We are live on ! Find out more
BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
926
Carson Wealth (CWM LLC)
Nebraska
$22K +$15.7K +349 +284%
CHP
927
Cable Hill Partners
Oregon
$21K +$5.01K +111 +34%
TFO
928
Tarbox Family Office
California
$20K -$496 -11 -3%
PFS
929
Physicians Financial Services
North Carolina
$20K – – –
SAM
930
Shamrock Asset Management
Texas
$20K – – –
CBT
931
Central Bank & Trust
Kentucky
$19K – – –
KLWA
932
Kelly Lawrence W & Associates
California
$19K – – –
PCFFS
933
Pacific Center for Financial Services
California
$19K +$18.3K +406 New
SIM
934
Sonora Investment Management
Arizona
$19K +$18K +400 New
MWM
935
Mascoma Wealth Management
New Hampshire
$18K +$16.9K +375 New
FCB
936
First Command Bank
Texas
$17K +$16.2K +359 New
FCFS
937
First Command Financial Services
Texas
$17K +$16.2K +359 New
SIG
938
Stanford Investment Group
California
$15K – – –
AIM
939
Advantage Investment Management
Iowa
$14K – – –
SHJ
940
Sharkey, Howes & Javer
Colorado
$14K – – –
MSFP
941
Mark Sheptoff Financial Planning
Connecticut
$14K +$13.5K +300 New
OFW
942
Omnia Family Wealth
Florida
$14K +$13.7K +303 New
IPC
943
Independent Portfolio Consultants
Florida
$12K +$767 +17 +7%
VFA
944
Virtus Fund Advisers
Connecticut
$11K – – –
WA
945
WealthTrust-Arizona
Arizona
$10K – – –
IWM
946
IHT Wealth Management
Illinois
$10K +$9.06K +201 New
IP
947
Intellectus Partners
California
$10K +$9.34K +207 New
JAM
948
Jolley Asset Management
North Carolina
$9K – – –
TCM
949
Tradewinds Capital Management
Washington
$9K – – –
KKAMG
950
Kernodle & Katon Asset Management Group
Arkansas
$9K +$677 +15 +9%