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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$2.1K +$254 +2 +13%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$1.87K – – –
HNW
328
High Note Wealth
Minnesota
$1.64K -$1.14K -9 -39%
GSWM
329
Golden State Wealth Management
California
$1.52K +$1.65K +13 New
JWA
330
JFS Wealth Advisors
Pennsylvania
$1.4K -$761 -6 -33%
EP
331
Essential Partners
California
$1.17K – – –
HFS
332
Hantz Financial Services
Michigan
$1K +$380 +3 +150%
SIC
333
SJS Investment Consulting
Ohio
$935 -$127 -1 -11%
CT
334
Clearstead Trust
Maine
$934 – – –
CJ
335
Caitlin John
Michigan
$934 +$1.01K +8 New
PWMG
336
Private Wealth Management Group
New Jersey
$818 – – –
DPW
337
DiNuzzo Private Wealth
Pennsylvania
$739 – – –
FFO
338
Fortitude Family Office
Arizona
$701 -$507 -4 -40%
PWMG
339
Prestige Wealth Management Group
New Jersey
$701 – – –
AGWCA
340
Annis Gardner Whiting Capital Advisors
Florida
$584 -$254 -2 -29%
HNB
341
Huntington National Bank
Ohio
$584 – – –
SS
342
Sunbelt Securities
Texas
$584 +$634 +5 New
TPCW
343
TD Private Client Wealth
New York
$584 +$634 +5 New
MA
344
Montag & Associates
Georgia
$467 +$507 +4 New
TWD
345
True Wealth Design
Ohio
$351 -$127 -1 -25%
LFG
346
Larson Financial Group
Missouri
$350 -$1.14K -9 -75%
DF
347
DecisionPoint Financial
Arizona
$330 – – –
AWM
348
Abound Wealth Management
Tennessee
$234 – – –
HIA
349
HFM Investment Advisors
New Jersey
$234 – – –
RWM
350
Rialto Wealth Management
New York
$117 -$507 -4 -80%