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PMT

PennyMac Mortgage Investment

Name Holding Trade Value Shares
Change
Change in
Stake
OA
176
Operose Advisors
Wisconsin
$7.68K -$21.5K -1,580 -72%
AWM
177
Atticus Wealth Management
Florida
$6.2K
HCM
178
Hollencrest Capital Management
California
$6.2K +$6.8K +500 New
VCM
179
Versant Capital Management
Arizona
$5.97K -$775 -57 -11%
LFA
180
Level Financial Advisors
New York
$5K
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$3.02K +$1.66K +122 +100%
GRP
182
Global Retirement Partners
California
$2.71K
EI
183
Ellevest Inc
New York
$2.27K -$625 -46 -20%
LC
184
Lindbrook Capital
California
$2.17K +$2.38K +175 New
TWA
185
TCI Wealth Advisors
Arizona
$1.67K -$9.38K -690 -84%
BIA
186
Bell Investment Advisors
California
$1.62K -$1.48K -109 -45%
SWM
187
Spire Wealth Management
Virginia
$1K +$54 +4 +3%
WTC
188
WhitTier Trust Company
Nevada
$929
DWA
189
Delos Wealth Advisors
Texas
$922 +$27 +2 +3%
FMII
190
Farmers & Merchants Investments Inc
Nebraska
$756
MHR
191
Matthew Hamilton Rosenberg
$496 +$544 +40 New
CAS
192
Coppell Advisory Solutions
Texas
$235 +$258 +19 New
CASC
193
Coppell Advisory Solutions Corp
Texas
$235 +$258 +19 New
CS
194
Comerica Securities
Michigan
$217 +$231 +17 New
GWS
195
Glassman Wealth Services
Virginia
$149
Pacer Advisors
196
Pacer Advisors
Pennsylvania
-$17.1M -1,453,426 Closed
KPF
197
K2 Principal Fund
Ontario, Canada
-$15.7M -1,335,843 Closed
GLA
198
Great Lakes Advisors
Illinois
-$6.25M -530,788 Closed
Balyasny Asset Management
199
Balyasny Asset Management
Illinois
-$3.84M -282,256 Closed
Amundi
200
Amundi
France
-$1.32M -107,182 Closed