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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
RFS
251
Richardson Financial Services
Massachusetts
$52.6K +$4.71K +40 +11%
Simplex Trading
252
Simplex Trading
Illinois
$51.4K +$47.9K +407 New
FFA
253
Frazier Financial Advisors
Ohio
$50.6K – – –
FFA
254
Farther Finance Advisors
California
$44.7K -$6.71K -57 -14%
QT
255
Quantbot Technologies
New York
$42.8K +$39.9K +339 New
SAM
256
Smartleaf Asset Management
Massachusetts
$37K – – –
AAP
257
Arax Advisory Partners
Colorado
$33K +$19.7K +167 +178%
UOTTAIMCU
258
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$32.7K – – –
WTC
259
WhitTier Trust Company
Nevada
$31.1K +$471 +4 +2%
US Bancorp
260
US Bancorp
Minnesota
$30K -$639K -5,427 -96%
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$29.2K -$14.6K -124 -35%
BWM
262
Bullock Wealth Management
Indiana
$27.7K -$5.89K -50 -19%
Optiver Holding
263
Optiver Holding
Netherlands
$27.4K +$25.5K +217 New
SL
264
Salomon & Ludwin
Virginia
$26.9K +$1.77K +15 +8%
KAS
265
Kemnay Advisory Services
New York
$23.6K -$37.9K -322 -63%
SS
266
SBI Securities
Japan
$21.1K -$942 -8 -5%
UB
267
UMB Bank
Missouri
$21K +$589 +5 +3%
GWM
268
Geneos Wealth Management
Colorado
$20.2K -$9.42K -80 -33%
AP
269
Atwood & Palmer
Missouri
$19K – – –
AF
270
Allworth Financial
California
$15.8K +$8.36K +71 +131%
LFG
271
Larson Financial Group
Missouri
$15.5K +$10.7K +91 +284%
Mitsubishi UFJ Asset Management
272
Mitsubishi UFJ Asset Management
Japan
$15.3K – – –
HFS
273
Hantz Financial Services
Michigan
$15K +$3.53K +30 +33%
VCM
274
Versant Capital Management
Arizona
$13K +$4.24K +36 +54%
HCA
275
Harbor Capital Advisors
Illinois
$13K -$1.29K -11 -10%