We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
826
Rossmore Private Capital
Connecticut
$260K – – –
SWM
827
Spire Wealth Management
Virginia
$260K -$8.01K -174 -4%
CFGS
828
Concourse Financial Group Securities
Alabama
$260K +$7.97K +173 +4%
AIM
829
Aspen Investment Management
Michigan
$258K +$228K +4,955 New
BFS
830
Bard Financial Services
Connecticut
$257K – – –
CW
831
CreativeOne Wealth
Kansas
$257K +$227K +4,939 New
FMII
832
Farmers & Merchants Investments Inc
Nebraska
$256K – – –
LFA
833
LGT Financial Advisors
Texas
$256K – – –
MSWM
834
McGlone Suttner Wealth Management
Wisconsin
$255K +$226K +4,905 New
LCC
835
Lincoln Capital Corp
Rhode Island
$255K – – –
EP
836
Edgestream Partners
New Jersey
$255K -$940K -20,405 -81%
EAM
837
Erste Asset Management
Austria
$253K – – –
IIM
838
Ironwood Investment Management
Massachusetts
$252K – – –
HH
839
Hilltop Holdings
Texas
$251K +$222K +4,816 New
CWP
840
Cyndeo Wealth Partners
Florida
$250K +$221K +4,808 New
WBG
841
Wharton Business Group
Pennsylvania
$249K – – –
AFG
842
Atomi Financial Group
New York
$247K +$219K +4,747 New
CIA
843
Covington Investment Advisors
Pennsylvania
$247K – – –
VF
844
Virtu Financial
New York
$247K +$219K +4,748 New
SWA
845
Stratos Wealth Advisors
Ohio
$246K -$17.4K -377 -7%
WI
846
WrapManager Inc
California
$246K -$7.14K -155 -3%
GWM
847
Geneos Wealth Management
Colorado
$246K -$21.6K -469 -9%
GIA
848
GHP Investment Advisors
Colorado
$246K -$15.1K -328 -7%
AC
849
Addison Capital
Pennsylvania
$246K +$217K +4,717 New
WSC
850
Wellington Shields & Co
New York
$245K – – –
32 33
34
35 36