We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
801
IFG Advisors
Missouri
$298K – – –
SF
802
SBK Financial
Virginia
$298K – – –
LA
803
LVW Advisors
New York
$295K -$16.5K -291 -5%
KFP
804
KB Financial Partners
New Jersey
$295K +$47.5K +835 +16%
SIG
805
Spinnaker Investment Group
California
$290K -$54K -950 -15%
LFA
806
Laraway Financial Advisors
Minnesota
$290K – – –
SB
807
Strategic Blueprint
Georgia
$288K +$8.19K +144 +3%
JF
808
Jump Financial
Illinois
$284K +$39.5K +695 +14%
SCM
809
Salem Capital Management
Massachusetts
$283K – – –
CM
810
Columbus Macro
Pennsylvania
$282K -$7.9K -139 -2%
SMC
811
Smith, Moore & Co
Missouri
$282K +$57 +1 +0%
CBT
812
Central Bank & Trust
Kentucky
$282K +$323K +5,683 New
KWM
813
Kingsview Wealth Management
Oregon
$282K +$74.8K +1,315 +30%
MOS
814
MGO One Seven
Ohio
$281K -$6.77K -119 -2%
BAM
815
Berkshire Asset Management
Pennsylvania
$281K -$2.62K -46 -0.8%
FNT
816
First Nebraska Trust
Nebraska
$280K – – –
PFSC
817
Peoples Financial Services Corp
Pennsylvania
$280K -$17.1K -300 -5%
GIA
818
Goodwin Investment Advisory
Georgia
$280K +$321K +5,648 New
SFM
819
Soros Fund Management
New York
$279K – – –
BFPW
820
BOK Financial Private Wealth
Colorado
$279K +$89.8K +1,579 +39%
SKK
821
Shepherd Kaplan Krochuk
Massachusetts
$277K – – –
IFWM
822
Institute for Wealth Management
Colorado
$277K +$318K +5,588 New
BFS
823
Bard Financial Services
Connecticut
$275K – – –
CW
824
CreativeOne Wealth
Kansas
$272K -$60.2K -1,059 -16%
CI
825
Conning Inc
Connecticut
$272K -$31.3K -550 -9%
31 32
33
34 35