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Palomar
PLMR
PLMR
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAAS
201
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$7K | -78 | Closed |
|
|
FWM
202
Focused Wealth Management
Newburgh,
New York
| – | -$4K | -40 | Closed |
|
|
GAM
203
Gemmer Asset Management
Walnut Creek,
California
| – | -$2K | -23 | Closed |
|
|
APA
204
American Portfolios Advisors
Holbrook,
New York
| – | -$1.78K | -20 | Closed |
|
|
CWP
205
Concord Wealth Partners
Abingdon,
Virginia
| – | -$1K | -16 | Closed |
|
|
IFAM
206
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$1K | -15 | Closed |
|
207
Rockefeller Capital Management
New York
| – | -$1.17K | -13 | -72% |
|
|
BC
208
Bartlett & Co
Cincinnati,
Ohio
| – | -$1K | -10 | Closed |
|
|
BCWM
209
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$888 | -10 | Closed |
|
|
PWPS
210
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$1K | -9 | Closed |
|
|
MWP
211
Meridian Wealth Partners
Exton,
Pennsylvania
| – | +$449 | +5 | New |
|