We are live on ! Find out more
BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1151
Ethos Financial Group
Pennsylvania
$436K +$133K +1,118 +44%
SB
1152
Strategic Blueprint
Georgia
$435K +$22.6K +190 +5%
BFA
1153
Brendel Financial Advisors
New Hampshire
$432K -$10.1K -85 -2%
LSA
1154
Leonteq Securities AG
Switzerland
$431K -$59.7K -502 -12%
EFG
1155
Everhart Financial Group
Ohio
$428K +$68.5K +576 +19%
TPCM
1156
Templeton & Phillips Capital Management
Tennessee
$427K – – –
TW
1157
TritonPoint Wealth
Maryland
$426K -$4.16K -35 -1%
PP
1158
PDS Planning
Ohio
$426K -$10.1K -85 -2%
DE
1159
Diversified Enterprises
Delaware
$425K +$69.4K +584 +19%
IAIM
1160
International Assets Investment Management
Florida
$424K +$3.45K +29 +0.2%
SVWAG
1161
Sound View Wealth Advisors Group
Georgia
$424K -$1.55K -13 -0.4%
CBA
1162
Coastal Bridge Advisors
Connecticut
$423K +$44.4K +373 +12%
CI Investments Inc
1163
CI Investments Inc
Ontario, Canada
$421K -$36.4K -306 -8%
APM
1164
a16z Perennial Management
California
$421K – – –
LFA
1165
Laraway Financial Advisors
Minnesota
$418K -$47.4K -399 -10%
HI
1166
Hudock Inc
Pennsylvania
$418K – – –
KFC
1167
Klingenstein Fields & Co
New York
$417K -$1.47M -12,333 -78%
FA
1168
FDx Advisors
Illinois
$416K -$58.3K -490 -12%
MMA
1169
Miracle Mile Advisors
California
$415K +$21.2K +178 +5%
RMDI
1170
R.M. Davis Inc
Maine
$412K +$80.3K +675 +24%
FFA
1171
Fragasso Financial Advisors
Pennsylvania
$410K -$66.1K -556 -14%
MA
1172
MONECO Advisors
Connecticut
$408K -$476 -4 -0.1%
SDWMA
1173
Schneider Downs Wealth Management Advisors
Pennsylvania
$407K -$1.07K -9 -0.3%
FNBOMD
1174
First National Bank of Mount Dora
Florida
$407K +$408K +3,432 New
DBRC
1175
D.B. Root & Company
Pennsylvania
$407K +$408K +3,430 New