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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
301
Harvest Fund Management
China
$4K -$7.57K -62 -66%
VWWMG
302
Vermillion & White Wealth Management Group
Pennsylvania
$3.77K – – –
WA
303
Westfuller Advisors
New York
$2.91K – – –
BWL
304
Bogart Wealth LLC
Virginia
$2.69K – – –
GSWM
305
Golden State Wealth Management
California
$2.69K +$854 +7 +54%
FHA
306
Flagship Harbor Advisors
Massachusetts
$2.56K +$2.32K +19 New
JWA
307
JFS Wealth Advisors
Pennsylvania
$2.43K +$732 +6 +50%
LFG
308
Larson Financial Group
Missouri
$2.29K +$1.71K +14 +467%
Optiver Holding
309
Optiver Holding
Netherlands
$2.16K -$6.84K -56 -78%
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$2.16K – – –
HNW
311
High Note Wealth
Minnesota
$2.16K +$244 +2 +14%
ZBNA
312
Zions Bancorporation, National Association
Utah
$2.16K +$1.95K +16 New
SC
313
SouthState Corp
Florida
$1.89K +$1.71K +14 New
SIS
314
Sound Income Strategies
Florida
$1.67K +$1.59K +13 New
CIAM
315
Caitong International Asset Management
Hong Kong
$1.62K -$14.9K -122 -91%
EP
316
Essential Partners
California
$1.48K +$122 +1 +10%
KFAS
317
Keating Financial Advisory Services
Kansas
$1.48K +$1.34K +11 New
FFO
318
Fortitude Family Office
Arizona
$1.35K +$488 +4 +67%
GFA
319
Godfrey Financial Associates
New York
$1.35K +$1.22K +10 New
MCM
320
MAI Capital Management
Ohio
$1.21K -$3.91K -32 -78%
BC
321
Bayforest Capital
United Kingdom
$1.08K -$4.76K -39 -83%
PWMG
322
Private Wealth Management Group
New Jersey
$944 – – –
SIC
323
SJS Investment Consulting
Ohio
$810 -$244 -2 -25%
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$809 – – –
PWMG
325
Prestige Wealth Management Group
New Jersey
$809 – – –