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NewtekOne

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$51K -$241K -12,694 -77%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$49K +$70.2K +3,693 New
Victory Capital Management
53
Victory Capital Management
Texas
$43K -$30.7K -1,617 -33%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$26K +$38K +2,000 New
Nisa Investment Advisors
55
Nisa Investment Advisors
Missouri
$20K
APA
56
American Portfolios Advisors
New York
$19.7K -$49K -2,575 -63%
ASN
57
Advisory Services Network
Georgia
$18K -$25.2K -1,324 -49%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$18K +$26K +1,365 New
VFA
59
Valeo Financial Advisors
Indiana
$14K
SIA
60
SeaBridge Investment Advisors
New Jersey
$13K
TI
61
tru Independence
Oregon
$13K
VRM
62
Vectors Research Management
New York
$7K +$9.51K +500 New
DWA
63
Dorsey Wright & Associates
California
$5K -$1.69K -89 -18%
EWP
64
Engrave Wealth Partners
Texas
$4K +$57 +3 +0.9%
AIC
65
Ameritas Investment Company
Nebraska
$4K +$6.81K +358 New
NFG
66
Next Financial Group
Texas
$3K
GWM
67
Geneos Wealth Management
Colorado
$1K
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$1K
SCA
69
Stonebridge Capital Advisors
Minnesota
$1K
Citadel Advisors
70
Citadel Advisors
Florida
-$792K -41,648 Closed
FAAS
71
First Allied Advisory Services
California
-$888K -39,548 Closed
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
-$828K -36,551 Closed
AAM
73
American Asset Management
Florida
-$797K -35,196 Closed
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
-$650K -28,686 Closed
AWM
75
AE Wealth Management
Kansas
-$631K -27,871 Closed