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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$60.9K +$44K +284 +557%
NS
302
NBC Securities
Alabama
$60K
AP
303
Atwood & Palmer
Missouri
$54K
Nisa Investment Advisors
304
Nisa Investment Advisors
Missouri
$51.5K +$3.56K +23 +7%
PS
305
Principal Securities
Iowa
$50.4K +$44.6K +288 +738%
HCM
306
Hollencrest Capital Management
California
$48.3K +$17.5K +113 +57%
CA
307
Clearstead Advisors
Ohio
$46.7K +$46.9K +303 New
MPW
308
MASECO Private Wealth
$44.9K +$45.1K +291 New
Simplex Trading
309
Simplex Trading
Illinois
$43K +$17.2K +111 +66%
OWA
310
Opal Wealth Advisors
New York
$39.6K -$12.2K -79 -24%
SOW
311
State of Wyoming
Wyoming
$39.6K -$46.1K -298 -54%
GRP
312
Global Retirement Partners
California
$34.7K +$34.8K +225 New
WTC
313
WhitTier Trust Company
Nevada
$33.8K -$11.8K -76 -26%
AF
314
Allworth Financial
California
$31.9K +$30.5K +197 +1,970%
CIAM
315
Caitong International Asset Management
Hong Kong
$27.9K +$8.52K +55 +44%
TH
316
TCTC Holdings
Texas
$27.1K -$31.7K -205 -54%
SS
317
SBI Securities
Japan
$26.2K -$69.7K -450 -73%
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$21.6K -$1.24K -8 -5%
Mitsubishi UFJ Asset Management
319
Mitsubishi UFJ Asset Management
Japan
$18.7K +$18.7K +121 New
UB
320
UMB Bank
Missouri
$14.2K +$1.08K +7 +8%
TPWA
321
Twin Peaks Wealth Advisors
California
$14K +$17.7K +114 New
BIG
322
Brooklyn Investment Group
New York
$13.4K +$2.48K +16 +23%
MTC
323
Matrix Trust Company
Colorado
$12K +$11.6K +75 New
EWA
324
EverSource Wealth Advisors
Alabama
$11.4K +$6.35K +41 +124%
RA
325
Rise Advisors
New York
$11.3K