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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
226
Harbor Investment Advisory
Maryland
$230K – – –
VRS
227
Virginia Retirement Systems
Virginia
$228K +$212K +1,800 New
CGH
228
Crossmark Global Holdings
Texas
$225K -$6.36K -54 -3%
SFA
229
Sequoia Financial Advisors
Ohio
$221K +$206K +1,748 New
YC
230
Yarbrough Capital
Tennessee
$214K – – –
MCM
231
Militia Capital Management
Texas
$212K +$197K +1,675 New
Jones Financial Companies
232
Jones Financial Companies
Missouri
$202K -$369K -3,133 -66%
BCWM
233
Bartlett & Co Wealth Management
Ohio
$180K +$168K +1,423 New
AF
234
Avanza Fonder
Sweden
$164K +$11.8K +100 +8%
C
235
Covestor
United Kingdom
$148K +$4K +34 +3%
Mitsubishi UFJ Trust & Banking
236
Mitsubishi UFJ Trust & Banking
Japan
$145K +$136K +1,151 New
NAAA
237
New Age Alpha Advisors
New York
$137K -$5.3K -45 -4%
HI
238
Horizon Investments
North Carolina
$132K -$1.91M -16,184 -94%
KBC Group
239
KBC Group
Belgium
$129K – – –
Nisa Investment Advisors
240
Nisa Investment Advisors
Missouri
$127K +$66K +561 +126%
GRP
241
Global Retirement Partners
California
$123K +$115K +973 New
TRCT
242
Tower Research Capital (TRC)
New York
$123K -$197K -1,676 -63%
NAS
243
Nykredit A/S
Denmark
$117K +$109K +922 New
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$97.8K +$8.01K +68 +10%
GI
245
GAMMA Investing
California
$95.9K -$51.8K -440 -37%
IA
246
IFP Advisors
Florida
$85.7K -$8.59K -73 -10%
PWPS
247
Pinnacle Wealth Planning Services
Ohio
$81.9K +$14.8K +126 +24%
SPIA
248
Steward Partners Investment Advisory
New York
$80.8K -$15.3K -130 -17%
S
249
SignatureFD
Georgia
$67.2K +$3.88K +33 +7%
CIAM
250
Caitong International Asset Management
Hong Kong
$56.7K +$13.8K +117 +35%