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PennyMac Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
Inspire Advisors
Idaho
$20K +$17.8K +300 New
PP
227
Pacifica Partners
Canada
$17K +$14.9K +250 New
PFBT
228
Parkside Financial Bank & Trust
Missouri
$16K -$5.59K -94 -28%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$15K +$13.6K +229 New
VCM
230
Versant Capital Management
Arizona
$8K – – –
HWM
231
HighMark Wealth Management
Minnesota
$7K – – –
WB
232
Webster Bank
Connecticut
$7K – – –
TFM
233
TFC Financial Management
Massachusetts
$6K +$2.2K +37 +77%
CFGS
234
Concourse Financial Group Securities
Alabama
$6K +$5K +84 New
Sowell Financial Services
235
Sowell Financial Services
Arkansas
$5K – – –
TCI Wealth Advisors
236
TCI Wealth Advisors
Arizona
$5K – – –
OIA
237
Optimum Investment Advisors
Illinois
$4K – – –
Advisory Services Network
238
Advisory Services Network
Georgia
$2K – – –
ADIM
239
Alpha DNA Investment Management
Maryland
$2K +$2.56K +43 New
AssetMark Inc
240
AssetMark Inc
California
$1K -$238 -4 -27%
First Horizon Advisors
241
First Horizon Advisors
Tennessee
$1K +$1.31K +22 New
PWPS
242
Pinnacle Wealth Planning Services
Ohio
$1K +$1.31K +22 New
BCA
243
Berman Capital Advisors
Georgia
$1K +$1.37K +23 New
CGM
244
Capital Growth Management
Massachusetts
– -$17.7M -305,000 Closed
SCM
245
SG Capital Management
Illinois
– -$6.54M -112,470 Closed
Voloridge Investment Management
246
Voloridge Investment Management
Florida
– -$5.81M -100,038 Closed
FP
247
Foundry Partners
Minnesota
– -$5.68M -97,671 Closed
Wellington Management Group
248
Wellington Management Group
Massachusetts
– -$4.96M -85,425 Closed
Emerald Mutual Fund Advisers Trust
249
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$4.31M -74,190 Closed
MPAM
250
Monarch Partners Asset Management
Massachusetts
– -$4.05M -69,726 Closed