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Penumbra

Name Holding Trade Value Shares
Change
Change in
Stake
PI
226
PineBridge Investments
New York
$809K -$3.08M -11,401 -79%
Stifel Financial
227
Stifel Financial
Missouri
$805K +$1.08K +4 +0.1%
RG
228
Rathbones Group
United Kingdom
$802K
YMRC
229
Yorktown Management & Research Company
Virginia
$802K
VA
230
Vident Advisory
Georgia
$801K +$568K +2,101 +235%
Neuberger Berman Group
231
Neuberger Berman Group
New York
$792K -$2.1M -7,777 -72%
SAM
232
Securian Asset Management
Minnesota
$776K
DTL
233
Dynamic Technology Lab
Singapore
$775K -$173K -640 -18%
SSIM
234
Sheets Smith Investment Management
Texas
$773K +$781K +2,889 New
AFM
235
Abbot Financial Management
Massachusetts
$766K
CGH
236
Crossmark Global Holdings
Texas
$761K +$89.3K +330 +13%
PCM
237
Prelude Capital Management
New York
$759K -$193K -712 -20%
Allianz Asset Management
238
Allianz Asset Management
Germany
$749K -$1.43M -5,282 -65%
QCG
239
Quadrant Capital Group
Ohio
$746K +$584K +2,158 +341%
Cetera Investment Advisers
240
Cetera Investment Advisers
Illinois
$737K +$270K +1,000 +57%
DWM
241
Diversify Wealth Management
Utah
$733K +$222K +822 +50%
BAM
242
Belpointe Asset Management
Nevada
$732K +$740K +2,736 New
FCA
243
Fortis Capital Advisors
Kansas
$732K +$740K +2,736 New
VI
244
Vestcor Inc
New Brunswick, Canada
$730K +$738K +2,730 New
Creative Planning
245
Creative Planning
Kansas
$718K +$191K +707 +36%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$700K +$89.5K +331 +14%
LWCFA
247
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$677K
USAA
248
United Services Automobile Association
Texas
$656K +$663K +2,452 New
GC
249
Guggenheim Capital
Illinois
$655K +$6.22K +23 +0.9%
CUAMC
250
China Universal Asset Management Company
China
$646K