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PennyMac Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IFP Advisors
201
IFP Advisors
Florida
$2.97K +$2.16K +20 +500%
Farther Finance Advisors
202
Farther Finance Advisors
California
$2.85K +$757 +7 +44%
Steward Partners Investment Advisory
203
Steward Partners Investment Advisory
New York
$2.48K – – –
VCM
204
Versant Capital Management
Arizona
$2.48K – – –
JWM
205
JPL Wealth Management
Colorado
$2.48K +$2.16K +20 New
Wealthspire Advisors (New York)
206
Wealthspire Advisors (New York)
New York
$2.11K +$1.84K +17 New
FFO
207
Fortitude Family Office
Arizona
$1.73K – – –
TWD
208
True Wealth Design
Ohio
$1.55K +$757 +7 +117%
RWM
209
Rialto Wealth Management
New York
$1.36K +$216 +2 +22%
DPW
210
DiNuzzo Private Wealth
Pennsylvania
$1.32K -$108 -1 -8%
HFS
211
Hughes Financial Services
Virginia
$1.27K – – –
PWA
212
Physician Wealth Advisors
Utah
$1.24K -$541 -5 -33%
BGAI
213
Bruce G. Allen Investments
Colorado
$1.24K – – –
BFS
214
Bare Financial Services
Pennsylvania
$1.24K +$541 +5 +100%
KG
215
Kilter Group
New York
$1.11K +$974 +9 New
MCM
216
Manchester Capital Management
Vermont
$992 – – –
PWMG
217
Private Wealth Management Group
New Jersey
$992 – – –
Jones Financial Companies
218
Jones Financial Companies
Missouri
$992 +$866 +8 New
AssetMark Inc
219
AssetMark Inc
California
$991 -$2.06K -19 -70%
SIC
220
SJS Investment Consulting
Ohio
$868 – – –
RWS
221
Retirement Wealth Solutions
Wisconsin
$868 +$757 +7 New
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$867 +$757 +7 New
HIA
223
HFM Investment Advisors
New Jersey
$743 +$216 +2 +50%
Advisory Services Network
224
Advisory Services Network
Georgia
$743 +$649 +6 New
RA
225
Rise Advisors
New York
$619 – – –