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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
VWWMG
301
Vermillion & White Wealth Management Group
Pennsylvania
$3.77K
WA
302
Westfuller Advisors
New York
$2.91K
BWL
303
Bogart Wealth LLC
Virginia
$2.69K
GSWM
304
Golden State Wealth Management
California
$2.69K +$854 +7 +54%
FHA
305
Flagship Harbor Advisors
Massachusetts
$2.56K +$2.32K +19 New
JWA
306
JFS Wealth Advisors
Pennsylvania
$2.43K +$732 +6 +50%
LFG
307
Larson Financial Group
Missouri
$2.29K +$1.71K +14 +467%
Optiver Holding
308
Optiver Holding
Netherlands
$2.16K -$6.84K -56 -78%
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$2.16K
HNW
310
High Note Wealth
Minnesota
$2.16K +$244 +2 +14%
ZBNA
311
Zions Bancorporation, National Association
Utah
$2.16K +$1.95K +16 New
SC
312
SouthState Corp
Florida
$1.89K +$1.71K +14 New
SIS
313
Sound Income Strategies
Florida
$1.67K +$1.59K +13 New
CIAM
314
Caitong International Asset Management
Hong Kong
$1.62K -$14.9K -122 -91%
EP
315
Essential Partners
California
$1.48K +$122 +1 +10%
KFAS
316
Keating Financial Advisory Services
Kansas
$1.48K +$1.34K +11 New
FFO
317
Fortitude Family Office
Arizona
$1.35K +$488 +4 +67%
GFA
318
Godfrey Financial Associates
New York
$1.35K +$1.22K +10 New
MCM
319
MAI Capital Management
Ohio
$1.21K -$3.91K -32 -78%
BC
320
Bayforest Capital
United Kingdom
$1.08K -$4.76K -39 -83%
PWMG
321
Private Wealth Management Group
New Jersey
$944
SIC
322
SJS Investment Consulting
Ohio
$810 -$244 -2 -25%
DPW
323
DiNuzzo Private Wealth
Pennsylvania
$809
PWMG
324
Prestige Wealth Management Group
New Jersey
$809
SS
325
Sunbelt Securities
Texas
$674