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Penske Automotive Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWC
351
Spectrum Wealth Counsel
Indiana
$1.13K +$1.07K +7 New
CAL
352
Capital Advisors Ltd
Ohio
$1K – – –
TFA
353
Transamerica Financial Advisors
Florida
$1K – – –
AF
354
Advisornet Financial
Minnesota
$648 -$3.05K -20 -83%
FSWA
355
Financial Synergies Wealth Advisors
Texas
$648 +$611 +4 New
TWP
356
TFO Wealth Partners
Ohio
$486 – – –
TWD
357
True Wealth Design
Ohio
$486 +$305 +2 +200%
Huntington National Bank
358
Huntington National Bank
Ohio
$324 – – –
JFGIW
359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$324 – – –
VCM
360
Versant Capital Management
Arizona
$324 – – –
FGAM
361
Financial Gravity Asset Management
Texas
$261 +$153 +1 +100%
TFM
362
TFC Financial Management
Massachusetts
$162 +$153 +1 New
MPM
363
Meritage Portfolio Management
Kansas
– -$10.8M -67,149 Closed
PRS
364
Pinkerton Retirement Specialists
Idaho
– -$3.34M -20,833 Closed
Algert Global
365
Algert Global
California
– -$3.25M -20,253 Closed
DTL
366
Dynamic Technology Lab
Singapore
– -$1.82M -11,358 Closed
RIM
367
Redwood Investment Management
Arizona
– -$1.41M -8,794 Closed
MWM
368
MorganRosel Wealth Management
Colorado
– -$1.04M -6,486 Closed
XTX Topco
369
XTX Topco
Cayman Islands
– -$1M -6,241 Closed
Centiva Capital
370
Centiva Capital
New York
– -$958K -5,966 Closed
Scotia Capital
371
Scotia Capital
Ontario, Canada
– -$773K -4,815 Closed
PMEF
372
Point72 Middle East FZE
United Arab Emirates
– -$600K -3,738 Closed
I
373
InceptionR
California
– -$562K -3,500 Closed
CFG
374
Cooper Financial Group
California
– -$486K -3,030 Closed
KI
375
Kapitalo Investimentos
Brazil
– -$484K -3,018 Closed