We are live on ! Find out more
PLMR icon

Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
351
High Note Wealth
Minnesota
$3.55K +$3.56K +23 New
BWL
352
Bogart Wealth LLC
Virginia
$3.08K
SPIA
353
Steward Partners Investment Advisory
New York
$3.08K +$310 +2 +11%
JWA
354
JFS Wealth Advisors
Pennsylvania
$2.78K +$929 +6 +50%
PSFG
355
Park Square Financial Group
Georgia
$2.78K +$2.79K +18 New
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$2.47K -$155 -1 -6%
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$2.47K +$2.48K +16 New
OP
358
ORG Partners
Indiana
$2.38K +$2.48K +16 New
MSFP
359
Mark Sheptoff Financial Planning
Connecticut
$2.31K +$2.32K +15 New
WSFS
360
Wilmington Savings Fund Society
Delaware
$2K +$2.01K +13 New
PMAM
361
Picton Mahoney Asset Management
Ontario, Canada
$2K
LFG
362
Larson Financial Group
Missouri
$1.85K +$1.24K +8 +200%
BCMLT
363
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.7K
EP
364
Essential Partners
California
$1.54K +$1.55K +10 New
FFO
365
Fortitude Family Office
Arizona
$1.54K +$1.55K +10 New
FHA
366
First Horizon Advisors
Tennessee
$1.54K +$1.55K +10 New
SIC
367
SJS Investment Consulting
Ohio
$1.39K +$774 +5 +125%
BFS
368
Bare Financial Services
Pennsylvania
$1.23K +$1.24K +8 New
CT
369
Clearstead Trust
Maine
$1.23K +$1.24K +8 New
PWMG
370
Private Wealth Management Group
New Jersey
$1.08K
AGWCA
371
Annis Gardner Whiting Capital Advisors
Florida
$1.08K +$1.08K +7 New
DPW
372
DiNuzzo Private Wealth
Pennsylvania
$926
PWMG
373
Prestige Wealth Management Group
New Jersey
$926
RWM
374
Rialto Wealth Management
New York
$772 +$155 +1 +25%
HNB
375
Huntington National Bank
Ohio
$771