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NewtekOne

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$21.7K
VFM
102
Vision Financial Markets
Connecticut
$21.1K +$246 +23 +1%
NFSG
103
Newbridge Financial Services Group
Florida
$11.3K +$10.7K +1,000 New
AB
104
Amalgamated Bank
New York
$9K
EWA
105
EverSource Wealth Advisors
Alabama
$8.84K +$8.38K +784 New
EP
106
Essential Partners
California
$7.91K +$7.49K +701 New
SCM
107
Sterling Capital Management
North Carolina
$7.49K +$2.53K +237 +56%
AW
108
Avion Wealth
Texas
$6K +$2.14K +200 +50%
PS
109
Principal Securities
Iowa
$5.64K +$5.34K +500 New
GI
110
GAMMA Investing
California
$4.85K +$3.5K +327 +317%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$2.05K
C
112
Covestor
United Kingdom
$2K +$1.48K +138 +251%
VWWMG
113
Vermillion & White Wealth Management Group
Pennsylvania
$1.69K +$1.6K +150 New
CA
114
CoreCap Advisors
Michigan
$1.53K +$21 +2 +2%
RIL
115
Rothschild Investment LLC
Illinois
$1.35K +$428 +40 +50%
VCM
116
Versant Capital Management
Arizona
$1.33K +$1.26K +118 New
CA
117
Clearstead Advisors
Ohio
$1.17K +$1.11K +104 New
WTFG
118
Wood Tarver Financial Group
Idaho
$1K -$866 -81 -35%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$801 +$759 +71 New
TWD
120
True Wealth Design
Ohio
$779 +$492 +46 +200%
CPG
121
Cornerstone Planning Group
New Jersey
$569
FRA
122
Front Row Advisors
California
$543 -$342 -32 -40%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$180 -$289 -27 -63%
Wellington Management Group
124
Wellington Management Group
Massachusetts
-$1.18M -98,676 Closed
Squarepoint
125
Squarepoint
New York
-$453K -37,874 Closed