We are live on ! Find out more
PMT icon

PennyMac Mortgage Investment

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
176
Parkside Financial Bank & Trust
Missouri
$21K +$16.4K +823 +460%
HIA
177
Harbor Investment Advisory
Maryland
$19K – – –
VCM
178
Versant Capital Management
Arizona
$19K +$10.5K +525 +142%
MAM
179
Meeder Asset Management
Ohio
$17K -$171K -8,571 -91%
EI
180
Ellevest Inc
New York
$17K – – –
CG
181
Cutler Group
California
$14K +$13.3K +666 New
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$12K – – –
AWM
183
Atticus Wealth Management
Florida
$11K – – –
Sageworth Trust
184
Sageworth Trust
Pennsylvania
$11K +$10.8K +540 New
Panagora Asset Management
185
Panagora Asset Management
Massachusetts
$9K +$8.43K +422 New
Steward Partners Investment Advisory
186
Steward Partners Investment Advisory
New York
$6K – – –
NFG
187
Next Financial Group
Texas
$6K +$100 +5 +2%
TCI Wealth Advisors
188
TCI Wealth Advisors
Arizona
$5K +$460 +23 +10%
RCA
189
Ranch Capital Advisors
Florida
$5K +$5K +250 New
FPS
190
Fieldpoint Private Securities
Connecticut
$4K – – –
Global Retirement Partners
191
Global Retirement Partners
California
$4K – – –
PCG
192
Private Capital Group
Connecticut
$4K – – –
TFO
193
Tarbox Family Office
California
$4K – – –
WQ
194
Wealth Quarterback
New Jersey
$3K +$2.4K +120 New
IFP Advisors
195
IFP Advisors
Florida
$2K -$200 -10 -8%
Spire Wealth Management
196
Spire Wealth Management
Virginia
$2K +$2K +100 New
Fidelity Investments
197
Fidelity Investments
Massachusetts
$1K +$839 +42 +840%
DWA
198
Delos Wealth Advisors
Texas
$1K +$1.26K +63 New
TD Private Client Wealth
199
TD Private Client Wealth
New York
$695 – – –
American Century Companies
200
American Century Companies
Missouri
– -$20M -1,022,593 Closed