We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1201
Relyea Zuckerberg Hanson
Connecticut
$374K -$10.7K -97 -3%
GWM
1202
Gilpin Wealth Management
Colorado
$374K +$357K +3,223 New
KSB
1203
Kennebec Savings Bank
Maine
$373K – – –
FCIM
1204
Fairview Capital Investment Management
California
$373K +$775 +7 +0.2%
ESB
1205
Essex Savings Bank
Connecticut
$373K +$553 +5 +0.2%
MIC
1206
Meridian Investment Counsel
California
$371K – – –
RP
1207
Rice Partnership
Hawaii
$371K – – –
CBA
1208
Coastal Bridge Advisors
Connecticut
$370K +$136K +1,231 +63%
CWM
1209
Calamos Wealth Management
Illinois
$369K +$12.5K +113 +4%
PCM
1210
Prelude Capital Management
New York
$368K +$35.1K +317 +11%
RC
1211
Roundview Capital
New Jersey
$367K +$78.3K +708 +29%
OKSA
1212
O'Keefe Stevens Advisory
New York
$366K – – –
HTC
1213
Haverford Trust Company
Pennsylvania
$366K -$2.1K -19 -0.6%
SP
1214
Stablepoint Partners
Massachusetts
$365K – – –
IIC
1215
Ironwood Investment Counsel
Arizona
$365K +$1.22K +11 +0.4%
QL
1216
Quarry LP
New York
$364K -$19.6K -177 -5%
MIM
1217
Marco Investment Management
Georgia
$363K – – –
VEA
1218
Virtus ETF Advisers
New York
$362K -$135K -1,219 -28%
BB
1219
Busey Bank
Illinois
$362K +$345K +3,115 New
TFA
1220
Trinity Financial Advisors
Ohio
$361K – – –
WC
1221
Waterloo Capital
Texas
$360K +$88.5K +800 +35%
WAP
1222
Wealthcare Advisory Partners
Pennsylvania
$359K +$116K +1,045 +51%
BHBT
1223
Burke & Herbert Bank & Trust
Virginia
$359K – – –
SP
1224
SmartHarvest Portfolios
Washington
$357K +$340K +3,077 New
DJSG
1225
D.J. St. Germain
Massachusetts
$353K – – –
47 48
49
50 51