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NewtekOne

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Arkadios Wealth Advisors
Georgia
$750K +$803K +35,596 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$650K +$146K +6,457 +29%
CI
28
Cavalier Investments
Georgia
$634K
AWM
29
AE Wealth Management
Kansas
$631K +$108K +4,802 +21%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$625K +$1.31K +58 +0.2%
AR
31
Advisory Research
Illinois
$581K -$77.2K -3,422 -12%
LPL Financial
32
LPL Financial
California
$435K -$32.5K -1,441 -7%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$428K +$426K +18,900 New
MML Investors Services
34
MML Investors Services
Massachusetts
$398K
JMPWA
35
JP Morgan Private Wealth Advisors
California
$393K
CL
36
Chubb Ltd
Switzerland
$392K +$4.58K +203 +1%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$386K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$377K +$376K +16,654 New
JP Morgan Chase
39
JP Morgan Chase
New York
$376K +$286K +12,694 +328%
Wells Fargo
40
Wells Fargo
California
$375K -$6.88K -305 -2%
DADC
41
D.A. Davidson & Co
Montana
$333K +$90.2K +4,000 +37%
CS
42
Credit Suisse
Switzerland
$329K +$18.1K +803 +6%
SS
43
Simplicity Solutions
Minnesota
$320K +$319K +14,126 New
Allianz Asset Management
44
Allianz Asset Management
Germany
$319K +$8.37K +371 +3%
Axa
45
Axa
France
$313K
Bank of America
46
Bank of America
North Carolina
$305K -$21K -933 -6%
DTL
47
Dynamic Technology Lab
Singapore
$287K +$285K +12,657 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$272K +$21.4K +949 +9%
AIM
49
Axiom Investment Management
New York
$230K
WFI
50
West Family Investments
California
$227K