We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
851
Kathmere Capital Management
Pennsylvania
$969K +$23.5K +212 +3%
GWMR
852
GC Wealth Management RIA
Massachusetts
$967K -$210K -1,900 -19%
WQ
853
Wealth Quarterback
New Jersey
$966K +$19.9K +180 +2%
WPC
854
Wedmont Private Capital
Pennsylvania
$963K +$21.8K +197 +3%
CNBT
855
Canandaigua National Bank & Trust
New York
$962K -$60.9K -550 -6%
SAM
856
Smartleaf Asset Management
Massachusetts
$959K +$167K +1,510 +23%
SA
857
Sovran Advisors
California
$958K -$98.4K -889 -10%
FAM
858
Formidable Asset Management
Ohio
$956K +$645K +5,830 +198%
WDC
859
Woodward Diversified Capital
California
$940K +$66.2K +598 +8%
FFS
860
Founders Financial Securities
Maryland
$939K +$22.4K +202 +3%
PWPS
861
Pinnacle Wealth Planning Services
Ohio
$938K +$27.8K +251 +3%
TAM
862
Trust Asset Management
Texas
$937K -$34.9K -315 -4%
CSC
863
Caldwell Sutter Capital
California
$922K – – –
PTC
864
Private Trust Company
Ohio
$921K +$50.7K +458 +6%
BIG
865
Builder Investment Group
Georgia
$918K – – –
LA
866
LVW Advisors
New York
$914K -$261K -2,355 -23%
HI
867
Hendershot Investments
Virginia
$914K – – –
FNB
868
Farmers National Bank
Kentucky
$911K – – –
MFIM
869
Mesirow Financial Investment Management
Illinois
$910K -$302K -2,726 -26%
NWWA
870
New Wave Wealth Advisors
Arkansas
$910K +$30.9K +279 +4%
NFG
871
Nations Financial Group
Iowa
$907K -$55.5K -502 -6%
MCM
872
Manchester Capital Management
Vermont
$907K -$18.9K -171 -2%
FAMI
873
Fideuram Asset Management (Ireland)
$905K +$1.14M +10,324 New
HFM
874
Harvest Fund Management
China
$904K – – –
DS
875
DRW Securities
Illinois
$899K -$2.47M -22,300 -74%
33 34
35
36 37