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NewtekOne

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
126
True Wealth Design
Ohio
$466 -$1.42K -130 -76%
FRA
127
Front Row Advisors
California
$370
TFA
128
Transamerica Financial Advisors
Florida
$242 +$229 +21 New
MCM
129
MAI Capital Management
Ohio
$216 +$207 +19 New
TPCW
130
TD Private Client Wealth
New York
$148 +$142 +13 New
SPIA
131
Steward Partners Investment Advisory
New York
$136 +$131 +12 New
SIC
132
SJS Investment Consulting
Ohio
$125 +$120 +11 New
TM
133
Torren Management
California
$22 +$22 +2 New
BA
134
Bard Associates
Illinois
-$1.39M -121,639 Closed
CC
135
Commons Capital
Massachusetts
-$809K -70,658 Closed
ECM
136
ExodusPoint Capital Management
New York
-$521K -45,527 Closed
CCIA
137
Campbell & Co Investment Adviser
Maryland
-$499K -43,600 Closed
B
138
Bailard
California
-$268K -23,400 Closed
RS
139
R Squared
Hong Kong
-$225K -19,658 Closed
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
-$215K -18,800 Closed
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
-$191K -16,711 Closed
Franklin Resources
142
Franklin Resources
California
-$182K -15,933 Closed
BFM
143
Boothbay Fund Management
New York
-$176K -15,338 Closed
Kovitz Investment Group Partners
144
Kovitz Investment Group Partners
Illinois
-$125K -10,897 Closed
Stifel Financial
145
Stifel Financial
Missouri
-$124K -10,820 Closed
QT
146
Quantbot Technologies
New York
-$67.2K -5,870 Closed
ASN
147
Advisory Services Network
Georgia
-$45.8K -4,000 Closed
NFSG
148
Newbridge Financial Services Group
Florida
-$11.4K -1,000 Closed
PS
149
Principal Securities
Iowa
-$5.72K -500 Closed
CA
150
Clearstead Advisors
Ohio
-$1.96K -171 Closed