We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
701
Nilsine Partners
Colorado
$926K +$212K +2,746 +30%
DC
702
Davenport & Co
Virginia
$926K +$105K +1,364 +13%
MSA
703
MUFG Securities Americas
New York
$925K +$931K +12,045 New
CRI
704
Commonwealth Retirement Investments
Virginia
$924K -$309 -4 -0%
FCBT
705
First Citizens Bank & Trust
North Carolina
$924K -$123K -1,593 -12%
TFA
706
Transamerica Financial Advisors
Florida
$922K -$159K -2,056 -15%
CW
707
CreativeOne Wealth
Kansas
$918K +$230K +2,974 +33%
AFG
708
Allegheny Financial Group
Pennsylvania
$917K +$232 +3 +0%
RCM
709
Raleigh Capital Management
North Carolina
$913K -$190K -2,462 -17%
1IA
710
1834 Investment Advisors
Wisconsin
$910K – – –
AIP
711
Almanack Investment Partners
Pennsylvania
$907K +$5.57K +72 +0.6%
VT
712
Vise Technologies
New York
$907K +$223K +2,880 +32%
OWA
713
Outlook Wealth Advisors
Texas
$904K -$6.72K -87 -0.7%
AIM
714
Aspen Investment Management
Michigan
$903K +$12.4K +160 +1%
SIA
715
Strategic Investment Advisors
Michigan
$903K -$107K -1,379 -11%
HH
716
Hilltop Holdings
Texas
$898K +$211K +2,727 +30%
BIAS
717
Beacon Investment Advisory Services
New Jersey
$896K -$42.8K -554 -5%
AAP
718
Arax Advisory Partners
Colorado
$893K +$820K +10,615 +1,058%
WQ
719
Wealth Quarterback
New Jersey
$891K +$27.6K +357 +3%
FIM
720
Fruth Investment Management
Texas
$883K – – –
IAA
721
Independent Advisor Alliance
North Carolina
$883K +$457K +5,915 +106%
AFCM
722
Applied Finance Capital Management
Puerto Rico
$880K -$81.4K -1,053 -8%
KFSC
723
Keystone Financial Services (Colorado)
Colorado
$880K +$22.2K +287 +3%
SF
724
Summit Financial
New Jersey
$875K +$46.9K +607 +6%
GIA
725
Goodwin Investment Advisory
Georgia
$872K – – –
27 28
29
30 31