We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
1176
Rehmann Capital Advisory Group
Michigan
$274K +$255K +3,006 New
MW
1177
Maia Wealth
Colorado
$273K -$61.7K -727 -20%
CCMG
1178
Clark Capital Management Group
Pennsylvania
$273K +$48.4K +570 +24%
FFA
1179
Fragasso Financial Advisors
Pennsylvania
$270K +$251K +2,959 New
BWP
1180
Balboa Wealth Partners
Arizona
$269K +$251K +2,951 New
OPPS
1181
Obsidian Personal Planning Solutions
Maryland
$268K -$425 -5 -0.2%
MC
1182
Matisse Capital
Oregon
$268K – – –
LNB
1183
Ledyard National Bank
$268K -$36.7K -432 -13%
RWP
1184
Revolve Wealth Partners
New Jersey
$268K +$85 +1 +0%
MWM
1185
MinichMacGregor Wealth Management
New York
$267K -$38.9K -458 -14%
VI
1186
Versor Investments
New York
$266K +$248K +2,916 New
SCM
1187
Sage Capital Management
New Jersey
$265K – – –
NSIM
1188
North Star Investment Management
Illinois
$265K -$3.4K -40 -1%
OAM
1189
Oberweis Asset Management
Illinois
$264K -$4.16K -49 -2%
TCM
1190
TD Capital Management
Tennessee
$264K +$50.2K +591 +26%
HCM
1191
Hengehold Capital Management
Ohio
$263K – – –
VAM
1192
Verity Asset Management
North Carolina
$263K +$5.94K +70 +2%
TCWA
1193
Turtle Creek Wealth Advisors
Texas
$262K +$244K +2,873 New
PL
1194
Plancorp LLC
Missouri
$261K +$3.82K +45 +2%
BCM
1195
Brooktree Capital Management
Michigan
$261K +$243K +2,860 New
OWM
1196
Omnitrust Wealth Management
Florida
$260K +$153K +1,800 New
SAA
1197
Southeast Asset Advisors
Georgia
$257K – – –
WRPWM
1198
Werba Rubin Papier Wealth Management
California
$257K -$594 -7 -0.2%
AC
1199
ASB Consultores
Florida
$253K +$6.28K +74 +3%
MSFS
1200
Main Street Financial Solutions
Pennsylvania
$253K +$236K +2,774 New
46 47
48
49 50