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Polaris
PII

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
401
BerganKDV Wealth Management
Minnesota
$44K +$11.8K +100 +33%
CFGS
402
Concourse Financial Group Securities
Alabama
$41K – – –
LFG
403
Leverty Financial Group
Wisconsin
$39K +$42.5K +361 New
1IA
404
1834 Investment Advisors
Wisconsin
$38K – – –
LSA
405
Leonteq Securities AG
Switzerland
$35.5K -$28.9K -245 -43%
CTC
406
Central Trust Company
Missouri
$29K – – –
NICM
407
Neo Ivy Capital Management
New York
$29K +$31.5K +267 New
TFP
408
Tilia Fiduciary Partners
North Carolina
$28K +$29.7K +252 New
CFO
409
CVA Family Office
Colorado
$27K +$29.5K +250 New
HNB
410
Huntington National Bank
Ohio
$26K – – –
PB
411
Pinnacle Bancorp
Nebraska
$24K +$4.24K +36 +20%
SFM
412
Signet Financial Management
New Jersey
$24K +$25.3K +215 New
UB
413
UMB Bank
Missouri
$24K +$26.2K +222 New
QCG
414
Quadrant Capital Group
Ohio
$23K -$3.65K -31 -13%
PCG
415
Private Capital Group
Connecticut
$23K -$2.83K -24 -10%
TWM
416
Tradition Wealth Management
Minnesota
$23K +$118 +1 +0.5%
SIS
417
Sound Income Strategies
Florida
$21K +$118 +1 +0.5%
FCA
418
FinTrust Capital Advisors
South Carolina
$16K -$2.12K -18 -11%
LF
419
Lee Financial
Texas
$16K -$589 -5 -3%
CA
420
Crewe Advisors
Utah
$15K +$16.5K +140 New
PCM
421
Peregrine Capital Management
Minnesota
$14K – – –
SPWG
422
Sage Private Wealth Group
Illinois
$14K – – –
ASBI
423
American State Bank (Iowa)
Iowa
$13.2K – – –
FHA
424
First Horizon Advisors
Tennessee
$13K -$1.41K -12 -9%
KFP
425
KB Financial Partners
New Jersey
$12K +$12.5K +106 New
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