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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
151
Mutual of America Capital Management
New York
$240K +$6.56K +78 +3%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$232K +$221K +2,624 New
PA
153
Profund Advisors
Maryland
$223K +$212K +2,515 New
MSL
154
Mackay Shields LLC
New York
$222K +$210K +2,500 New
WF
155
Welch & Forbes
Massachusetts
$222K +$210K +2,500 New
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$210K
OC
157
Oppenheimer & Co
New York
$202K +$12K +143 +7%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$191K +$36.8K +438 +26%
LSA
159
Leonteq Securities AG
Switzerland
$173K +$164K +1,944 New
AIP
160
Ameritas Investment Partners
Nebraska
$151K
US Bancorp
161
US Bancorp
Minnesota
$149K +$16.5K +196 +13%
PA
162
Parallel Advisors
California
$138K -$366K -4,355 -74%
CIM
163
Contravisory Investment Management
Massachusetts
$121K +$114K +1,358 New
TRCT
164
Tower Research Capital (TRC)
New York
$69K -$3.39M -40,339 -98%
AP
165
Atwood & Palmer
Missouri
$62K +$16.8K +200 +40%
VCG
166
Vantage Consulting Group
Virginia
$61K +$57.4K +682 New
FTDI
167
First Trust Direct Indexing
Massachusetts
$55K +$51.8K +616 New
DSC
168
Duncker Streett & Co
Missouri
$44K
UMC
169
United Maritime Capital
New York
$28K +$26.9K +320 New
PAM
170
Panagora Asset Management
Massachusetts
$26K
Osaic Holdings
171
Osaic Holdings
Arizona
$18K -$41.1K -489 -70%
AIM
172
Anchor Investment Management
South Carolina
$13.6K
S
173
SignatureFD
Georgia
$8K
CAAS
174
Capital Asset Advisory Services
Michigan
$7K +$6.56K +78 New
SWA
175
Sutton Wealth Advisors
Florida
$5.6K -$9.84K -117 -65%