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Penske Automotive Group

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
201
Brown Advisory
Maryland
$441K -$89K -583 -18%
SW
202
SkyOak Wealth
Michigan
$431K +$16.9K +111 +4%
Vanguard Personalized Indexing Management
203
Vanguard Personalized Indexing Management
California
$428K -$199K -1,304 -33%
BPA
204
Beacon Pointe Advisors
California
$400K -$1.68K -11 -0.4%
HW
205
Hancock Whitney
Mississippi
$398K -$8.69M -56,921 -96%
Mariner
206
Mariner
Kansas
$396K +$64K +419 +21%
PTC
207
Petrus Trust Company
Texas
$393K +$370K +2,426 New
IPW
208
Invictus Private Wealth
Colorado
$393K -$13.7K -90 -4%
Pictet Asset Management
209
Pictet Asset Management
Switzerland
$393K +$20.8K +136 +6%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$391K -$54.7K -358 -13%
ATC
211
Argent Trust Co
Tennessee
$389K
RJFSA
212
Raymond James Financial Services Advisors
Florida
$382K -$116K -758 -24%
Federated Hermes
213
Federated Hermes
Pennsylvania
$380K +$36.2K +237 +11%
Stifel Financial
214
Stifel Financial
Missouri
$377K -$699K -4,580 -66%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$375K +$18K +118 +5%
ClearBridge Investments
216
ClearBridge Investments
New York
$373K
Bank of Nova Scotia
217
Bank of Nova Scotia
Ontario, Canada
$368K -$55.6K -364 -14%
FFM
218
Forum Financial Management
Illinois
$368K -$12.4K -81 -3%
VF
219
Virtu Financial
New York
$366K -$206K -1,348 -37%
CC
220
Courier Capital
New York
$366K
DA
221
Duality Advisers
Florida
$364K +$7.63K +50 +2%
WANY
222
Wealthspire Advisors (New York)
New York
$361K -$7.33K -48 -2%
M&T Bank
223
M&T Bank
New York
$361K -$86.3K -565 -20%
OQS
224
Occudo Quantitative Strategies
Florida
$352K -$3.74M -24,502 -92%
TSS
225
Two Sigma Securities
New York
$344K -$204K -1,333 -39%