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Penske Automotive Group

Name Holding Trade Value Shares
Change
Change in
Stake
GI
276
GAMMA Investing
California
$50.7K -$5.7K -36 -10%
UB
277
UMB Bank
Missouri
$49.6K -$24.7K -156 -32%
3FI
278
3 Factor Indexing
California
$48.6K +$51.5K +325 New
EWA
279
EverSource Wealth Advisors
Alabama
$47.4K -$77.4K -489 -61%
GIA
280
GHP Investment Advisors
Colorado
$41.3K
WTC
281
WhitTier Trust Company
Nevada
$39.1K -$106K -671 -72%
Nomura Asset Management
282
Nomura Asset Management
Japan
$38.9K
B
283
Birchbrook
Maine
$31.5K +$5.7K +36 +21%
AS
284
Altshuler Shaham
Israel
$30.4K +$8.71K +55 +37%
SIS
285
Sound Income Strategies
Florida
$29.8K
RFP
286
Root Financial Partners
California
$28K -$950 -6 -3%
IAIM
287
International Assets Investment Management
Florida
$26.7K -$1.27K -8 -4%
SIC
288
Salem Investment Counselors
North Carolina
$23.6K +$25K +158 New
PFBT
289
Parkside Financial Bank & Trust
Missouri
$23.3K +$3.96K +25 +19%
CFO
290
CVA Family Office
Colorado
$21.8K +$13.8K +87 +147%
DMBA
291
Deseret Mutual Benefit Administrators
Utah
$17.3K +$6.18K +39 +51%
MSFP
292
Mark Sheptoff Financial Planning
Connecticut
$16.9K
PCTC
293
Perkins Coie Trust Company
Washington
$16.7K
MTC
294
Matrix Trust Company
Colorado
$16K +$633 +4 +4%
ASN
295
Advisory Services Network
Georgia
$15.4K +$16.3K +103 New
NFSG
296
Newbridge Financial Services Group
Florida
$15.4K +$158 +1 +1%
VCM
297
Versant Capital Management
Arizona
$15K -$18.1K -114 -53%
BWA
298
Basecamp Wealth Advisors
Washington
$14.5K -$9.98K -63 -39%
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$14.4K +$4.12K +26 +37%
CA
300
Clearstead Advisors
Ohio
$13.5K -$11.7K -74 -45%