We are live on ! Find out more
PLMR icon

Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
RA
326
Rise Advisors
New York
$11.3K – – –
BTI
327
Blue Trust Inc
Georgia
$10.5K -$8.21K -53 -44%
RFS
328
Richardson Financial Services
Massachusetts
$10.4K – – –
HBW
329
Hazlett, Burt & Watson
West Virginia
$10K +$10.1K +65 New
SCM
330
Sterling Capital Management
North Carolina
$9.87K +$5.73K +37 +137%
WA
331
WPG Advisers
Maryland
$9.41K +$9.45K +61 New
KFP
332
Keener Financial Planning
Texas
$9K – – –
NFSG
333
Newbridge Financial Services Group
Florida
$8.88K +$8.98K +58 New
RIL
334
Rothschild Investment LLC
Illinois
$8.48K +$774 +5 +10%
ACM
335
Accent Capital Management
Ohio
$8.33K +$8.36K +54 New
PA
336
Parallel Advisors
California
$8.02K -$18.3K -118 -69%
MCM
337
MAI Capital Management
Ohio
$7.87K +$7.9K +51 New
HIM
338
Hillsdale Investment Management
Ontario, Canada
$7.71K -$1.55K -10 -17%
PFBT
339
Parkside Financial Bank & Trust
Missouri
$7.71K +$619 +4 +9%
AssetMark Inc
340
AssetMark Inc
California
$7.4K +$5.11K +33 +220%
ME
341
McIlrath & Eck
Washington
$7.25K – – –
PTC
342
Private Trust Company
Ohio
$7.1K +$7.12K +46 New
LI
343
LRI Investments
Florida
$7.08K -$2.17K -14 -23%
PAI
344
Pittenger & Anderson Inc
Nebraska
$6.17K +$6.19K +40 New
HWM
345
Hemington Wealth Management
Virginia
$6K +$2.01K +13 +45%
GWM
346
Geneos Wealth Management
Colorado
$4.94K +$4.96K +32 New
RAM
347
Riggs Asset Management
Pennsylvania
$4.78K +$4.8K +31 New
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$4.63K +$1.86K +12 +67%
VWWMG
349
Vermillion & White Wealth Management Group
Pennsylvania
$4.32K -$1.7K -11 -28%
VCM
350
Versant Capital Management
Arizona
$3.7K – – –