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ProShares Ultra Financials

Name Holding Trade Value Shares
Change
Change in
Stake
Savant Capital
26
Savant Capital
Illinois
$374K – – –
Truist Financial
27
Truist Financial
North Carolina
$357K – – –
Lido Advisors
28
Lido Advisors
California
$351K – – –
LCM
29
Lazari Capital Management
California
$348K – – –
LPL Financial
30
LPL Financial
California
$314K +$43.7K +452 +17%
Sanctuary Advisors
31
Sanctuary Advisors
Indiana
$301K +$193 +2 +0.1%
UAG
32
United Advisor Group
Ohio
$298K +$291K +3,005 New
Private Advisor Group
33
Private Advisor Group
New Jersey
$298K – – –
SCM
34
Sollinda Capital Management
Florida
$286K – – –
JJBC
35
James J. Burns & Company
New York
$284K – – –
Great Valley Advisor Group
36
Great Valley Advisor Group
Delaware
$274K +$773 +8 +0.3%
Kestra Advisory Services
37
Kestra Advisory Services
Texas
$262K +$483 +5 +0.2%
Goldman Sachs
38
Goldman Sachs
New York
$252K – – –
LTL
39
Lowery Thomas LLC
California
$245K +$1.06K +11 +0.4%
Glenmede Investment Management
40
Glenmede Investment Management
Pennsylvania
$244K – – –
Summit Financial
41
Summit Financial
New Jersey
$232K +$967 +10 +0.4%
Corient Private Wealth
42
Corient Private Wealth
Florida
$228K +$223K +2,302 New
PGWM
43
Parisi Gray Wealth Management
New Jersey
$225K -$42.5K -440 -16%
BRWA
44
B. Riley Wealth Advisors
Florida
$224K +$870 +9 +0.4%
Quantinno Capital Management
45
Quantinno Capital Management
New York
$224K +$218K +2,256 New
RPWA
46
Regent Peak Wealth Advisors
Georgia
$224K +$218K +2,256 New
HIA
47
Harbor Investment Advisory
Maryland
$208K – – –
SWM
48
Sculati Wealth Management
Michigan
$208K – – –
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$173K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$149K – – –