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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
301
Accent Capital Management
Ohio
$6.3K
PA
302
Parallel Advisors
California
$6.07K
HIM
303
Hillsdale Investment Management
Ontario, Canada
$5.84K
AF
304
Allworth Financial
California
$5.72K -$20K -158 -76%
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$5.6K +$3.17K +25 +109%
PTC
306
Private Trust Company
Ohio
$5.49K +$127 +1 +2%
BC
307
Bayforest Capital
United Kingdom
$5.49K +$5.96K +47 New
RFP
308
Root Financial Partners
California
$5.49K +$5.96K +47 New
LI
309
LRI Investments
Florida
$5.36K
MG
310
Mather Group
Illinois
$5.25K +$5.71K +45 New
WANY
311
Wealthspire Advisors (New York)
New York
$4.9K +$5.33K +42 New
MCM
312
MAI Capital Management
Ohio
$4.79K -$1.27K -10 -20%
JWM
313
JPL Wealth Management
Colorado
$4.67K +$5.07K +40 New
PAI
314
Pittenger & Anderson Inc
Nebraska
$4.67K
AssetMark Inc
315
AssetMark Inc
California
$4.55K -$1.14K -9 -19%
RIL
316
Rothschild Investment LLC
Illinois
$3.5K -$3.17K -25 -45%
VWWMG
317
Vermillion & White Wealth Management Group
Pennsylvania
$3.27K
HWM
318
Hemington Wealth Management
Virginia
$3K -$1.4K -11 -26%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$2.92K -$634 -5 -17%
PFBT
320
Parkside Financial Bank & Trust
Missouri
$2.8K -$3.3K -26 -52%
VCM
321
Versant Capital Management
Arizona
$2.8K
WA
322
WPG Advisers
Maryland
$2.57K -$4.95K -39 -64%
WA
323
Westfuller Advisors
New York
$2.52K +$2.79K +22 New
BWL
324
Bogart Wealth LLC
Virginia
$2.33K
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$2.1K +$254 +2 +13%