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NewtekOne

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$457K -$1.15M -63,813 -73%
WFI
27
West Family Investments
California
$354K
FI
28
FormulaFolio Investments
Michigan
$352K
Group One Trading
29
Group One Trading
Illinois
$352K
Geode Capital Management
30
Geode Capital Management
Massachusetts
$339K +$311K +17,267 New
SW
31
SVB Wealth
Massachusetts
$322K +$295K +16,357 New
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$321K +$293K +16,289 New
DADC
33
D.A. Davidson & Co
Montana
$297K +$88.4K +4,910 +48%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$283K +$259K +14,384 New
KAS
35
Kestra Advisory Services
Texas
$274K +$264K +14,677 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$258K +$2.77K +154 +1%
LPL Financial
37
LPL Financial
California
$230K -$17.6K -980 -8%
AIM
38
Axiom Investment Management
New York
$200K -$181K -10,072 -99%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$162K +$149K +8,250 New
MA
40
Montag & Associates
Georgia
$148K +$135K +7,500 New
LGA
41
Lebenthal Global Advisors
New York
$123K +$113K +6,271 New
TWM
42
Tradition Wealth Management
Minnesota
$119K +$109K +6,027 New
AA
43
Ancora Advisors
Ohio
$101K -$4.05K -225 -4%
Bank of America
44
Bank of America
North Carolina
$86K +$19.6K +1,086 +33%
JP Morgan Chase
45
JP Morgan Chase
New York
$76K
Wells Fargo
46
Wells Fargo
California
$58K +$53.1K +2,946 +73,650%
GWM
47
Geneos Wealth Management
Colorado
$52K +$33.7K +1,870 +1,870%
APA
48
American Portfolios Advisors
New York
$47.1K +$5.4K +300 +14%
Deutsche Bank
49
Deutsche Bank
Germany
$43K +$39.7K +2,203 New
FIA
50
FNY Investment Advisers
New York
$39K +$36K +2,000 New