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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
326
Hughes Financial Services
Virginia
$758 -$118 -1 -14%
TPCW
327
TD Private Client Wealth
New York
$632 – – –
CPG
328
Cornerstone Planning Group
New Jersey
$522 +$471 +4 New
CTC
329
Central Trust Company
Missouri
$506 -$589 -5 -56%
CCMI
330
Creative Capital Management Investments
California
$506 +$471 +4 New
TC
331
Trust Company
Kansas
$379 – – –
HIA
332
HFM Investment Advisors
New Jersey
$253 – – –
WA
333
WPG Advisers
Maryland
$253 – – –
DCM
334
Davis Capital Management
Florida
$253 +$235 +2 New
DF
335
DecisionPoint Financial
Arizona
$134 -$235 -2 -67%
AWM
336
Abound Wealth Management
Tennessee
$127 -$118 -1 -50%
GIA
337
GHP Investment Advisors
Colorado
$127 – – –
RWM
338
Rialto Wealth Management
New York
$127 – – –
TFM
339
TFC Financial Management
Massachusetts
$127 – – –
BHWM
340
Bay Harbor Wealth Management
Maryland
$126 -$235 -2 -67%
SHIM
341
Stone House Investment Management
Pennsylvania
$126 – – –
ACA
342
Atlas Capital Advisors
Wyoming
– -$21.7M -181,634 Closed
Balyasny Asset Management
343
Balyasny Asset Management
Illinois
– -$16.9M -141,838 Closed
OCM
344
Osterweis Capital Management
California
– -$8.14M -68,090 Closed
FCM
345
FJ Capital Management
Virginia
– -$5.43M -45,433 Closed
Voloridge Investment Management
346
Voloridge Investment Management
Florida
– -$2.95M -24,727 Closed
AIA
347
Alternative Investment Advisors
Florida
– -$2.84M -23,753 Closed
Millennium Management
348
Millennium Management
New York
– -$2.7M -22,584 Closed
SDIC
349
South Dakota Investment Council
South Dakota
– -$2.55M -21,319 Closed
DZ Bank
350
DZ Bank
Germany
– -$2.42M -20,220 Closed