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NewtekOne

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$531K +$177K +13,388 +60%
XT
52
XTX Topco
Cayman Islands
$493K +$66.4K +5,036 +18%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$454K +$21.6K +1,635 +6%
BCM
54
Bridgeway Capital Management
Texas
$440K
FFA
55
Founders Financial Alliance
North Carolina
$428K +$3.35K +254 +0.9%
Deutsche Bank
56
Deutsche Bank
Germany
$374K +$26.7K +2,025 +9%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$368K +$321K +24,330 New
MIM
58
MetLife Investment Management
New Jersey
$367K +$30.8K +2,331 +10%
1IA
59
1620 Investment Advisors
Massachusetts
$365K
IQI
60
Integrated Quantitative Investments
Washington
$353K +$314K +23,816 New
Cerity Partners
61
Cerity Partners
New York
$341K +$120K +9,085 +65%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$330K +$106K +8,014 +56%
AG
63
Algert Global
California
$324K +$53.2K +4,030 +23%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$318K +$90.1K +6,829 +47%
LPL Financial
65
LPL Financial
California
$312K -$3.71K -281 -1%
AllianceBernstein
66
AllianceBernstein
Tennessee
$298K +$19.8K +1,500 +6%
UBS Group
67
UBS Group
Switzerland
$284K +$46K +3,490 +22%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$282K +$155K +11,771 +161%
KAS
69
Kestra Advisory Services
Texas
$282K +$1.45K +110 +0.6%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$280K +$162K +12,271 +185%
Mariner
71
Mariner
Kansas
$280K +$73.2K +5,548 +42%
BIA
72
Beacon Investment Advisors
Maryland
$251K +$3.14K +238 +1%
JP Morgan Chase
73
JP Morgan Chase
New York
$249K +$82.8K +6,276 +62%
BFM
74
Boothbay Fund Management
New York
$248K +$58K +4,395 +36%
Corient Private Wealth
75
Corient Private Wealth
Florida
$233K +$30.2K +2,289 +17%