We are live on ! Find out more
BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
876
Pathstone Family Office
New Jersey
$68K +$15.4K +400 +33%
FA
877
Financial Advantage
Maryland
$60K – – –
HFA
878
HC Financial Advisors
California
$59K – – –
BWM
879
Birchcreek Wealth Management
Ohio
$59K +$54.1K +1,408 New
AP
880
Atwood & Palmer
Missouri
$58K – – –
VCG
881
Vantage Consulting Group
Virginia
$56K +$50.8K +1,322 New
HA
882
H2O AM
United Kingdom
$55K -$18.2K -474 -27%
CYG
883
Clean Yield Group
Vermont
$55K – – –
GCM
884
Gables Capital Management
Florida
$55K – – –
BHWM
885
Bay Harbor Wealth Management
Maryland
$54K +$77 +2 +0.2%
SBL
886
Sargent Bickham Lagudis
Colorado
$53K – – –
PCFFS
887
Pacific Center for Financial Services
California
$52K -$1.5K -39 -3%
WB
888
Webster Bank
Connecticut
$51K – – –
AL
889
ADE LLC
Maryland
$51K +$46.1K +1,200 New
CTFG
890
Capstone Triton Financial Group
Oklahoma
$51K +$46.2K +1,202 New
GWS
891
Glassman Wealth Services
Virginia
$50K +$7.57K +197 +20%
GRP
892
Global Retirement Partners
California
$50K +$13.6K +353 +43%
GWM
893
Greenhouse Wealth Management
Connecticut
$50K +$44.9K +1,169 New
CBT
894
CoreFirst Bank & Trust
Kansas
$50K +$44.9K +1,170 New
IAIM
895
International Assets Investment Management
Florida
$50K +$158K +4,109 New
M
896
MOTCO
Texas
$49K – – –
COCM
897
Charter Oak Capital Management
New Hampshire
$49K +$44.3K +1,154 New
CT
898
Caldwell Trust
Florida
$46.9K – – –
AssetMark Inc
899
AssetMark Inc
California
$46K +$1.96K +51 +5%
PWM
900
Perigon Wealth Management
California
$45K +$40.7K +1,061 New