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NewtekOne

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$521K +$58.2K +2,625 +13%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$502K +$219K +9,871 +80%
LPL Financial
28
LPL Financial
California
$466K -$14.1K -637 -3%
MML Investors Services
29
MML Investors Services
Massachusetts
$397K
JMPWA
30
JP Morgan Private Wealth Advisors
California
$392K
CL
31
Chubb Ltd
Switzerland
$386K +$3.44K +155 +0.9%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$385K
Wells Fargo
33
Wells Fargo
California
$380K -$419K -18,896 -53%
Bank of America
34
Bank of America
North Carolina
$325K +$7.3K +329 +2%
Axa
35
Axa
France
$312K
CS
36
Credit Suisse
Switzerland
$310K -$114K -5,135 -27%
Allianz Asset Management
37
Allianz Asset Management
Germany
$310K
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$250K +$1.04K +47 +0.4%
DADC
39
D.A. Davidson & Co
Montana
$242K +$237K +10,700 New
AIM
40
Axiom Investment Management
New York
$230K -$1.75K -79 -0.8%
WFI
41
West Family Investments
California
$226K +$222K +10,005 New
EGA
42
Eagle Global Advisors
Texas
$202K
ASN
43
Advisory Services Network
Georgia
$193K
AG
44
Advisor Group
Arizona
$192K +$89.1K +4,017 +89%
PI
45
PEAK6 Investments
Illinois
$177K +$68.3K +3,078 +65%
BAM
46
Belpointe Asset Management
Nevada
$173K +$170K +7,675 New
CMBA
47
C.M. Bidwell & Associates
Hawaii
$137K +$61.3K +2,765 +83%
APA
48
American Portfolios Advisors
New York
$91.9K +$51K +2,300 +130%
JP Morgan Chase
49
JP Morgan Chase
New York
$87K
Victory Capital Management
50
Victory Capital Management
Texas
$73K +$71.8K +3,235 New