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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
251
Caitong International Asset Management
Hong Kong
$56.7K +$13.8K +117 +35%
RFS
252
Richardson Financial Services
Massachusetts
$52.6K +$4.71K +40 +11%
Simplex Trading
253
Simplex Trading
Illinois
$51.4K +$47.9K +407 New
FFA
254
Frazier Financial Advisors
Ohio
$50.6K
FFA
255
Farther Finance Advisors
California
$44.7K -$6.71K -57 -14%
QT
256
Quantbot Technologies
New York
$42.8K +$39.9K +339 New
SAM
257
Smartleaf Asset Management
Massachusetts
$37K
AAP
258
Arax Advisory Partners
Colorado
$33K +$19.7K +167 +178%
UOTTAIMCU
259
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$32.7K
WTC
260
WhitTier Trust Company
Nevada
$31.1K +$471 +4 +2%
US Bancorp
261
US Bancorp
Minnesota
$30K -$639K -5,427 -96%
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$29.2K -$14.6K -124 -35%
BWM
263
Bullock Wealth Management
Indiana
$27.7K +$24.4K +207 New
Optiver Holding
264
Optiver Holding
Netherlands
$27.4K +$25.5K +217 New
SL
265
Salomon & Ludwin
Virginia
$26.9K +$1.77K +15 +8%
KAS
266
Kemnay Advisory Services
New York
$23.6K -$37.9K -322 -63%
SS
267
SBI Securities
Japan
$21.1K -$942 -8 -5%
UB
268
UMB Bank
Missouri
$21K +$589 +5 +3%
GWM
269
Geneos Wealth Management
Colorado
$20.2K -$9.42K -80 -33%
AP
270
Atwood & Palmer
Missouri
$19K
AF
271
Allworth Financial
California
$15.8K +$8.36K +71 +131%
LFG
272
Larson Financial Group
Missouri
$15.5K +$10.7K +91 +284%
Mitsubishi UFJ Asset Management
273
Mitsubishi UFJ Asset Management
Japan
$15.3K
HFS
274
Hantz Financial Services
Michigan
$15K +$3.53K +30 +33%
VCM
275
Versant Capital Management
Arizona
$13K +$4.24K +36 +54%