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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
301
Keener Financial Planning
Texas
$7K – – –
ACM
302
Accent Capital Management
Ohio
$6.3K – – –
PA
303
Parallel Advisors
California
$6.07K – – –
HIM
304
Hillsdale Investment Management
Ontario, Canada
$5.84K – – –
AF
305
Allworth Financial
California
$5.72K -$20K -158 -76%
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$5.6K +$3.17K +25 +109%
PTC
307
Private Trust Company
Ohio
$5.49K +$127 +1 +2%
BC
308
Bayforest Capital
United Kingdom
$5.49K +$5.96K +47 New
RFP
309
Root Financial Partners
California
$5.49K +$5.96K +47 New
LI
310
LRI Investments
Florida
$5.36K – – –
MG
311
Mather Group
Illinois
$5.25K +$5.71K +45 New
WANY
312
Wealthspire Advisors (New York)
New York
$4.9K +$5.33K +42 New
MCM
313
MAI Capital Management
Ohio
$4.79K -$1.27K -10 -20%
JWM
314
JPL Wealth Management
Colorado
$4.67K +$5.07K +40 New
PAI
315
Pittenger & Anderson Inc
Nebraska
$4.67K – – –
AssetMark Inc
316
AssetMark Inc
California
$4.55K -$1.14K -9 -19%
RIL
317
Rothschild Investment LLC
Illinois
$3.5K -$3.17K -25 -45%
VWWMG
318
Vermillion & White Wealth Management Group
Pennsylvania
$3.27K – – –
HWM
319
Hemington Wealth Management
Virginia
$3K -$1.4K -11 -26%
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$2.92K -$634 -5 -17%
PFBT
321
Parkside Financial Bank & Trust
Missouri
$2.8K -$3.3K -26 -52%
VCM
322
Versant Capital Management
Arizona
$2.8K – – –
WA
323
WPG Advisers
Maryland
$2.57K -$4.95K -39 -64%
WA
324
Westfuller Advisors
New York
$2.52K +$2.79K +22 New
BWL
325
Bogart Wealth LLC
Virginia
$2.33K – – –