We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
801
Prio Wealth Limited Partnership
Massachusetts
$248K +$55.1K +1,236 +27%
UM
802
UniSuper Management
Australia
$247K +$13.4K +300 +5%
WPW
803
Waldron Private Wealth
Pennsylvania
$247K -$9.76K -219 -4%
PFS
804
Prospera Financial Services
Texas
$244K +$53.1K +1,193 +26%
AWM
805
Accurate Wealth Management
Florida
$242K +$248K +5,569 New
PWM
806
Perigon Wealth Management
California
$236K +$247K +5,543 New
AI
807
Accredited Investors
Minnesota
$236K -$43.1K -967 -15%
FNT
808
First Nebraska Trust
Nebraska
$235K – – –
CWA
809
CM Wealth Advisors
Ohio
$232K +$223K +5,000 New
CWS
810
Confluence Wealth Services
Pennsylvania
$232K +$45 +1 +0%
IAA
811
Independent Advisor Alliance
North Carolina
$232K -$36.8K -826 -13%
FCM
812
Firestone Capital Management
Florida
$231K – – –
MG
813
Meritage Group
California
$230K -$45.6K -1,023 -16%
MIM
814
Meridiem Investment Management
United Kingdom
$230K – – –
STA
815
Summit Trail Advisors
New York
$230K +$29K +652 +14%
KA
816
Kovack Advisors
Florida
$229K -$12.3K -277 -5%
MGIA
817
Moneta Group Investment Advisors
Missouri
$229K -$15.9K -357 -6%
HCM
818
Hutchinson Capital Management
California
$227K -$668 -15 -0.3%
MCA
819
Martin Capital Advisors
Texas
$227K -$27.2K -610 -10%
RP
820
Riverwater Partners
Wisconsin
$226K – – –
PCMC
821
Paragon Capital Management (Colorado)
Colorado
$225K -$10.7K -241 -4%
KCM
822
Kathmere Capital Management
Pennsylvania
$224K +$22.5K +504 +11%
UB
823
UMB Bank
Missouri
$222K -$3.39K -76 -1%
GWM
824
Geneos Wealth Management
Colorado
$221K +$2.63K +59 +1%
BEAM
825
Baker Ellis Asset Management
Washington
$221K – – –
31 32
33
34 35