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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$3.55K +$774 +5 +28%
HNW
352
High Note Wealth
Minnesota
$3.55K +$3.56K +23 New
BWL
353
Bogart Wealth LLC
Virginia
$3.08K – – –
SPIA
354
Steward Partners Investment Advisory
New York
$3.08K +$310 +2 +11%
JWA
355
JFS Wealth Advisors
Pennsylvania
$2.78K +$929 +6 +50%
PSFG
356
Park Square Financial Group
Georgia
$2.78K +$2.79K +18 New
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$2.47K -$155 -1 -6%
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$2.47K +$2.48K +16 New
OP
359
ORG Partners
Indiana
$2.38K +$2.48K +16 New
MSFP
360
Mark Sheptoff Financial Planning
Connecticut
$2.31K +$2.32K +15 New
WSFS
361
Wilmington Savings Fund Society
Delaware
$2K +$2.01K +13 New
PMAM
362
Picton Mahoney Asset Management
Ontario, Canada
$2K – – –
LFG
363
Larson Financial Group
Missouri
$1.85K +$1.24K +8 +200%
BCMLT
364
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.7K – – –
EP
365
Essential Partners
California
$1.54K +$1.55K +10 New
FFO
366
Fortitude Family Office
Arizona
$1.54K +$1.55K +10 New
FHA
367
First Horizon Advisors
Tennessee
$1.54K +$1.55K +10 New
SIC
368
SJS Investment Consulting
Ohio
$1.39K +$774 +5 +125%
BFS
369
Bare Financial Services
Pennsylvania
$1.23K +$1.24K +8 New
CT
370
Clearstead Trust
Maine
$1.23K +$1.24K +8 New
PWMG
371
Private Wealth Management Group
New Jersey
$1.08K – – –
AGWCA
372
Annis Gardner Whiting Capital Advisors
Florida
$1.08K +$1.08K +7 New
DPW
373
DiNuzzo Private Wealth
Pennsylvania
$926 – – –
PWMG
374
Prestige Wealth Management Group
New Jersey
$926 – – –
RWM
375
Rialto Wealth Management
New York
$772 +$155 +1 +25%