We are live on ! Find out more
BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
FA
526
FDx Advisors
Illinois
$966K +$68.7K +1,602 +8%
CM
527
Capula Management
Cayman Islands
$964K +$908K +21,180 New
RIL
528
Rothschild Investment LLC
Illinois
$961K -$147K -3,418 -14%
LOIP
529
Live Oak Investment Partners
Texas
$957K – – –
LWAM
530
Legacy Wealth Asset Management
Minnesota
$956K +$11.4K +266 +1%
HPM
531
Hudson Portfolio Management
New York
$954K – – –
William Blair & Company
532
William Blair & Company
Illinois
$950K -$13K -302 -1%
VDI
533
Vaughan David Investments
Illinois
$949K -$115K -2,693 -11%
I
534
InceptionR
California
$949K +$894K +20,846 New
DCM
535
Dupont Capital Management
Delaware
$944K +$844K +19,673 +1,844%
EF
536
Empirical Finance
Pennsylvania
$936K +$65.3K +1,522 +8%
Pacer Advisors
537
Pacer Advisors
Pennsylvania
$925K +$807K +18,815 +1,255%
KFC
538
Klingenstein Fields & Co
New York
$920K -$670K -15,622 -44%
DLHL
539
Donald L. Hagan LLC
Florida
$914K +$204K +4,761 +31%
MWM
540
Mission Wealth Management
California
$909K +$28K +653 +3%
FIA
541
Foundations Investment Advisors
Arizona
$901K +$232K +5,411 +38%
ACS
542
Archford Capital Strategies
Illinois
$900K -$21.6K -503 -2%
SPC
543
Sigma Planning Corp
Michigan
$897K +$58.4K +1,361 +7%
BL
544
Balentine LLC
Georgia
$892K -$189K -4,410 -18%
AAM
545
Advisors Asset Management
Colorado
$890K +$147K +3,420 +21%
BAM
546
Belpointe Asset Management
Nevada
$886K +$31.8K +742 +4%
BC
547
Bartlett & Co
Ohio
$884K -$901 -21 -0.1%
BCWM
548
Bartlett & Co Wealth Management
Ohio
$884K -$901 -21 -0.1%
UCFA
549
United Capital Financial Advisors
Texas
$881K +$178K +4,150 +27%
BCV
550
Banque Cantonale Vaudoise
Switzerland
$878K – – –