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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
301
AssetMark Inc
California
$3.16K -$12.6K -107 -81%
PFBT
302
Parkside Financial Bank & Trust
Missouri
$3.03K -$1.77K -15 -38%
JWA
303
JFS Wealth Advisors
Pennsylvania
$3.03K +$471 +4 +20%
BWL
304
Bogart Wealth LLC
Virginia
$2.53K – – –
PWA
305
Physician Wealth Advisors
Utah
$2.53K +$1.53K +13 +186%
WA
306
Westfuller Advisors
New York
$2.15K – – –
VWA
307
Valued Wealth Advisors
Utah
$2.02K +$1.88K +16 New
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$1.9K – – –
AAS
309
Ameritas Advisory Services
Nebraska
$1.77K -$466K -3,958 -100%
GSWM
310
Golden State Wealth Management
California
$1.64K – – –
PWMG
311
Prestige Wealth Management Group
New Jersey
$1.52K +$471 +4 +50%
CFO
312
CVA Family Office
Colorado
$1.39K -$824 -7 -39%
PMFA
313
Plante Moran Financial Advisors
Michigan
$1.39K +$1.29K +11 New
GFA
314
Godfrey Financial Associates
New York
$1.26K – – –
IAIM
315
International Assets Investment Management
Florida
$1.2K -$82.4K -700 -99%
KFG
316
Kingdom Financial Group
Arizona
$1.14K -$2.35K -20 -69%
AW
317
Ankerstar Wealth
Texas
$1.14K +$471 +4 +80%
APFP
318
Action Point Financial Planning
Michigan
$1.14K +$1.18K +10 New
FFO
319
Fortitude Family Office
Arizona
$1.01K -$471 -4 -33%
BAM
320
Bellevue Asset Management
Washington
$1.01K +$942 +8 New
PWMG
321
Private Wealth Management Group
New Jersey
$885 – – –
TWD
322
True Wealth Design
Ohio
$885 +$471 +4 +133%
DPW
323
DiNuzzo Private Wealth
Pennsylvania
$759 – – –
GWM
324
Gilpin Wealth Management
Colorado
$759 +$235 +2 +50%
EP
325
Essential Partners
California
$758 -$706 -6 -50%