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NewtekOne

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
26
American Asset Management
Florida
$227K +$35.9K +2,397 +20%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$163K +$154K +10,278 New
PCC
28
Park Circle Company
Maryland
$140K
PG
29
PEAK6 Group
Illinois
$119K +$112K +7,483 New
Creative Planning
30
Creative Planning
Kansas
$86K
CG
31
Cutler Group
California
$83K +$45.6K +3,043 +139%
Citigroup
32
Citigroup
New York
$80K -$21.2K -1,417 -22%
FFW
33
Fusion Family Wealth
New York
$67K +$64.9K +4,335 New
Nisa Investment Advisors
34
Nisa Investment Advisors
Missouri
$64K +$59.9K +4,000 New
JP Morgan Chase
35
JP Morgan Chase
New York
$61K -$155K -10,376 -73%
Wells Fargo
36
Wells Fargo
California
$43K -$15 -1 -0%
OIM
37
Opus Investment Management
Massachusetts
$43K
PCM
38
Prelude Capital Management
New York
$24K -$120K -8,000 -84%
ST
39
Spot Trading
Illinois
$22K +$21.2K +1,414 New
IA
40
IFP Advisors
Florida
$20K +$270 +18 +1%
DADC
41
D.A. Davidson & Co
Montana
$17K +$1.87K +125 +13%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K +$1.02K +68 +13%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$7K
CTC
44
Central Trust Company
Missouri
$5K
MCM
45
Manchester Capital Management
Vermont
$5K
FPFS
46
First Personal Financial Services
North Carolina
$4K
AG
47
Advisor Group
Arizona
$3K +$2.47K +165 New
Barclays
48
Barclays
United Kingdom
$1K
AIM
49
Advantage Investment Management
Iowa
$1K +$809 +54 New
CCM
50
Coe Capital Management
Illinois
-$1.45M -97,202 Closed