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Polaris
PII

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
401
Quent Capital
New York
$3.41K – – –
LCM
402
Logan Capital Management
Pennsylvania
$3.33K – – –
AFS
403
Annapolis Financial Services
Maryland
$3.25K – – –
NC
404
NewSquare Capital
Pennsylvania
$3.08K – – –
OLVIG
405
Oliver Lagore Vanvalin Investment Group
Michigan
$2.71K +$81 +1 +3%
PWMG
406
Private Wealth Management Group
New Jersey
$2.66K +$1.46K +18 +129%
PTC
407
Private Trust Company
Ohio
$2.25K -$3.25K -40 -60%
VCM
408
Versant Capital Management
Arizona
$2.25K -$975 -12 -31%
KFI
409
Key Financial Inc
Pennsylvania
$2.08K – – –
HWM
410
Hemington Wealth Management
Virginia
$2K +$2.52K +31 New
HC
411
Hoese & Co
Minnesota
$2K – – –
LI
412
LRI Investments
Florida
$1.93K – – –
BIA
413
Bell Investment Advisors
California
$1.75K -$487 -6 -22%
JWA
414
JFS Wealth Advisors
Pennsylvania
$1.75K -$325 -4 -16%
BBHC
415
Brown Brothers Harriman & Co
New York
$1.75K +$1.71K +21 New
BCMLT
416
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.42K – – –
CFG
417
Copley Financial Group
California
$1.25K +$1.22K +15 New
GEA
418
Glen Eagle Advisors
New Jersey
$1.19K – – –
SIS
419
Sound Income Strategies
Florida
$1.11K – – –
MRCM
420
M&R Capital Management
New Jersey
$1.1K +$1.06K +13 New
UIA
421
Ulland Investment Advisors
Minnesota
$1K – – –
CAL
422
Capital Advisors Ltd
Ohio
$1K +$487 +6 +75%
BGAI
423
Bruce G. Allen Investments
Colorado
$916 +$894 +11 New
AFWM
424
Abich Financial Wealth Management
Virginia
$832 -$58.3K -718 -99%
RIL
425
Rothschild Investment LLC
Illinois
$832 +$812 +10 New
15 16
17
18 19