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Polaris
PII

Name Holding Trade Value Shares
Change 		Change in
Stake
SEC
501
Seven Eight Capital
New York
– -$304K -2,510 Closed
VAS
502
Vestmark Advisory Solutions
Massachusetts
– -$273K -2,257 Closed
GCM
503
Graham Capital Management
Connecticut
– -$256K -2,116 Closed
IB
504
Intrust Bank
Kansas
– -$244K -2,015 Closed
AF
505
Affiance Financial
Minnesota
– -$230K -1,902 Closed
MW
506
Marcum Wealth
Ohio
– -$229K -1,891 Closed
PWP
507
Pursue Wealth Partners
California
– -$228K -1,884 Closed
PCM
508
Penserra Capital Management
California
– -$226K -1,872 Closed
CCM
509
Crew Capital Management
Ohio
– -$219K -1,812 Closed
SFS
510
Stiles Financial Services
Minnesota
– -$215K -1,775 Closed
EI
511
EDMP Inc
Florida
– -$209K -1,732 Closed
SC
512
SouthState Corp
Florida
– -$120K -996 Closed
CFB
513
Cullen/Frost Bankers
Texas
– -$50.6K -419 Closed
ERSOT
514
Employees Retirement System of Texas
Texas
– -$47K -387 Closed
TFP
515
Tilia Fiduciary Partners
North Carolina
– -$30.5K -252 Closed
GWM
516
Geneos Wealth Management
Colorado
– -$20.7K -171 Closed
WP
517
WealthPLAN Partners
Nebraska
– -$12.8K -106 Closed
ZB
518
Zions Bancorporation
Utah
– -$9.79K -81 Closed
JFGIW
519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$8.46K -70 Closed
WTG
520
West Tower Group
Virginia
– -$7.01K -58 Closed
GWMI
521
Guardian Wealth Management (Illinois)
Illinois
– -$4.47K -37 Closed
FA
522
Fiduciary Alliance
South Carolina
– -$1.21K -10 Closed
DI
523
Disciplined Investments
Oklahoma
– -$1.09K -9 Closed
CFO
524
CVA Family Office
Colorado
– -$605 -5 Closed
AW
525
Avion Wealth
Texas
– +$594 +5 New
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