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NewtekOne

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
126
Arax Advisory Partners
Colorado
$2.53K +$1.09K +86 +59%
W
127
WealthCollab
Washington
$2.22K
UBS AM
128
UBS AM
Illinois
$2.07K +$1.76K +139 +278%
PA
129
Parallel Advisors
California
$1.8K +$2.08K +164 New
SIM
130
Synergy Investment Management
Florida
$1.26K +$1.46K +115 New
MCM
131
MAI Capital Management
Ohio
$1.19K +$1.14K +90 +474%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$1K -$20.2K -1,594 -94%
C
133
Covestor
United Kingdom
$1K -$749 -59 -38%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$865
CPG
135
Cornerstone Planning Group
New Jersey
$648
RFP
136
Root Financial Partners
California
$515 +$596 +47 New
BWA
137
Basecamp Wealth Advisors
Washington
$504 +$584 +46 New
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$493
TWD
139
True Wealth Design
Ohio
$471 +$25 +2 +5%
FRA
140
Front Row Advisors
California
$357
TWM
141
TopTier Wealth Management
Wisconsin
$307 +$355 +28 New
CIAM
142
Caitong International Asset Management
Hong Kong
$296 +$343 +27 New
TFA
143
Transamerica Financial Advisors
Florida
$233
TPCW
144
TD Private Client Wealth
New York
$142
SIC
145
SJS Investment Consulting
Ohio
$132 +$13 +1 +9%
TM
146
Torren Management
California
$25
Prudential Financial
147
Prudential Financial
New Jersey
-$1.52M -134,095 Closed
Citadel Advisors
148
Citadel Advisors
Florida
-$842K -66,379 Closed
Two Sigma Advisers
149
Two Sigma Advisers
New York
-$480K -42,300 Closed
Point72 Asset Management
150
Point72 Asset Management
Connecticut
-$467K -41,142 Closed