We are live on ! Find out more
PFSI icon

PennyMac Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Larson Financial Group
226
Larson Financial Group
Missouri
$8.31K – – –
SWP
227
Strategic Wealth Partners
Ohio
$6.99K – – –
JWA
228
JFS Wealth Advisors
Pennsylvania
$6.46K +$1.78K +14 +40%
RIL
229
Rothschild Investment LLC
Illinois
$5.8K +$1.15K +9 +26%
MAI Capital Management
230
MAI Capital Management
Ohio
$5.8K +$5.61K +44 New
KG
231
Kilter Group
New York
$5.27K +$3.95K +31 +344%
Blue Trust Inc
232
Blue Trust Inc
Georgia
$4.09K +$510 +4 +15%
KFAS
233
Keating Financial Advisory Services
Kansas
$3.96K +$3.82K +30 New
Farther Finance Advisors
234
Farther Finance Advisors
California
$3.82K +$764 +6 +26%
BIA
235
Bell Investment Advisors
California
$3.69K – – –
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$3.56K – – –
Steward Partners Investment Advisory
237
Steward Partners Investment Advisory
New York
$2.64K – – –
PWA
238
Physician Wealth Advisors
Utah
$2.24K +$892 +7 +70%
FFO
239
Fortitude Family Office
Arizona
$1.98K +$127 +1 +7%
BFS
240
Bare Financial Services
Pennsylvania
$1.98K +$637 +5 +50%
Arax Advisory Partners
241
Arax Advisory Partners
Colorado
$1.85K -$5.35K -42 -75%
IAS
242
IMA Advisory Services
Colorado
$1.84K +$1.78K +14 New
DPW
243
DiNuzzo Private Wealth
Pennsylvania
$1.71K +$127 +1 +8%
RWM
244
Rialto Wealth Management
New York
$1.58K +$127 +1 +9%
IFP Advisors
245
IFP Advisors
Florida
$1.58K -$1.53K -12 -50%
TWD
246
True Wealth Design
Ohio
$1.52K -$127 -1 -8%
MassMutual Private Wealth & Trust
247
MassMutual Private Wealth & Trust
Connecticut
$1.45K +$1.4K +11 New
HFS
248
Hughes Financial Services
Virginia
$1.32K – – –
GFA
249
Godfrey Financial Associates
New York
$1.32K +$1.27K +10 New
RWS
250
Retirement Wealth Solutions
Wisconsin
$1.19K +$255 +2 +29%