We are live on ! Find out more
BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
EP
451
Edgestream Partners
New Jersey
$3.05M +$123K +1,463 +4%
CIP
452
Convergence Investment Partners
Florida
$3.05M -$27.1K -323 -0.9%
CFO
453
Callan Family Office
Pennsylvania
$3.04M -$178K -2,113 -6%
TC
454
Trilogy Capital
California
$3.04M -$315K -3,747 -9%
FM
455
Family Management
New York
$3.03M +$99K +1,178 +3%
CA
456
CSM Advisors
Pennsylvania
$3.03M -$6.31M -75,135 -68%
GIA
457
Gladstone Institutional Advisory
Florida
$3.02M +$1.62M +19,322 +116%
SW
458
SVB Wealth
Massachusetts
$3.01M -$781K -9,288 -21%
FWP
459
Falcon Wealth Planning
California
$2.98M +$3.61K +43 +0.1%
AGC
460
Aspen Grove Capital
Colorado
$2.95M +$4.87K +58 +0.2%
CIA
461
Concurrent Investment Advisors
Florida
$2.94M -$479K -5,694 -14%
NAG
462
Northstar Advisory Group
New Jersey
$2.91M +$2.91M +34,675 New
JIC
463
Joel Isaacson & Co
New York
$2.91M +$92.4K +1,100 +3%
LFM
464
LGT Fund Management
Liechtenstein
$2.9M – – –
Focus Partners Wealth
465
Focus Partners Wealth
Massachusetts
$2.89M +$48.8K +581 +2%
EPIM
466
Evelyn Partners Investment Management
$2.89M +$2.82M +33,500 +3,661%
Connor, Clark & Lunn Investment Management (CC&L)
467
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.87M +$2.87M +34,197 New
BCI
468
Brinker Capital Investments
Pennsylvania
$2.87M +$177K +2,106 +7%
OPS
469
Orion Portfolio Solutions
Nebraska
$2.87M +$177K +2,106 +7%
NMERB
470
New Mexico Educational Retirement Board
New Mexico
$2.85M -$101K -1,200 -3%
DCM
471
Delta Capital Management
New Jersey
$2.83M -$96.6K -1,150 -3%
First Manhattan
472
First Manhattan
New York
$2.83M – – –
MSRPS
473
Maryland State Retirement & Pension System
Maryland
$2.82M -$488K -5,812 -15%
SAM
474
Silvercrest Asset Management
New York
$2.82M +$55.5K +661 +2%
AC
475
Allstate Corporation
Illinois
$2.82M +$1.01M +12,024 +56%