We are live on ! Find out more
BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1101
IronBridge Private Wealth
Texas
$17K +$17K +296 New
PP
1102
PFS Partners
New Jersey
$16.4K +$16.3K +283 New
ADL
1103
Asset Dedication LLC
California
$13K -$6.61K -115 -34%
BWL
1104
Bogart Wealth LLC
Virginia
$13K – – –
MPWT
1105
MassMutual Private Wealth & Trust
Connecticut
$13K +$1.21K +21 +11%
BFG
1106
Baron Financial Group
New Jersey
$12.1K – – –
FCB
1107
First Command Bank
Texas
$12K – – –
HFA
1108
HC Financial Advisors
California
$12K – – –
LF
1109
Lee Financial
Texas
$12K – – –
VRM
1110
Vectors Research Management
New York
$12K – – –
LFG
1111
Larson Financial Group
Missouri
$12K +$8.74K +152 +292%
DHGWA
1112
Dixon Hughes Goodman Wealth Advisors
North Carolina
$12K +$11.5K +200 New
TAM
1113
Tucker Asset Management
Colorado
$11.6K – – –
PB
1114
Pinnacle Bancorp
Nebraska
$11K – – –
TCM
1115
Tradewinds Capital Management
Washington
$11K – – –
TIM
1116
Tortoise Investment Management
New York
$10K – – –
DFCM
1117
Dark Forest Capital Management
Puerto Rico
$10K +$10.1K +175 New
WBC
1118
West Branch Capital
Massachusetts
$10K +$10.4K +180 New
RWM
1119
Raffa Wealth Management
District of Columbia
$9.76K – – –
IBOK
1120
Independence Bank of Kentucky
Kentucky
$9K – – –
CFD
1121
Creative Financial Designs
Indiana
$9K +$58 +1 +0.6%
TIM
1122
Tevis Investment Management
Texas
$9K +$9.09K +158 New
GLLW
1123
Graves Light Lenhart Wealth
Virginia
$8K – – –
HCP
1124
Hexagon Capital Partners
Arkansas
$8K +$5.46K +95 +194%
CI Investments Inc
1125
CI Investments Inc
Ontario, Canada
$6K – – –