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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
251
Kemnay Advisory Services
New York
$60.8K +$63.5K +509 New
S
252
SignatureFD
Georgia
$59.6K +$4.12K +33 +7%
ASN
253
Advisory Services Network
Georgia
$57.2K +$59.8K +479 New
Nisa Investment Advisors
254
Nisa Investment Advisors
Missouri
$53.1K +$1.62K +13 +3%
PA
255
Parallel Advisors
California
$52.9K +$47.8K +383 +638%
FFA
256
Farther Finance Advisors
California
$47.9K -$9.86K -79 -16%
FFA
257
Frazier Financial Advisors
Ohio
$47.8K – – –
RFS
258
Richardson Financial Services
Massachusetts
$44.9K +$11.2K +90 +31%
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$42.4K +$7.61K +61 +21%
CIAM
260
Caitong International Asset Management
Hong Kong
$39.7K +$39.9K +320 +2,667%
SAM
261
Smartleaf Asset Management
Massachusetts
$35.1K -$47.3K -379 -56%
OWA
262
Opal Wealth Advisors
New York
$31.8K +$33.2K +266 New
UOTTAIMCU
263
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$30.9K +$32.3K +259 New
BWM
264
Bullock Wealth Management
Indiana
$30K -$7.11K -57 -18%
GWM
265
Geneos Wealth Management
Colorado
$28.7K – – –
WTC
266
WhitTier Trust Company
Nevada
$25.6K – – –
SL
267
Salomon & Ludwin
Virginia
$22.3K +$250 +2 +1%
SS
268
SBI Securities
Japan
$20.9K +$624 +5 +3%
SCM
269
Sterling Capital Management
North Carolina
$20.4K – – –
UB
270
UMB Bank
Missouri
$19.2K +$624 +5 +3%
AP
271
Atwood & Palmer
Missouri
$17.9K – – –
EWA
272
EverSource Wealth Advisors
Alabama
$16.9K +$3.37K +27 +24%
SSG
273
Summit Securities Group
New York
$15.9K +$16.6K +133 New
AssetMark Inc
274
AssetMark Inc
California
$15.8K +$9.73K +78 +144%
Mitsubishi UFJ Asset Management
275
Mitsubishi UFJ Asset Management
Japan
$14.5K – – –