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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
301
Parkside Financial Bank & Trust
Missouri
$6.31K +$4.86K +41 +820%
MG
302
Mather Group
Illinois
$6.17K – – –
VWWMG
303
Vermillion & White Wealth Management Group
Pennsylvania
$5.35K +$4.62K +39 New
EWA
304
EverSource Wealth Advisors
Alabama
$4.52K +$2.37K +20 +154%
PS
305
Principal Securities
Iowa
$4.12K – – –
SCM
306
Sterling Capital Management
North Carolina
$3.7K – – –
VCM
307
Versant Capital Management
Arizona
$3.29K – – –
LC
308
Lindbrook Capital
California
$3.02K +$474 +4 +22%
SW
309
SVB Wealth
Massachusetts
$3.02K +$2.61K +22 New
HWM
310
Hemington Wealth Management
Virginia
$3K +$948 +8 +38%
BWL
311
Bogart Wealth LLC
Virginia
$2.74K -$2.61K -22 -52%
TPCW
312
TD Private Client Wealth
New York
$2.74K +$2.37K +20 New
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$2.47K – – –
SPIA
314
Steward Partners Investment Advisory
New York
$2.47K – – –
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$2.36K +$2.13K +18 New
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$2.33K – – –
AssetMark Inc
317
AssetMark Inc
California
$2.06K +$948 +8 +114%
PMAM
318
Picton Mahoney Asset Management
Ontario, Canada
$2K – – –
CFD
319
Creative Financial Designs
Indiana
$1.78K +$1.54K +13 New
JWA
320
JFS Wealth Advisors
Pennsylvania
$1.65K – – –
AF
321
Allworth Financial
California
$1.53K +$829 +7 +233%
BCMLT
322
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.51K – – –
SC
323
Stephens Consulting
Michigan
$1.37K +$1.19K +10 New
CA
324
CoreCap Advisors
Michigan
$1.23K +$592 +5 +125%
PWMG
325
Private Wealth Management Group
New Jersey
$960 – – –