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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
201
Crestwood Advisors Group
Massachusetts
$314K -$288K -2,449 -50%
ET
202
Entropy Technologies
New York
$311K +$290K +2,460 New
BEI
203
Benjamin Edwards Inc
Missouri
$310K +$289K +2,452 New
BPA
204
Beacon Pointe Advisors
California
$307K +$45.4K +386 +19%
AIP
205
Ameritas Investment Partners
Nebraska
$305K +$24.6K +209 +9%
AC
206
AXQ Capital
New Jersey
$302K +$281K +2,388 New
Vanguard Personalized Indexing Management
207
Vanguard Personalized Indexing Management
California
$300K +$48.2K +409 +21%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$299K
KV
209
Kickstand Ventures
New York
$295K
AHL
210
Abel Hall LLC
Louisiana
$292K +$272K +2,314 New
BAM
211
Blueshift Asset Management
New Jersey
$285K +$266K +2,257 New
Neuberger Berman Group
212
Neuberger Berman Group
New York
$273K +$13.1K +111 +5%
FWA
213
Fulcrum Wealth Advisors
Washington
$270K +$252K +2,138 New
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$260K -$112K -948 -32%
Ensign Peak Advisors
215
Ensign Peak Advisors
Utah
$259K +$147K +1,250 +156%
OWA
216
Outlook Wealth Advisors
Texas
$255K +$1.77K +15 +0.7%
AAM
217
Advisors Asset Management
Colorado
$255K -$1.21M -10,311 -84%
ECM
218
Evergreen Capital Management
Washington
$254K -$6.59K -56 -3%
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$253K +$219K +1,861 New
Robeco Institutional Asset Management
220
Robeco Institutional Asset Management
Netherlands
$253K
SAI
221
Systematic Alpha Investments
New Jersey
$253K
VI
222
Vestcor Inc
New Brunswick, Canada
$248K
MWM
223
Mindset Wealth Management
Indiana
$245K -$15.4K -131 -6%
GC
224
Globeflex Capital
California
$241K
SWP
225
Significant Wealth Partners
Illinois
$231K +$8.01K +68 +4%