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Penumbra

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
226
Baystate Wealth Management
Massachusetts
$5K
RG
227
Retirement Group
California
$5K
GWS
228
Glassman Wealth Services
Virginia
$5K +$6.19K +39 +1,300%
CA
229
Crewe Advisors
Utah
$5K +$6.35K +40 New
UB
230
UMB Bank
Missouri
$4K -$1.75K -11 -26%
TAIM
231
TD Ameritrade Investment Management
Nebraska
$3K -$317 -2 -8%
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.81K +24 +800%
CFO
233
CVA Family Office
Colorado
$3K +$3.97K +25 New
FPS
234
Fieldpoint Private Securities
Connecticut
$2K -$5.71K -36 -64%
NFSG
235
Newbridge Financial Services Group
Florida
$2K
LC
236
Lindbrook Capital
California
$2K +$1.75K +11 +275%
VVP
237
Venture Visionary Partners
Ohio
$1.74K +$2.22K +14 New
CWP
238
Concord Wealth Partners
Virginia
$1K -$3.02K -19 -73%
IA
239
IFP Advisors
Florida
$1K
Loomis, Sayles & Company
240
Loomis, Sayles & Company
Massachusetts
$1K
QC
241
Quent Capital
New York
$1K
RBC
242
Roble Belko & Company
Pennsylvania
$1K
TWA
243
TCI Wealth Advisors
Arizona
$1K
AF
244
Allworth Financial
California
$1K +$317 +2 +67%
GRP
245
Global Retirement Partners
California
$1K +$476 +3 +150%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$1K +$793 +5 +500%
SFO
247
Standard Family Office
South Dakota
$1K +$1.27K +8 New
RWM
248
Raffa Wealth Management
District of Columbia
$996
Millennium Management
249
Millennium Management
New York
-$36M -226,893 Closed
PA
250
Perceptive Advisors
New York
-$31.9M -143,591 Closed