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NewtekOne

Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$14.2M -$2.54M -80,906 -17%
VanEck Associates
2
VanEck Associates
New York
$11.9M -$1.4M -44,571 -12%
AAM
3
Advisors Asset Management
Colorado
$8.2M -$272K -8,644 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.09M -$2.58M -82,000 -26%
LSV Asset Management
5
LSV Asset Management
Illinois
$6.15M -$638K -20,301 -10%
MCM
6
McKinley Capital Management
Alaska
$4.71M -$55.5K -1,767 -1%
BA
7
Bard Associates
Illinois
$4.62M -$78.6K -2,502 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.58M +$126K +4,016 +6%
Ameriprise
9
Ameriprise
Minnesota
$1.95M +$1.75M +55,750 New
UBS Group
10
UBS Group
Switzerland
$1.85M +$105K +3,346 +7%
HF
11
HRT Financial
New York
$1.83M +$958K +30,485 +138%
RJA
12
Raymond James & Associates
Florida
$1.81M -$462K -14,701 -22%
Citadel Advisors
13
Citadel Advisors
Florida
$1.79M +$1.18M +37,564 +276%
AWA
14
Arkadios Wealth Advisors
Georgia
$1.57M +$25.9K +825 +2%
Morgan Stanley
15
Morgan Stanley
New York
$1.52M -$820K -26,098 -38%
IAIM
16
International Assets Investment Management
Florida
$1.52M -$1.71M -54,425 -56%
LPL Financial
17
LPL Financial
California
$1.38M +$678K +21,580 +121%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.38M -$49K -1,560 -4%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$1.34M +$649K +20,652 +116%
AC
20
Avenir Corporation
Virginia
$1.33M
Stifel Financial
21
Stifel Financial
Missouri
$1.3M -$103K -3,295 -8%
FFA
22
Founders Financial Alliance
North Carolina
$1.24M +$21.7K +691 +2%
BI
23
Bramshill Investments
Florida
$1.05M -$2M -63,627 -68%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$976K +$16.9K +538 +2%
GEA
25
Glen Eagle Advisors
New Jersey
$933K +$27.6K +880 +3%