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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
SS
326
Sunbelt Securities
Texas
$598
TPCW
327
TD Private Client Wealth
New York
$598
CFM
328
Cornerstone Financial Management
Massachusetts
$598 +$624 +5 New
SIS
329
Sound Income Strategies
Florida
$583 -$998 -8 -62%
GWM
330
Gilpin Wealth Management
Colorado
$478 +$250 +2 +100%
DF
331
DecisionPoint Financial
Arizona
$359
TWD
332
True Wealth Design
Ohio
$359
TC
333
Trust Company
Kansas
$359
BHWM
334
Bay Harbor Wealth Management
Maryland
$358 +$250 +2 +200%
AWM
335
Abound Wealth Management
Tennessee
$239
HIA
336
HFM Investment Advisors
New Jersey
$239
WA
337
WPG Advisers
Maryland
$239
VWM
338
Vermillion Wealth Management
Minnesota
$239 +$250 +2 New
RWM
339
Rialto Wealth Management
New York
$120 -$125 -1 -50%
TFM
340
TFC Financial Management
Massachusetts
$120
CW
341
Curio Wealth
Maryland
$120 +$125 +1 New
GIA
342
GHP Investment Advisors
Colorado
$120 +$125 +1 New
SHIM
343
Stone House Investment Management
Pennsylvania
$120 +$125 +1 New
RS
344
Robeco Schweiz
Switzerland
-$4.38M -32,500 Closed
TI
345
Trexquant Investment
Connecticut
-$3.52M -26,098 Closed
Calamos Advisors
346
Calamos Advisors
Illinois
-$2.34M -17,396 Closed
ACM
347
Aubrey Capital Management
United Kingdom
-$2.32M -17,200 Closed
ECM
348
ExodusPoint Capital Management
New York
-$1.5M -11,135 Closed
IQI
349
Integrated Quantitative Investments
Washington
-$1.42M -10,527 Closed
DAS
350
Diversify Advisory Services
Utah
-$1.12M -8,754 Closed