We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
851
Crawford Investment Counsel
Georgia
$1.02M -$1.19K -10 -0.1%
DWP
852
Daymark Wealth Partners
Ohio
$1.02M +$518K +4,353 +103%
UFF
853
USA Financial Formulas
Michigan
$1.02M +$127K +1,064 +14%
WQ
854
Wealth Quarterback
New Jersey
$1.01M +$25.6K +215 +3%
WOSD
855
WFA of San Diego
California
$1.01M – – –
QI
856
Qtron Investments
Massachusetts
$1.01M – – –
SFS
857
Summit Financial Strategies
Ohio
$1.01M – – –
EWA
858
EP Wealth Advisors
California
$1.01M -$112K -943 -10%
TTWM
859
TCV Trust & Wealth Management
Virginia
$1M -$26.9K -226 -3%
MGIA
860
Moneta Group Investment Advisors
Missouri
$1M +$12.6K +106 +1%
RRA
861
Round Rock Advisors
Connecticut
$998K -$119K -1,000 -11%
MCM
862
Manchester Capital Management
Vermont
$998K +$71.5K +601 +8%
SAM
863
Smartleaf Asset Management
Massachusetts
$987K +$43.4K +365 +4%
HPC
864
HM Payson & Co
Maine
$986K -$43.4K -365 -4%
TMC
865
Themes Management Co
Connecticut
$982K -$38.8K -326 -4%
CTC
866
Central Trust Company
Missouri
$982K +$243K +2,043 +33%
HIA
867
Harbor Investment Advisory
Maryland
$980K -$14.2K -119 -1%
VCM
868
Versant Capital Management
Arizona
$974K +$204K +1,716 +26%
HIP
869
HUB Investment Partners
Texas
$970K +$275K +2,312 +39%
SGI
870
Summit Global Investments
Utah
$970K -$535K -4,498 -35%
JWM
871
Jeppson Wealth Management
California
$970K -$32.6K -274 -3%
AC
872
Apella Capital
Connecticut
$965K +$290K +2,442 +52%
OWA
873
Outlook Wealth Advisors
Texas
$960K -$55.8K -469 -5%
TAM
874
Trust Asset Management
Texas
$958K – – –
CCA
875
Checchi Capital Advisers
California
$957K +$102K +860 +12%
33 34
35
36 37