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NewtekOne

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$713K +$677K +31,006 New
PPP
27
Private Portfolio Partners
New Jersey
$676K -$4.59K -210 -0.7%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$629K +$6.22K +285 +1%
FAAS
29
First Allied Advisory Services
California
$546K +$120K +5,506 +30%
LPL Financial
30
LPL Financial
California
$490K -$20K -914 -4%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$483K
AWM
32
AE Wealth Management
Kansas
$470K +$446K +20,444 New
CS
33
Credit Suisse
Switzerland
$434K +$69.9K +3,203 +20%
MML Investors Services
34
MML Investors Services
Massachusetts
$404K
JMPWA
35
JP Morgan Private Wealth Advisors
California
$399K
Geode Capital Management
36
Geode Capital Management
Massachusetts
$392K -$14.2K -652 -4%
CL
37
Chubb Ltd
Switzerland
$390K -$8.06K -369 -2%
Bank of America
38
Bank of America
North Carolina
$324K -$42.7K -1,957 -12%
Axa
39
Axa
France
$317K +$301K +13,800 New
Allianz Asset Management
40
Allianz Asset Management
Germany
$316K
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$284K +$270K +12,358 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$254K +$6.14K +281 +3%
OCG
43
Opus Capital Group
Ohio
$238K -$1.12M -51,190 -83%
AIM
44
Axiom Investment Management
New York
$236K -$34.9K -1,600 -14%
EGA
45
Eagle Global Advisors
Texas
$206K +$195K +8,940 New
ASN
46
Advisory Services Network
Georgia
$193K +$3.38K +155 +2%
PI
47
PEAK6 Investments
Illinois
$109K -$107K -4,895 -51%
AG
48
Advisor Group
Arizona
$104K +$38.4K +1,759 +64%
JP Morgan Chase
49
JP Morgan Chase
New York
$89K -$48.5K -2,223 -37%
CMBA
50
C.M. Bidwell & Associates
Hawaii
$76K +$72.5K +3,320 New