We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1101
Exencial Wealth Advisors
Oklahoma
$409K +$15.7K +154 +4%
BAAM
1102
Baker Avenue Asset Management
California
$409K +$120K +1,172 +45%
EW
1103
Evoke Wealth
California
$408K +$67K +657 +21%
WCP
1104
Welch Capital Partners
New York
$403K – – –
MHC
1105
Meyer Handelman Company
New York
$403K – – –
PCA
1106
Peddock Capital Advisors
Massachusetts
$402K -$25.3K -248 -6%
ILI
1107
Invesco LLC (Illinois)
Illinois
$398K +$56.9K +558 +18%
APM
1108
a16z Perennial Management
California
$397K +$372K +3,647 New
SMA
1109
Seven Mile Advisory
New Jersey
$397K +$372K +3,646 New
QWP
1110
Quotient Wealth Partners
Texas
$397K -$19.3K -189 -5%
CM
1111
Columbus Macro
Pennsylvania
$396K -$22.9K -225 -6%
DC
1112
Diametric Capital
Massachusetts
$395K +$370K +3,629 New
TPCM
1113
Templeton & Phillips Capital Management
Tennessee
$392K – – –
SFS
1114
Stiles Financial Services
Minnesota
$392K +$367K +3,598 New
DWM
1115
Drive Wealth Management
Utah
$390K +$9.38K +92 +3%
AIM
1116
Aigen Investment Management
New York
$390K -$345K -3,380 -49%
NAM
1117
NorthCrest Asset Manangement
Minnesota
$389K +$371K +3,638 New
IAN
1118
Integrated Advisors Network
Texas
$386K -$8.46K -83 -2%
OL
1119
Optas LLC
Texas
$386K +$16.3K +160 +5%
HI
1120
Hudock Inc
Pennsylvania
$384K – – –
BWM
1121
BlackDiamond Wealth Management
New York
$384K +$918 +9 +0.3%
BFWM
1122
Bright Futures Wealth Management
New York
$381K +$357K +3,500 New
SB
1123
Strategic Blueprint
Georgia
$380K +$21.8K +214 +7%
HVIA
1124
Hudson Valley Investment Advisors
New York
$380K – – –
LA
1125
LM Advisors
California
$379K – – –
43 44
45
46 47