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Palomar
PLMR

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
276
Leonteq Securities AG
Switzerland
$12.6K – – –
CA
277
Continuum Advisory
Idaho
$12.6K +$11.8K +100 New
SCM
278
Sterling Capital Management
North Carolina
$11.8K -$9.18K -78 -46%
HCM
279
Hollencrest Capital Management
California
$11.8K – – –
PTC
280
Private Trust Company
Ohio
$11K +$706 +6 +7%
RIL
281
Rothschild Investment LLC
Illinois
$10.5K +$4.83K +41 +98%
CA
282
Clearstead Advisors
Ohio
$9.99K +$9.3K +79 New
TFA
283
Transamerica Financial Advisors
Florida
$9.61K +$8.95K +76 New
BFS
284
Bare Financial Services
Pennsylvania
$9.23K +$2.94K +25 +52%
TMAM
285
Tokio Marine Asset Management
Japan
$8.97K +$8.36K +71 New
BTI
286
Blue Trust Inc
Georgia
$8.6K – – –
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.85K +$2.35K +20 +48%
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$7.84K +$118 +1 +2%
PA
289
Parallel Advisors
California
$6.83K -$45.8K -389 -88%
ACM
290
Accent Capital Management
Ohio
$6.83K – – –
SGFG
291
Silver Grove Financial Group
New York
$6.07K +$5.65K +48 New
QL
292
Quarry LP
New York
$5.94K +$3.53K +30 +176%
MG
293
Mather Group
Illinois
$5.69K – – –
EWA
294
EverSource Wealth Advisors
Alabama
$5.69K -$11.3K -96 -68%
SIC
295
SJS Investment Consulting
Ohio
$5.31K +$4.12K +35 +500%
JWM
296
JPL Wealth Management
Colorado
$5.06K – – –
LI
297
LRI Investments
Florida
$4.17K -$2.47K -21 -39%
HFM
298
Harvest Fund Management
China
$4K – – –
KFAS
299
Keating Financial Advisory Services
Kansas
$3.92K -$2K -17 -35%
BLC
300
Brown, Lisle/Cummings
Rhode Island
$3.41K +$1.65K +14 +108%
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