Arkadios Wealth Advisors - NEWTEK BUSINESS SVCS CORP ownership

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of NEWTEK BUSINESS SVCS CORP
ValueSharesWeighting
Q3 2023$728,422
-12.8%
49,385
-6.0%
0.07%
-28.9%
Q2 2023$835,159
+32.1%
52,526
+6.4%
0.10%
+29.3%
Q1 2023$632,034
-25.4%
49,378
-5.2%
0.08%
-33.0%
Q4 2022$846,766
+12.0%
52,109
+12.5%
0.11%
-2.6%
Q3 2022$756,000
-11.5%
46,328
+2.7%
0.12%
-9.4%
Q2 2022$854,000
-27.1%
45,091
+2.7%
0.13%
-17.5%
Q1 2022$1,172,000
+0.9%
43,891
+4.5%
0.15%0.0%
Q4 2021$1,161,000
-15.6%
42,009
-15.4%
0.15%
-22.2%
Q3 2021$1,376,000
-12.2%
49,653
+10.6%
0.20%
+3.7%
Q2 2021$1,567,000
+33.2%
44,875
+1.9%
0.19%
-1.5%
Q1 2021$1,176,000
+33.6%
44,050
-1.5%
0.19%
+4.9%
Q4 2020$880,000
-99.8%
44,726
+6.7%
0.18%
-47.6%
Q1 2020$553,638,000
-26.2%
41,911
+17.7%
0.35%
-21.4%
Q4 2019$750,006,00035,5960.45%
Other shareholders
NEWTEK BUSINESS SVCS CORP shareholders Q4 2023
NameSharesValueWeighting ↓
BARD ASSOCIATES INC 677,760$12,585,0001.33%
Azora Capital LP 186,214$3,458,0000.44%
Founders Financial Alliance, LLC 33,509$621,0000.37%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 54,225$1,007,0000.25%
Axiom Investment Management LLC 10,172$188,0000.21%
MCKINLEY CAPITAL MANAGEMENT LLC 147,218$2,734,0000.21%
Bramshill Investments, LLC 78,468$1,457,0000.20%
Ahrens Investment Partners LLC 10,200$189,0000.13%
West Family Investments, Inc. 17,971$334,0000.12%
Advisors Asset Management, Inc. 259,771$4,824,0000.09%
View complete list of NEWTEK BUSINESS SVCS CORP shareholders