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PennyMac Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Larson Financial Group
201
Larson Financial Group
Missouri
$2.45K -$3.76K -35 -56%
Blue Trust Inc
202
Blue Trust Inc
Georgia
$2.36K -$430 -4 -13%
VWA
203
Valued Wealth Advisors
Utah
$2.36K +$2.9K +27 New
ZBNA
204
Zions Bancorporation, National Association
Utah
$2.1K +$2.58K +24 New
BIA
205
Bell Investment Advisors
California
$1.92K -$645 -6 -21%
KFAS
206
Keating Financial Advisory Services
Kansas
$1.83K -$968 -9 -30%
Steward Partners Investment Advisory
207
Steward Partners Investment Advisory
New York
$1.75K – – –
JWM
208
JPL Wealth Management
Colorado
$1.75K +$2.15K +20 New
IFP Advisors
209
IFP Advisors
Florida
$1.31K +$323 +3 +25%
IAS
210
IMA Advisory Services
Colorado
$1.22K – – –
BHWM
211
Bay Harbor Wealth Management
Maryland
$1.14K +$645 +6 +86%
Advisory Services Network
212
Advisory Services Network
Georgia
$1.05K +$1.29K +12 New
DPW
213
DiNuzzo Private Wealth
Pennsylvania
$962 -$215 -2 -15%
SIC
214
SJS Investment Consulting
Ohio
$962 +$430 +4 +57%
GFA
215
Godfrey Financial Associates
New York
$874 – – –
NewEdge Advisors
216
NewEdge Advisors
Louisiana
$874 +$1.07K +10 New
QL
217
Quarry LP
New York
$787 -$8.71K -81 -90%
RWM
218
Rialto Wealth Management
New York
$787 -$323 -3 -25%
BGAI
219
Bruce G. Allen Investments
Colorado
$787 +$108 +1 +13%
MCM
220
Manchester Capital Management
Vermont
$700 – – –
PWMG
221
Private Wealth Management Group
New Jersey
$700 – – –
AssetMark Inc
222
AssetMark Inc
California
$612 -$108 -1 -13%
TPWA
223
Twin Peaks Wealth Advisors
California
$437 +$538 +5 New
HIA
224
HFM Investment Advisors
New Jersey
$350 -$108 -1 -20%
RWS
225
Retirement Wealth Solutions
Wisconsin
$263 -$645 -6 -67%