We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1026
Revisor Wealth Management
Ohio
$568K +$264K +2,383 +98%
AC
1027
Avestar Capital
New York
$568K -$6.86K -62 -1%
AR
1028
Apeiron RIA
Texas
$564K +$8.08K +73 +2%
EP
1029
Essential Partners
California
$564K +$78.7K +711 +17%
NLP
1030
Next Level Private
New York
$563K +$7.75K +70 +1%
IIM
1031
Ironwood Investment Management
Massachusetts
$563K – – –
DWT
1032
Dorsey & Whitney Trust
South Dakota
$559K +$1.44K +13 +0.3%
NB
1033
Northwest Bancshares
Pennsylvania
$555K – – –
WBG
1034
Wharton Business Group
Pennsylvania
$555K – – –
CCG
1035
Catalina Capital Group
California
$551K +$1.55K +14 +0.3%
AG
1036
Algert Global
California
$551K +$526K +4,750 New
AC
1037
Addison Capital
Pennsylvania
$551K +$111 +1 +0%
FMLI
1038
Fukoku Mutual Life Insurance
Japan
$550K -$80.3K -726 -13%
WSC
1039
Wellington Shields & Co
New York
$550K – – –
CAM
1040
Cidel Asset Management
Ontario, Canada
$549K -$41.8K -378 -7%
KCP
1041
Kera Capital Partners
California
$549K +$56.5K +511 +13%
BG
1042
Bahl & Gaynor
Ohio
$549K – – –
AC
1043
Apella Capital
Connecticut
$546K +$8.63K +78 +2%
IIM
1044
Invariant Investment Management
Pennsylvania
$545K +$506K +4,577 New
JWA
1045
JFS Wealth Advisors
Pennsylvania
$544K -$6.2K -56 -1%
JCM
1046
Janney Capital Management
Pennsylvania
$543K – – –
PI
1047
PFG Investments
New York
$541K -$5.31K -48 -1%
QC
1048
Quent Capital
New York
$540K +$15K +136 +3%
QLSGSCF
1049
Quent Long Short Global Small Cap Fund
New York
$540K +$515K +4,652 New
AAS
1050
AdviceOne Advisory Services
Connecticut
$535K -$4.54K -41 -0.9%
40 41
42
43 44