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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
251
Dakota Wealth Management
Florida
$359K -$98.3K -635 -21%
FAIM
252
Financial Advocates Investment Management
Washington
$358K +$360K +2,322 New
ECM
253
Evergreen Capital Management
Washington
$354K +$11.3K +73 +3%
AWA
254
Arete Wealth Advisors
Illinois
$344K +$345K +2,229 New
NRD
255
Nebula Research & Development
New York
$335K -$932K -6,018 -73%
CGH
256
Crossmark Global Holdings
Texas
$332K +$35.1K +227 +12%
OAM
257
Oppenheimer Asset Management
New York
$328K -$324K -2,093 -50%
OIA
258
OneDigital Investment Advisors
Kansas
$317K +$318K +2,053 New
X
259
Xponance
Pennsylvania
$317K +$12.7K +82 +4%
SCA
260
Snowden Capital Advisors
New York
$315K +$82.5K +533 +35%
SAI
261
Systematic Alpha Investments
New Jersey
$309K
YMRC
262
Yorktown Management & Research Company
Virginia
$309K
SG Americas Securities
263
SG Americas Securities
New York
$305K +$306K +1,977 New
GAM
264
Gotham Asset Management
New York
$305K +$306K +1,976 New
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$286K +$11.5K +74 +4%
IA
266
Inspire Advisors
Idaho
$282K +$283K +1,829 New
DekaBank Deutsche Girozentrale
267
DekaBank Deutsche Girozentrale
Germany
$274K +$166K +1,073 +152%
AC
268
AlphaCore Capital
California
$259K +$260K +1,681 New
BC
269
Bridgefront Capital
Texas
$254K +$255K +1,649 New
PTC
270
Petrus Trust Company
Texas
$254K -$73.2K -473 -22%
Mackenzie Financial
271
Mackenzie Financial
Ontario, Canada
$252K
FIM
272
Freedom Investment Management
Connecticut
$248K -$13.5K -87 -5%
FCM
273
Fieldview Capital Management
Michigan
$245K -$224K -1,445 -48%
PAG
274
Private Advisor Group
New Jersey
$243K +$244K +1,575 New
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$241K +$6.5K +42 +3%