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Penumbra

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
301
Sheets Smith Wealth Management
North Carolina
$393K +$87.1K +320 +26%
LWAM
302
Legacy Wealth Asset Management
Minnesota
$389K +$1.63K +6 +0.4%
PCP
303
Perbak Capital Partners
United Kingdom
$384K +$407K +1,496 New
Envestnet Portfolio Solutions
304
Envestnet Portfolio Solutions
Illinois
$377K -$148K -542 -27%
CG
305
Cynosure Group
Utah
$377K +$65.9K +242 +20%
BPC
306
Banque Pictet & Cie
Switzerland
$373K -$26.1K -96 -6%
SPIA
307
Steward Partners Investment Advisory
New York
$373K -$10.9K -40 -3%
MC
308
Machina Capital
France
$369K +$391K +1,438 New
MOS
309
MGO One Seven
Ohio
$367K +$125K +458 +47%
P
310
&Partners
Tennessee
$363K +$385K +1,416 New
VA
311
Vident Advisory
Georgia
$363K -$430K -1,580 -53%
SCM
312
Shelton Capital Management
Colorado
$354K
DO
313
denkapparat Operations
Germany
$354K +$375K +1,378 New
SPC
314
Sigma Planning Corp
Michigan
$341K +$361K +1,328 New
MGIA
315
Moneta Group Investment Advisors
Missouri
$338K +$359K +1,318 New
M&T Bank
316
M&T Bank
New York
$330K -$33.8K -124 -9%
ECM
317
Everence Capital Management
Indiana
$328K
FTWA
318
Fifth Third Wealth Advisors
Ohio
$323K +$1.09K +4 +0.3%
EH
319
Equitable Holdings
New York
$318K +$338K +1,240 New
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$310K
ACM
321
Aquatic Capital Management
Illinois
$303K -$1.22M -4,483 -79%
BJL
322
Brighton Jones LLC
Washington
$302K +$320K +1,177 New
XT
323
XTX Topco
Cayman Islands
$297K -$1.99M -7,321 -86%
TC
324
TownSquare Capital
Utah
$292K -$5.22M -19,167 -94%
BCI
325
Brinker Capital Investments
Pennsylvania
$287K -$19.9K -73 -6%