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PennyMac Mortgage Investment

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
176
Larson Financial Group
Missouri
$5.8K -$981 -89 -15%
LWM
177
Lodestone Wealth Management
Washington
$5.64K +$5.51K +500 New
JWM
178
JPL Wealth Management
Colorado
$5.18K +$5.06K +459 New
BWA
179
Basecamp Wealth Advisors
Washington
$4.85K – – –
EWA
180
EverSource Wealth Advisors
Alabama
$4.8K +$2.59K +235 +123%
WT
181
Whittier Trust
California
$2.77K – – –
AAS
182
Ameritas Advisory Services
Nebraska
$2.7K +$2.63K +239 New
CA
183
Clearstead Advisors
Ohio
$2.41K +$2.36K +214 New
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$2.04K -$2.54K -230 -56%
IAS
185
IMA Advisory Services
Colorado
$2.03K +$639 +58 +48%
VCM
186
Versant Capital Management
Arizona
$1.79K -$5.61K -509 -76%
CFM
187
Compass Financial Management
Florida
$1.59K +$1.55K +141 New
HNW
188
High Note Wealth
Minnesota
$1.59K +$1.55K +141 New
BIA
189
Bell Investment Advisors
California
$1.48K – – –
SAM
190
Smartleaf Asset Management
Massachusetts
$1.37K – – –
PIP
191
Philadelphia Investment Partners
New Jersey
$1.3K – – –
RF
192
Rossby Financial
Florida
$1.08K -$11 -1 -1%
RWS
193
Retirement Wealth Solutions
Wisconsin
$982 +$628 +57 +190%
RIL
194
Rothschild Investment LLC
Illinois
$846 -$44 -4 -5%
WTC
195
WhitTier Trust Company
Nevada
$795 – – –
National Bank of Canada
196
National Bank of Canada
Quebec, Canada
$733 -$1.58K -143 -69%
KFAS
197
Keating Financial Advisory Services
Kansas
$688 -$88 -8 -12%
FMII
198
Farmers & Merchants Investments Inc
Nebraska
$688 – – –
JWA
199
JFS Wealth Advisors
Pennsylvania
$587 +$573 +52 New
BGAI
200
Bruce G. Allen Investments
Colorado
$553 – – –