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Palomar
PLMR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
276
Chilton Capital Management
Texas
$13.1K +$13.7K +110 New
LSA
277
Leonteq Securities AG
Switzerland
$11.9K – – –
TPWA
278
Twin Peaks Wealth Advisors
California
$11.4K +$11.9K +95 New
AAP
279
Arax Advisory Partners
Colorado
$11.2K +$3.25K +26 +38%
HCM
280
Hollencrest Capital Management
California
$11.1K +$2.87K +23 +33%
HFS
281
Hantz Financial Services
Michigan
$11K +$4.37K +35 +61%
PTC
282
Private Trust Company
Ohio
$9.68K – – –
RFP
283
Root Financial Partners
California
$8.37K +$874 +7 +11%
BTI
284
Blue Trust Inc
Georgia
$8.13K – – –
VCM
285
Versant Capital Management
Arizona
$8.01K +$4.62K +37 +123%
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$7.29K -$3.74K -30 -33%
WSFS
287
Wilmington Savings Fund Society
Delaware
$7.17K – – –
AF
288
Allworth Financial
California
$6.45K -$250 -2 -4%
ACM
289
Accent Capital Management
Ohio
$6.45K – – –
LI
290
LRI Investments
Florida
$6.45K – – –
BFS
291
Bare Financial Services
Pennsylvania
$5.74K -$749 -6 -11%
KFAS
292
Keating Financial Advisory Services
Kansas
$5.74K +$4.62K +37 +336%
MG
293
Mather Group
Illinois
$5.38K +$5.62K +45 New
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.03K +$5.24K +42 New
RIL
295
Rothschild Investment LLC
Illinois
$5.02K -$125 -1 -2%
JWM
296
JPL Wealth Management
Colorado
$4.78K +$4.99K +40 New
PFBT
297
Parkside Financial Bank & Trust
Missouri
$4.66K – – –
AF
298
Advisornet Financial
Minnesota
$4.18K – – –
HFM
299
Harvest Fund Management
China
$4K – – –
LFG
300
Larson Financial Group
Missouri
$3.82K +$1.87K +15 +88%
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