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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
MG
301
Mather Group
Illinois
$6.17K
VWWMG
302
Vermillion & White Wealth Management Group
Pennsylvania
$5.35K +$4.62K +39 New
EWA
303
EverSource Wealth Advisors
Alabama
$4.52K +$2.37K +20 +154%
PS
304
Principal Securities
Iowa
$4.12K
SCM
305
Sterling Capital Management
North Carolina
$3.7K
VCM
306
Versant Capital Management
Arizona
$3.29K
LC
307
Lindbrook Capital
California
$3.02K +$474 +4 +22%
SW
308
SVB Wealth
Massachusetts
$3.02K +$2.61K +22 New
HWM
309
Hemington Wealth Management
Virginia
$3K +$948 +8 +38%
BWL
310
Bogart Wealth LLC
Virginia
$2.74K -$2.61K -22 -52%
TPCW
311
TD Private Client Wealth
New York
$2.74K +$2.37K +20 New
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$2.47K
SPIA
313
Steward Partners Investment Advisory
New York
$2.47K
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$2.36K +$2.13K +18 New
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$2.33K
AssetMark Inc
316
AssetMark Inc
California
$2.06K +$948 +8 +114%
PMAM
317
Picton Mahoney Asset Management
Ontario, Canada
$2K
CFD
318
Creative Financial Designs
Indiana
$1.78K +$1.54K +13 New
JWA
319
JFS Wealth Advisors
Pennsylvania
$1.65K
AF
320
Allworth Financial
California
$1.53K +$829 +7 +233%
BCMLT
321
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.51K
SC
322
Stephens Consulting
Michigan
$1.37K +$1.19K +10 New
CA
323
CoreCap Advisors
Michigan
$1.23K +$592 +5 +125%
PWMG
324
Private Wealth Management Group
New Jersey
$960
DPW
325
DiNuzzo Private Wealth
Pennsylvania
$823