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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$1.87K
HNW
327
High Note Wealth
Minnesota
$1.64K -$1.14K -9 -39%
GSWM
328
Golden State Wealth Management
California
$1.52K +$1.65K +13 New
JWA
329
JFS Wealth Advisors
Pennsylvania
$1.4K -$761 -6 -33%
EP
330
Essential Partners
California
$1.17K
HFS
331
Hantz Financial Services
Michigan
$1K +$380 +3 +150%
SIC
332
SJS Investment Consulting
Ohio
$935 -$127 -1 -11%
CT
333
Clearstead Trust
Maine
$934
CJ
334
Caitlin John
Michigan
$934 +$1.01K +8 New
PWMG
335
Private Wealth Management Group
New Jersey
$818
DPW
336
DiNuzzo Private Wealth
Pennsylvania
$739
FFO
337
Fortitude Family Office
Arizona
$701 -$507 -4 -40%
PWMG
338
Prestige Wealth Management Group
New Jersey
$701
AGWCA
339
Annis Gardner Whiting Capital Advisors
Florida
$584 -$254 -2 -29%
HNB
340
Huntington National Bank
Ohio
$584
SS
341
Sunbelt Securities
Texas
$584 +$634 +5 New
TPCW
342
TD Private Client Wealth
New York
$584 +$634 +5 New
MA
343
Montag & Associates
Georgia
$467 +$507 +4 New
TWD
344
True Wealth Design
Ohio
$351 -$127 -1 -25%
LFG
345
Larson Financial Group
Missouri
$350 -$1.14K -9 -75%
DF
346
DecisionPoint Financial
Arizona
$330
AWM
347
Abound Wealth Management
Tennessee
$234
HIA
348
HFM Investment Advisors
New Jersey
$234
RWM
349
Rialto Wealth Management
New York
$117 -$507 -4 -80%
TIM
350
Tortoise Investment Management
New York
$117 -$127 -1 -50%