – –
DJSG
389
D.J. St. Germain
Massachusetts
$3.54K – – –
MCM
390
MV Capital Management
Maryland
$3K – – –
AAP
391
Arax Advisory Partners
Colorado
$2.95K -$206K -3,293 -98%
SS
392
SBI Securities
Japan
$2.89K -$251 -4 -7%
BBHC
393
Brown Brothers Harriman & Co
New York
$2.89K – – –
TC
394
Truvestments Capital
Florida
$2.73K – – –
MA
395
MCF Advisors
Kentucky
$2.51K – – –
B
396
Birchbrook
Maine
$2.46K – – –
PWA
397
Physician Wealth Advisors
Utah
$2.34K -$501 -8 -16%
AA
398
Ancora Advisors
Ohio
$2.07K -$8.89K -142 -79%
AW
399
Avion Wealth
Texas
$2K – – –
FFO
400
Fortitude Family Office
Arizona
$1.96K +$63 +1 +3%
14 15
16
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