We are live on ! Find out more
NEWT icon

NewtekOne

Name Holding Trade Value Shares
Change
Change in
Stake
JFS Wealth Advisors
126
JFS Wealth Advisors
Pennsylvania
$2.13K +$1.87K +142 New
C
127
Covestor
United Kingdom
$2K +$409 +31 +33%
Picton Mahoney Asset Management
128
Picton Mahoney Asset Management
Ontario, Canada
$1.79K +$1.6K +121 New
SIM
129
Synergy Investment Management
Florida
$1.7K – – –
TWD
130
True Wealth Design
Ohio
$1.38K +$660 +50 +116%
Larson Financial Group
131
Larson Financial Group
Missouri
$1.29K +$1.15K +87 New
FFO
132
Fortitude Family Office
Arizona
$1.24K +$1.11K +84 New
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$1.17K – – –
Group One Trading
134
Group One Trading
Illinois
$1.16K +$1.03K +78 New
Optiver Holding
135
Optiver Holding
Netherlands
$977 -$2.64K -200 -75%
BWA
136
Basecamp Wealth Advisors
Washington
$844 +$145 +11 +24%
Cornerstone Planning Group
137
Cornerstone Planning Group
New Jersey
$737 – – –
Parallel Advisors
138
Parallel Advisors
California
$504 -$1.72K -130 -79%
FRA
139
Front Row Advisors
California
$408 – – –
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$341 -$290 -22 -49%
Transamerica Financial Advisors
141
Transamerica Financial Advisors
Florida
$315 – – –
SJS Investment Consulting
142
SJS Investment Consulting
Ohio
$267 +$79 +6 +50%
Caitong International Asset Management
143
Caitong International Asset Management
Hong Kong
$207 -$172 -13 -48%
TD Private Client Wealth
144
TD Private Client Wealth
New York
$193 – – –
Wealth Enhancement Trust Services
145
Wealth Enhancement Trust Services
South Dakota
$193 +$172 +13 New
JWM
146
JPL Wealth Management
Colorado
$60 +$53 +4 New
Steward Partners Investment Advisory
147
Steward Partners Investment Advisory
New York
$44 +$40 +3 New
TM
148
Torren Management
California
$34 – – –
Clearstead Advisors
149
Clearstead Advisors
Ohio
$15 +$13 +1 New
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
– -$1.19M -108,393 Closed