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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
401
Lido Advisors
California
– -$394K -2,876 Closed
HWM
402
Hohimer Wealth Management
Washington
– -$359K -2,617 Closed
JFG
403
Jefferies Financial Group
New York
– -$350K -2,555 Closed
TC
404
TownSquare Capital
Utah
– -$350K -2,555 Closed
PAS
405
Point72 Asia (Singapore)
Singapore
– -$275K -2,009 Closed
IC
406
IEQ Capital
California
– -$243K -1,772 Closed
USAA
407
United Services Automobile Association
Texas
– -$223K -1,629 Closed
JG
408
Jain Global
New York
– -$206K -1,502 Closed
LCM
409
Landscape Capital Management
New Jersey
– -$205K -1,496 Closed
GC
410
Guggenheim Capital
Illinois
– -$204K -1,488 Closed
CCM
411
Coldstream Capital Management
Washington
– -$16K -117 Closed
MG
412
Mather Group
Illinois
– -$6.17K -45 Closed
SW
413
SVB Wealth
Massachusetts
– -$3.02K -22 Closed
TPCW
414
TD Private Client Wealth
New York
– -$2.74K -20 Closed
CFD
415
Creative Financial Designs
Indiana
– -$1.78K -13 Closed
SC
416
Stephens Consulting
Michigan
– -$1.37K -10 Closed
CA
417
CoreCap Advisors
Michigan
– -$1.23K -9 Closed
GFPC
418
Global Financial Private Client
Florida
– -$685 -5 Closed
SFGP
419
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$137 -1 Closed
HFS
420
Hantz Financial Services
Michigan
– +$310 +2 New