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Palomar

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