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Polaris
PII

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
401
International Assets Investment Management
Florida
$5.38K -$599K -9,100 -99%
CSC
402
Caldwell Sutter Capital
California
$5.38K -$658 -10 -11%
IWM
403
Inlight Wealth Management
Georgia
$5.31K – – –
TCOT
404
Trust Company of Toledo
Ohio
$5.19K – – –
GRP
405
Global Retirement Partners
California
$5.19K +$3.1K +47 +134%
SFAM
406
Sawyer Falduto Asset Management
Illinois
$5.06K +$5.27K +80 New
RIA
407
Realta Investment Advisors
Delaware
$4.81K – – –
FCT
408
First Community Trust
Iowa
$4.55K – – –
OCM
409
Orion Capital Management
California
$4.36K – – –
CSB
410
City State Bank
Iowa
$4.17K +$263 +4 +6%
DJSG
411
D.J. St. Germain
Massachusetts
$4.11K – – –
PWMG
412
Private Wealth Management Group
New Jersey
$4.05K – – –
SS
413
SBI Securities
Japan
$3.6K -$132 -2 -3%
MCM
414
MV Capital Management
Maryland
$3.48K – – –
BBHC
415
Brown Brothers Harriman & Co
New York
$3.35K -$12.4K -188 -78%
PWA
416
Physician Wealth Advisors
Utah
$3.23K +$527 +8 +19%
TC
417
Truvestments Capital
Florida
$3.16K -$27.6K -419 -89%
TCOV
418
Trust Company of Vermont
Vermont
$3.16K – – –
AW
419
Avion Wealth
Texas
$3K – – –
MA
420
MCF Advisors
Kentucky
$2.91K – – –
MB
421
MidFirst Bank
Oklahoma
$2.85K +$2.96K +45 New
B
422
Birchbrook
Maine
$2.82K +$66 +1 +2%
CFO
423
CVA Family Office
Colorado
$2.66K – – –
SIC
424
SJS Investment Consulting
Ohio
$2.53K +$2.63K +40 New
EAM
425
Eukles Asset Management
Ohio
$2.4K – – –
15 16
17
18 19