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ProShares Ultra Russell2000

Name Holding Trade Value Shares
Change
Change in
Stake
Meridian Wealth Management
26
Meridian Wealth Management
Kentucky
$325K -$29.6K -499 -9%
DP
27
Dearborn Partners
Illinois
$323K +$220K +3,700 New
Summit Financial
28
Summit Financial
New Jersey
$283K +$250K +4,205 New
Kestra Advisory Services
29
Kestra Advisory Services
Texas
$250K +$221K +3,721 New
Kingsview Wealth Management
30
Kingsview Wealth Management
Oregon
$247K -$47.5K -800 -18%
TSMHT
31
Thurston Springer Miller Herd & Titak
Indiana
$241K +$213K +3,588 New
HHRDM
32
H&H Retirement Design & Management
Nevada
$214K -$26.6K -448 -11%
IFWM
33
Institute for Wealth Management
Colorado
$136K +$121K +2,028 New
Larson Financial Group
34
Larson Financial Group
Missouri
$109K +$59 +1 +0.1%
Geneos Wealth Management
35
Geneos Wealth Management
Colorado
$54.1K -$1.19K -20 -2%
FNWA
36
Financial Network Wealth Advisors
Utah
$21.9K – – –
APFP
37
Action Point Financial Planning
Michigan
$19.1K +$16.8K +283 New
Whittier Trust
38
Whittier Trust
California
$7.32K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$6.72K -$11.9K -200 -67%
Allworth Financial
40
Allworth Financial
California
$4.38K – – –
JP Morgan Chase
41
JP Morgan Chase
New York
$1.27K +$1.13K +19 New
Morgan Stanley
42
Morgan Stanley
New York
$105 – – –
Huntington National Bank
43
Huntington National Bank
Ohio
$67 – – –
Wells Fargo
44
Wells Fargo
California
$36 – – –
PCM
45
Prelude Capital Management
New York
– -$467K -10,000 Closed
I
46
InterCapital
Texas
– -$280K -6,000 Closed
Bogart Wealth LLC
47
Bogart Wealth LLC
Virginia
– -$46.7K -1,000 Closed
Simplex Trading
48
Simplex Trading
Illinois
– -$29.7K -637 Closed
Group One Trading
49
Group One Trading
Illinois
– -$14.7K -315 Closed
PWA
50
Portus Wealth Advisors
North Carolina
– -$9.86K -211 Closed