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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
GWM
264
Geneos Wealth Management
Colorado
$28.7K
WTC
265
WhitTier Trust Company
Nevada
$25.6K
SL
266
Salomon & Ludwin
Virginia
$22.3K +$250 +2 +1%
SS
267
SBI Securities
Japan
$20.9K +$624 +5 +3%
SCM
268
Sterling Capital Management
North Carolina
$20.4K
UB
269
UMB Bank
Missouri
$19.2K +$624 +5 +3%
AP
270
Atwood & Palmer
Missouri
$17.9K
EWA
271
EverSource Wealth Advisors
Alabama
$16.9K +$3.37K +27 +24%
SSG
272
Summit Securities Group
New York
$15.9K +$16.6K +133 New
AssetMark Inc
273
AssetMark Inc
California
$15.8K +$9.73K +78 +144%
Mitsubishi UFJ Asset Management
274
Mitsubishi UFJ Asset Management
Japan
$14.5K
HCA
275
Harbor Capital Advisors
Illinois
$14K -$2.68M -21,439 -99%