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NeoVolta

Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
1
Legacy Wealth Management (Idaho)
Idaho
$7.86M +$316K +94,397 +3%
BlackRock
2
BlackRock
New York
$991K +$16.6K +4,951 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$893K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$696K +$40.4K +12,049 +4%
BW
5
BIP Wealth
Georgia
$491K +$23.9K +7,119 +3%
SA
6
Sovran Advisors
California
$353K +$150K +44,671 +37%
UBS Group
7
UBS Group
Switzerland
$334K +$505K +150,662 +4,979%
RF
8
Rossby Financial
Florida
$309K +$112K +33,500 +41%
Northern Trust
9
Northern Trust
Illinois
$268K -$14.9K -4,440 -3%
State Street
10
State Street
Massachusetts
$239K
Jane Street
11
Jane Street
New York
$135K -$53.9K -16,078 -21%
AFA
12
Arlington Financial Advisors
California
$126K +$194K +58,000 New
BCM
13
Bridgeway Capital Management
Texas
$113K +$175K +52,200 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$32.1K -$47 -14 -0.1%
Charles Schwab
15
Charles Schwab
California
$28.1K
HF
16
HRT Financial
New York
$28K +$44.3K +13,212 New
CWA
17
Centennial Wealth Advisory
Michigan
$21.9K
Morgan Stanley
18
Morgan Stanley
New York
$19.2K +$6.87K +2,049 +30%
TRCT
19
Tower Research Capital (TRC)
New York
$13.4K +$10.4K +3,097 +101%
AF
20
Allworth Financial
California
$2.17K
Bank of America
21
Bank of America
North Carolina
$527 -$154K -45,888 -99%
Barclays
22
Barclays
United Kingdom
$438 -$14.5K -4,325 -96%
HI
23
Harbour Investments
Wisconsin
$217
Goldman Sachs
24
Goldman Sachs
New York
-$592K -113,616 Closed
SSA
25
Schonfeld Strategic Advisors
New York
-$185K -35,543 Closed