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NewtekOne

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.03M -$540K -18,406 -33%
JIP
27
Jaffetilchin Investment Partners
Florida
$945K +$79.3K +2,705 +9%
Axa
28
Axa
France
$901K +$578K +19,700 +153%
Osaic Holdings
29
Osaic Holdings
Arizona
$865K -$154K -5,239 -14%
GEA
30
Glen Eagle Advisors
New Jersey
$837K +$8.07K +275 +0.9%
LPL Financial
31
LPL Financial
California
$716K +$326K +11,125 +75%
AWM
32
AE Wealth Management
Kansas
$570K +$20K +683 +3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$566K +$101K +3,436 +20%
BCM
34
Brookstone Capital Management
Illinois
$521K
Geode Capital Management
35
Geode Capital Management
Massachusetts
$383K
TWM
36
Tradition Wealth Management
Minnesota
$340K +$52K +1,772 +17%
CMS
37
Capital Market Strategies
Florida
$337K +$357K +12,181 New
N
38
Natixis
France
$331K +$351K +11,967 New
SL
39
Summitry LLC
California
$276K +$293K +10,000 New
AG
40
Algert Global
California
$258K -$175K -5,960 -39%
AIM
41
Axiom Investment Management
New York
$254K
Wolverine Trading
42
Wolverine Trading
Illinois
$252K -$43.4K -1,479 -14%
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$249K
AWM
44
Apollon Wealth Management
South Carolina
$221K
TJHA
45
Thomas J. Herzfeld Advisors
Florida
$201K +$96.3K +3,284 +82%
JP Morgan Chase
46
JP Morgan Chase
New York
$169K -$60.1K -2,048 -25%
Wells Fargo
47
Wells Fargo
California
$153K +$117 +4 +0.1%
FAG
48
Fortitude Advisory Group
Washington
$88K +$93.9K +3,201 New
MIM
49
MetLife Investment Management
New Jersey
$82.9K
WWMSC
50
Wagner Wealth Management (South Carolina)
South Carolina
$79K +$440 +15 +0.5%