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Palomar

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
201
Oppenheimer Asset Management
New York
$579K -$73.9K -624 -13%
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$558K -$121K -1,024 -20%
SI
203
Severin Investments
Missouri
$550K +$476K +4,014 New
Truist Financial
204
Truist Financial
North Carolina
$548K -$132K -1,116 -22%
HSBC Holdings
205
HSBC Holdings
United Kingdom
$537K -$532K -4,488 -53%
MOACM
206
Mutual of America Capital Management
New York
$530K -$17.2K -145 -4%
SWP
207
Significant Wealth Partners
Illinois
$525K +$61.3K +517 +16%
MWPCG
208
Measured Wealth Private Client Group
New Hampshire
$459K +$397K +3,348 New
Mariner
209
Mariner
Kansas
$453K +$63.6K +537 +19%
DFCM
210
Dark Forest Capital Management
Puerto Rico
$447K +$386K +3,260 New
CMF
211
Counterpoint Mutual Funds
California
$441K +$381K +3,214 New
FCM
212
Fieldview Capital Management
Michigan
$416K +$360K +3,036 New
A
213
AlphaQuest
New York
$409K -$57.8K -488 -14%
Royal Bank of Canada
214
Royal Bank of Canada
Ontario, Canada
$406K +$115K +974 +49%
DWM
215
Dakota Wealth Management
Florida
$406K -$12.9K -109 -4%
CIM
216
Contravisory Investment Management
Massachusetts
$404K -$6.99K -59 -2%
Lido Advisors
217
Lido Advisors
California
$394K -$9.12K -77 -3%
AIP
218
Ameritas Investment Partners
Nebraska
$369K
AA
219
ALPS Advisors
Colorado
$367K -$127K -1,071 -29%
CC
220
Centiva Capital
New York
$367K -$42.1K -355 -12%
PP
221
PDT Partners
New York
$366K -$373K -3,145 -54%
AI
222
Atria Investments
North Carolina
$362K -$27K -228 -8%
HWM
223
Hohimer Wealth Management
Washington
$359K +$11.7K +99 +4%
JFG
224
Jefferies Financial Group
New York
$350K +$303K +2,555 New
TC
225
TownSquare Capital
Utah
$350K +$303K +2,555 New