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NewtekOne

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
126
UBS AM
Illinois
$2.8K
JWA
127
JFS Wealth Advisors
Pennsylvania
$2.13K +$1.87K +142 New
C
128
Covestor
United Kingdom
$2K +$409 +31 +33%
PMAM
129
Picton Mahoney Asset Management
Ontario, Canada
$1.79K +$1.6K +121 New
SIM
130
Synergy Investment Management
Florida
$1.7K
TWD
131
True Wealth Design
Ohio
$1.38K +$660 +50 +116%
LFG
132
Larson Financial Group
Missouri
$1.29K +$1.15K +87 New
FFO
133
Fortitude Family Office
Arizona
$1.24K +$1.11K +84 New
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$1.17K
Group One Trading
135
Group One Trading
Illinois
$1.16K +$1.03K +78 New
Optiver Holding
136
Optiver Holding
Netherlands
$977 -$2.64K -200 -75%
BWA
137
Basecamp Wealth Advisors
Washington
$844 +$145 +11 +24%
CPG
138
Cornerstone Planning Group
New Jersey
$737
PA
139
Parallel Advisors
California
$504 -$1.72K -130 -79%
FRA
140
Front Row Advisors
California
$408
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$341 -$290 -22 -49%
TFA
142
Transamerica Financial Advisors
Florida
$315
SIC
143
SJS Investment Consulting
Ohio
$267 +$79 +6 +50%
CIAM
144
Caitong International Asset Management
Hong Kong
$207 -$172 -13 -48%
TPCW
145
TD Private Client Wealth
New York
$193
WETS
146
Wealth Enhancement Trust Services
South Dakota
$193 +$172 +13 New
JWM
147
JPL Wealth Management
Colorado
$60 +$53 +4 New
SPIA
148
Steward Partners Investment Advisory
New York
$44 +$40 +3 New
TM
149
Torren Management
California
$34
CA
150
Clearstead Advisors
Ohio
$15 +$13 +1 New