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NewtekOne

Name Holding Trade Value Shares
Change
Change in
Stake
LGA
26
Lebenthal Global Advisors
New York
$795K +$441K +14,026 +160%
KAS
27
Kestra Advisory Services
Texas
$737K +$99.7K +3,173 +18%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$695K +$132K +4,194 +27%
BCM
29
Brookstone Capital Management
Illinois
$677K +$594K +18,925 New
GC
30
Guggenheim Capital
Illinois
$662K -$303K -9,633 -34%
Simplex Trading
31
Simplex Trading
Illinois
$652K +$541K +17,219 +1,183%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$632K -$452K -14,400 -44%
DADC
33
D.A. Davidson & Co
Montana
$589K +$56.4K +1,795 +12%
CA
34
Cetera Advisors
Colorado
$562K +$506K +16,100 New
Geode Capital Management
35
Geode Capital Management
Massachusetts
$484K -$106K -3,389 -20%
Wolverine Trading
36
Wolverine Trading
Illinois
$433K +$397K +12,631 New
Two Sigma Investments
37
Two Sigma Investments
New York
$420K +$377K +12,016 New
SW
38
SVB Wealth
Massachusetts
$387K -$571K -18,183 -62%
AllianceBernstein
39
AllianceBernstein
Tennessee
$383K -$135K -4,302 -28%
N
40
Natixis
France
$380K +$68.2K +2,171 +25%
TWM
41
Tradition Wealth Management
Minnesota
$375K +$98.6K +3,138 +41%
ASFA
42
All Season Financial Advisors
Colorado
$353K +$318K +10,108 New
SL
43
Summitry LLC
California
$349K
AIM
44
Axiom Investment Management
New York
$320K
LNWWM
45
Laird Norton Wetherby Wealth Management
California
$314K +$283K +9,000 New
CMBA
46
C.M. Bidwell & Associates
Hawaii
$286K +$257K +8,190 New
AWM
47
AE Wealth Management
Kansas
$280K -$17.2K -548 -6%
AWM
48
Apollon Wealth Management
South Carolina
$279K
Bank of America
49
Bank of America
North Carolina
$273K +$126K +4,025 +106%
CL
50
Chubb Ltd
Switzerland
$238K +$214K +6,827 New