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PennyMac Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
201
Rialto Wealth Management
New York
$897 +$872 +9 New
MCM
202
Manchester Capital Management
Vermont
$798
PWMG
203
Private Wealth Management Group
New Jersey
$798
SIC
204
SJS Investment Consulting
Ohio
$698 -$485 -5 -42%
CPG
205
Cornerstone Planning Group
New Jersey
$695 +$678 +7 New
TWD
206
True Wealth Design
Ohio
$598 -$194 -2 -25%
GC
207
Garde Capital
Washington
$499
MCM
208
MAI Capital Management
Ohio
$499 +$485 +5 New
PWM
209
Parkworth Wealth Management
California
$498 +$291 +3 +150%
BFS
210
Bare Financial Services
Pennsylvania
$498 +$485 +5 New
RA
211
Rise Advisors
New York
$498 +$485 +5 New
HIA
212
HFM Investment Advisors
New Jersey
$399 +$291 +3 +300%
BIG
213
Brooklyn Investment Group
New York
$299 -$2.13K -22 -88%
CIAM
214
Caitong International Asset Management
Hong Kong
$299 +$291 +3 New
BHWM
215
Bay Harbor Wealth Management
Maryland
$199
EP
216
Essential Partners
California
$199 +$194 +2 New
TPWA
217
Twin Peaks Wealth Advisors
California
$103 +$97 +1 New
SC
218
Stephens Consulting
Michigan
$100 -$872 -9 -90%
TFM
219
TFC Financial Management
Massachusetts
$100
TIM
220
Tortoise Investment Management
New York
$100 +$97 +1 New
OAG
221
Orbis Allan Gray
Bermuda
-$92.8M -926,775 Closed
PFMOSF
222
Philadelphia Financial Management of San Francisco
California
-$18.7M -186,804 Closed
EH
223
EMG Holdings
Connecticut
-$6.47M -64,580 Closed
Macquarie Group
224
Macquarie Group
Australia
-$5.56M -55,570 Closed
IC
225
IEQ Capital
California
-$3.36M -33,600 Closed