We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1126
Perpetual Ltd
Australia
$460K +$112K +940 +32%
UAG
1127
United Advisor Group
Ohio
$460K -$7.02K -59 -1%
BTW
1128
Boston Trust Walden
Massachusetts
$456K – – –
HTC
1129
Haverford Trust Company
Pennsylvania
$455K +$81.6K +686 +22%
WRPWM
1130
Werba Rubin Papier Wealth Management
California
$453K +$454K +3,816 New
KW
1131
Keyvantage Wealth
Pennsylvania
$451K -$1.67K -14 -0.4%
NG
1132
Norden Group
Utah
$451K +$38.4K +323 +9%
AWC
1133
Abundance Wealth Counselors
Pennsylvania
$449K +$98.8K +831 +28%
SEIA
1134
Signature Estate & Investment Advisors
California
$448K +$136K +1,147 +44%
WA
1135
Waddell & Associates
Tennessee
$447K +$11.9K +100 +3%
SIA
1136
Sage Investment Advisers
New York
$446K +$1.19K +10 +0.3%
LFA
1137
Legacy Financial Advisors
Kentucky
$444K -$43.4K -365 -9%
QWP
1138
Quotient Wealth Partners
Texas
$443K +$15.5K +130 +4%
HAS
1139
HBW Advisory Services
California
$443K -$38.3K -322 -8%
BA
1140
Bridgewater Advisors
New York
$442K -$9.99K -84 -2%
KIA
1141
KCM Investment Advisors
California
$440K +$44.5K +374 +11%
WCP
1142
Welch Capital Partners
New York
$439K – – –
MHC
1143
Meyer Handelman Company
New York
$438K – – –
LAM
1144
L2 Asset Management
Massachusetts
$438K +$14.6K +123 +3%
RWPA
1145
Richard W. Paul & Associates
Michigan
$438K -$145K -1,216 -25%
KF
1146
Krilogy Financial
Missouri
$438K -$19.9K -167 -5%
TWM
1147
Troutman Wealth Management
Pennsylvania
$438K +$1.9K +16 +0.4%
PCA
1148
Peddock Capital Advisors
Massachusetts
$438K – – –
BHC
1149
Bull Harbor Capital
Maryland
$437K +$438K +3,685 New
TCBWMS
1150
Texas Capital Bank Wealth Management Services
Texas
$437K +$15.2K +128 +4%
44 45
46
47 48