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Polaris

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
426
CVA Family Office
Colorado
$34K
PCG
427
Private Capital Group
Connecticut
$32K
QCG
428
Quadrant Capital Group
Ohio
$32K
PGWM
429
Parisi Gray Wealth Management
New Jersey
$31K +$31.2K +230 New
PCH
430
PGIM Custom Harvest
New Jersey
$30K
SB
431
Strategic Blueprint
Georgia
$30K +$29.8K +220 New
TWM
432
Tradition Wealth Management
Minnesota
$28K -$27.1K -200 -49%
HNB
433
Huntington National Bank
Ohio
$28K
SIS
434
Sound Income Strategies
Florida
$26K +$15.3K +113 +145%
PB
435
Pinnacle Bancorp
Nebraska
$25K
CI
436
CX Institutional
Indiana
$24K
HFM
437
Harvest Fund Management
China
$24K +$136 +1 +0.5%
LF
438
Lee Financial
Texas
$24K +$2.98K +22 +14%
FCA
439
FinTrust Capital Advisors
South Carolina
$23K
AA
440
AlphaMark Advisors
Kentucky
$22K
ETC
441
Exchange Traded Concepts
Oklahoma
$22K +$21.7K +160 New
IFAM
442
Institutional & Family Asset Management
Colorado
$21K +$20.3K +150 New
PCM
443
Peregrine Capital Management
Minnesota
$18K
SPWG
444
Sage Private Wealth Group
Illinois
$18K
WQ
445
Wealth Quarterback
New Jersey
$18K +$17.4K +128 New
ASBI
446
American State Bank (Iowa)
Iowa
$16.4K
LWM
447
Liberty Wealth Management
California
$15K +$136 +1 +0.9%
KFP
448
KB Financial Partners
New Jersey
$15K +$14.4K +106 New
WP
449
WealthShield Partners
North Carolina
$14K -$156K -1,152 -92%
TCOV
450
Trust Company of Vermont
Vermont
$14K