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PennyMac Financial

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$12.5K -$14.8K -170 -54%
IWC
177
Integrated Wealth Concepts
Massachusetts
$12.5K +$12.4K +143 New
PWAM
178
Private Wealth Asset Management
Iowa
$12.2K
GI
179
GAMMA Investing
California
$9.23K +$1.56K +18 +20%
PWPS
180
Pinnacle Wealth Planning Services
Ohio
$9.15K
RIL
181
Rothschild Investment LLC
Illinois
$8.28K -$1.83K -21 -18%
Bessemer Group
182
Bessemer Group
New Jersey
$7K -$1.74K -20 -21%
SS
183
SBI Securities
Japan
$6.97K
TM
184
Torren Management
California
$6.95K
AAS
185
Ameritas Advisory Services
Nebraska
$6.53K +$6.52K +75 New
FFA
186
Farther Finance Advisors
California
$6.53K +$4.09K +47 +168%
KG
187
Kilter Group
New York
$6.1K +$435 +5 +8%
SWP
188
Strategic Wealth Partners
Ohio
$4.62K
JWA
189
JFS Wealth Advisors
Pennsylvania
$4.44K +$261 +3 +6%
EP
190
Essential Partners
California
$4.01K -$3.31K -38 -45%
CFO
191
CVA Family Office
Colorado
$3.75K +$522 +6 +16%
ZBNA
192
Zions Bancorporation, National Association
Utah
$3.75K +$1.65K +19 +79%
TWD
193
True Wealth Design
Ohio
$3.66K +$3.65K +42 New
FFO
194
Fortitude Family Office
Arizona
$2.96K
LFG
195
Larson Financial Group
Missouri
$2.87K +$435 +5 +18%
BIA
196
Bell Investment Advisors
California
$2.44K +$522 +6 +27%
APFP
197
Action Point Financial Planning
Michigan
$2.44K +$2.61K +30 New
BTI
198
Blue Trust Inc
Georgia
$2.35K
PA
199
Parallel Advisors
California
$2.09K -$6.7K -77 -76%
QL
200
Quarry LP
New York
$2.09K +$1.3K +15 +167%