We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1051
Martin Capital Advisors
Texas
$535K – – –
EW
1052
Evoke Wealth
California
$533K +$93.2K +842 +22%
JCIA
1053
Jackson Creek Investment Advisors
Colorado
$531K -$3.54K -32 -0.7%
BGAI
1054
Bruce G. Allen Investments
Colorado
$531K -$996 -9 -0.2%
CWP
1055
Cyndeo Wealth Partners
Florida
$531K – – –
SC
1056
Sepio Capital
Utah
$531K +$40.7K +368 +9%
PCIA
1057
Prime Capital Investment Advisors
Kansas
$528K +$1.55K +14 +0.3%
DWM
1058
Drive Wealth Management
Utah
$525K +$104K +942 +26%
ICM
1059
Intrepid Capital Management
Florida
$524K – – –
CFM
1060
Catalyst Funds Management
Australia
$522K -$597K -5,400 -55%
PCS
1061
Personal CFO Solutions
New Jersey
$522K +$11.2K +101 +2%
MBI
1062
May Barnhard Investments
Maryland
$521K -$7.75K -70 -2%
FCH
1063
Freestone Capital Holdings
Washington
$518K +$12.4K +112 +3%
AWM
1064
Angeles Wealth Management
California
$518K +$73.1K +661 +17%
JFA
1065
JNBA Financial Advisors
Minnesota
$514K +$26.6K +240 +6%
VIP
1066
Vista Investment Partners
Oklahoma
$514K -$1.44K -13 -0.3%
LFG
1067
Larson Financial Group
Missouri
$513K -$77.6K -701 -14%
RDFA
1068
Ritter Daniher Financial Advisory
Ohio
$512K +$6.31K +57 +1%
BWCS
1069
Beirne Wealth Consulting Services
Connecticut
$511K -$305K -2,754 -38%
OBGC
1070
O'Brien Greene & Co
Pennsylvania
$510K – – –
CA
1071
Claro Advisors
Massachusetts
$509K +$2.66K +24 +0.6%
PFW
1072
Petros Family Wealth
Minnesota
$508K +$25.4K +230 +6%
MFC
1073
Mechanics Financial Corp
Ohio
$507K +$38.7K +350 +9%
AHL
1074
Abel Hall LLC
Louisiana
$507K +$232K +2,095 +92%
SA
1075
Strategic Advisors
New York
$506K -$3.76K -34 -0.8%
41 42
43
44 45