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Penske Automotive Group

Name Holding Trade Value Shares
Change
Change in
Stake
EP
301
Essential Partners
California
$33.8K -$48.5K -290 -61%
IAIM
302
International Assets Investment Management
Florida
$31.7K – – –
SIC
303
Salem Investment Counselors
North Carolina
$28.3K – – –
CFO
304
CVA Family Office
Colorado
$27.2K +$1K +6 +4%
BNP Paribas Asset Management
305
BNP Paribas Asset Management
France
$26.7K +$13.2K +79 +113%
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$22K +$4.51K +27 +28%
ACM
307
Aquatic Capital Management
Illinois
$21.3K -$1.72M -10,295 -99%
DMBA
308
Deseret Mutual Benefit Administrators
Utah
$20.8K – – –
PCTC
309
Perkins Coie Trust Company
Washington
$20K – – –
CA
310
Clearstead Advisors
Ohio
$19K +$2.67K +16 +18%
NFSG
311
Newbridge Financial Services Group
Florida
$18.5K – – –
BIM
312
Bullseye Investment Management
Ohio
$17.9K – – –
MSFP
313
Mark Sheptoff Financial Planning
Connecticut
$17.9K – – –
CIA
314
Cape Investment Advisory
Georgia
$17.9K +$16.7K +100 New
RDFA
315
Ritter Daniher Financial Advisory
Ohio
$17.9K +$16.7K +100 New
BWA
316
Basecamp Wealth Advisors
Washington
$17.4K – – –
MG
317
Mather Group
Illinois
$15.8K – – –
AssetMark Inc
318
AssetMark Inc
California
$15.6K -$501 -3 -3%
GWM
319
Geneos Wealth Management
Colorado
$15.4K – – –
RF
320
Roxbury Financial
New Jersey
$15.3K – – –
OCWP
321
Owl Creek Wealth Partners
Colorado
$15.2K – – –
PTC
322
Private Trust Company
Ohio
$14.3K – – –
TPCW
323
TD Private Client Wealth
New York
$13.1K +$4.01K +24 +49%
PWA
324
Physician Wealth Advisors
Utah
$12.7K – – –
PWAM
325
Private Wealth Asset Management
Iowa
$12.7K – – –