We are live on ! Find out more
BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
526
Vivid Wealth Management
Iowa
$2.8M -$515K -5,048 -16%
GDP
527
Great Diamond Partners
Maine
$2.8M +$78.9K +774 +3%
SC
528
Savant Capital
Illinois
$2.79M +$70.2K +688 +3%
PS
529
Principal Securities
Iowa
$2.79M -$643K -6,301 -20%
CIA
530
Concurrent Investment Advisors
Florida
$2.79M -$587K -5,752 -18%
TIAA Trust, National Association
531
TIAA Trust, National Association
North Carolina
$2.78M +$21.9K +215 +0.9%
CCA
532
Cobblestone Capital Advisors
New York
$2.74M +$22.1K +217 +0.9%
GGS
533
Galvin Gaustad & Stein
Arizona
$2.72M -$420K -4,115 -14%
BMO
534
Beck Mack & Oliver
New York
$2.7M -$110K -1,080 -4%
OIA
535
OneDigital Investment Advisors
Kansas
$2.7M +$28.9K +283 +1%
FWCM
536
Ferguson Wellman Capital Management
Oregon
$2.7M +$9.79K +96 +0.4%
DCM
537
Davis Capital Management
Florida
$2.67M +$2.5M +24,490 New
STA
538
Summit Trail Advisors
New York
$2.65M +$685K +6,712 +38%
CA
539
Commerzbank Aktiengesellschaft
Germany
$2.64M +$741K +7,269 +43%
AWM
540
Axxcess Wealth Management
California
$2.63M +$533K +5,225 +28%
ECM
541
Evergreen Capital Management
Washington
$2.63M -$46.7K -458 -2%
CAM
542
Carret Asset Management
New York
$2.62M +$75.6K +741 +3%
PPWP
543
Premier Path Wealth Partners
New Jersey
$2.61M +$6.42K +63 +0.3%
HFA
544
Hutchinson Financial Advisors
Virginia
$2.61M +$60.8K +596 +3%
DAS
545
Dynamic Advisor Solutions
Arizona
$2.6M +$48K +471 +2%
CCM
546
Coldstream Capital Management
Washington
$2.6M +$518K +5,075 +27%
NP
547
Nilsine Partners
Colorado
$2.59M +$817K +8,006 +51%
SWP
548
Stratos Wealth Partners
Ohio
$2.56M +$860K +8,432 +56%
TMAM
549
Tokio Marine Asset Management
Japan
$2.56M +$11.7K +115 +0.5%
PCM
550
Polymer Capital Management
New York
$2.55M -$732K -7,176 -23%