We are live on ! Find out more
PFSI icon

PennyMac Financial

Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
201
Keating Financial Advisory Services
Kansas
$2K +$174 +2 +10%
IAS
202
IMA Advisory Services
Colorado
$1.83K +$609 +7 +50%
JWM
203
JPL Wealth Management
Colorado
$1.74K
SPIA
204
Steward Partners Investment Advisory
New York
$1.74K
MNA
205
Manning & Napier Advisors
New York
$1.72K +$1.74K +20 New
CCMI
206
Creative Capital Management Investments
California
$1.66K +$1.65K +19 New
VWA
207
Valued Wealth Advisors
Utah
$1.48K -$870 -10 -37%
BHWM
208
Bay Harbor Wealth Management
Maryland
$1.13K
SIC
209
SJS Investment Consulting
Ohio
$959
RWM
210
Rialto Wealth Management
New York
$959 +$174 +2 +22%
RWS
211
Retirement Wealth Solutions
Wisconsin
$959 +$696 +8 +267%
DPW
212
DiNuzzo Private Wealth
Pennsylvania
$871 -$87 -1 -9%
GFA
213
Godfrey Financial Associates
New York
$871
MCM
214
Manchester Capital Management
Vermont
$697
PWMG
215
Private Wealth Management Group
New Jersey
$697
HIA
216
HFM Investment Advisors
New Jersey
$697 +$348 +4 +100%
PWA
217
Physician Wealth Advisors
Utah
$697 +$696 +8 New
BFS
218
Bare Financial Services
Pennsylvania
$523 -$2.44K -28 -82%
AssetMark Inc
219
AssetMark Inc
California
$436 -$174 -2 -29%
CA
220
Clearstead Advisors
Ohio
$436 +$435 +5 New
LI
221
LRI Investments
Florida
$261 +$261 +3 New
WETS
222
Wealth Enhancement Trust Services
South Dakota
$261 +$261 +3 New
GIA
223
GHP Investment Advisors
Colorado
$175
HFS
224
Hughes Financial Services
Virginia
$174 -$87 -1 -33%
DF
225
DecisionPoint Financial
Arizona
$170 +$174 +2 New