We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
776
TCV Trust & Wealth Management
Virginia
$696K -$8.04K -104 -1%
VFA
777
Valeo Financial Advisors
Indiana
$695K +$10.7K +139 +2%
HIM
778
Hanlon Investment Management
New Jersey
$693K +$697K +9,015 New
EBSAM
779
Eubel Brady & Suttman Asset Management
Ohio
$692K -$20.4K -264 -3%
SGAM
780
Smith Group Asset Management
Texas
$691K +$696K +9,000 New
FIA
781
Foundations Investment Advisors
Arizona
$691K -$23.8K -308 -3%
MG
782
Mather Group
Illinois
$680K +$19K +246 +3%
BDL
783
Banque de Luxembourg
Luxembourg
$680K +$681K +8,817 New
NP
784
NorthRock Partners
Minnesota
$674K +$9.43K +122 +1%
LWM
785
Lionshead Wealth Management
New York
$674K +$678K +8,775 New
CCM
786
Chilton Capital Management
Texas
$669K +$583K +7,547 +651%
AWA
787
Aaron Wealth Advisors
Illinois
$668K +$63K +815 +10%
CA
788
Clearstead Advisors
Ohio
$663K -$15.1K -196 -2%
AC
789
Addison Capital
Pennsylvania
$663K -$77.6K -1,004 -10%
JWM
790
Jeppson Wealth Management
California
$662K – – –
CIC
791
Crawford Investment Counsel
Georgia
$662K +$309 +4 +0%
BW
792
Basepoint Wealth
Iowa
$661K -$62.1K -804 -9%
CI
793
CX Institutional
Indiana
$660K +$11.8K +153 +2%
GC
794
Gilbert & Cook
Iowa
$660K +$6.72K +87 +1%
TAM
795
Trust Asset Management
Texas
$659K – – –
DTL
796
Dynamic Technology Lab
Singapore
$659K -$749K -9,695 -53%
BHCM
797
Brevan Howard Capital Management
Jersey
$656K +$660K +8,534 New
SWM
798
Spire Wealth Management
Virginia
$653K +$407K +5,270 +163%
SFS
799
Summit Financial Strategies
Ohio
$649K – – –
KCM
800
Kathmere Capital Management
Pennsylvania
$649K +$33.9K +439 +5%
30 31
32
33 34