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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
376
True Wealth Design
Ohio
$617 +$155 +1 +33%
PWA
377
Physician Wealth Advisors
Utah
$617 +$619 +4 New
DF
378
DecisionPoint Financial
Arizona
$447 +$465 +3 New
AWM
379
Abound Wealth Management
Tennessee
$309
DRP
380
Decker Retirement Planning
Utah
$309 +$310 +2 New
TIM
381
Tortoise Investment Management
New York
$309 +$310 +2 New
HIA
382
HFM Investment Advisors
New Jersey
$308 +$155 +1 +100%
BHWM
383
Bay Harbor Wealth Management
Maryland
$308 +$310 +2 New
TFM
384
TFC Financial Management
Massachusetts
$155
PWM
385
Parkworth Wealth Management
California
$154
Point72 Asset Management
386
Point72 Asset Management
Connecticut
-$22.1M -160,976 Closed
Balyasny Asset Management
387
Balyasny Asset Management
Illinois
-$8.8M -64,162 Closed
LCG
388
Lisanti Capital Growth
New York
-$7.93M -57,870 Closed
LIP
389
Lighthouse Investment Partners
Florida
-$2.29M -16,708 Closed
SSA
390
Schonfeld Strategic Advisors
New York
-$1.88M -13,709 Closed
CF
391
Corebridge Financial
Texas
-$1.86M -13,591 Closed
N
392
Numerai
California
-$1.34M -9,739 Closed
PCM
393
Penserra Capital Management
California
-$1.33M -9,683 Closed
CAS
394
Coppell Advisory Solutions
Texas
-$1.64M -8,787 Closed
SWM
395
Spire Wealth Management
Virginia
-$916K -6,682 Closed
GCM
396
Graham Capital Management
Connecticut
-$836K -6,101 Closed
KCM
397
Kennedy Capital Management
Missouri
-$793K -5,787 Closed
FRM
398
Fox Run Management
Connecticut
-$666K -4,862 Closed
DFCM
399
Dark Forest Capital Management
Puerto Rico
-$447K -3,260 Closed
Lido Advisors
400
Lido Advisors
California
-$394K -2,876 Closed