We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
1251
Lee, Danner & Bass
Tennessee
$89.5K +$90K +1,165 New
LI
1252
LRI Investments
Florida
$89K – – –
GCM
1253
Gables Capital Management
Florida
$84.5K – – –
CCA
1254
Catalyst Capital Advisors
New York
$83.6K -$309 -4 -0.4%
CWM
1255
Crowley Wealth Management
Delaware
$83.1K +$83.6K +1,082 New
CYG
1256
Clean Yield Group
Vermont
$80.8K – – –
FFC
1257
First Financial Corp
Indiana
$80.4K +$80.9K +1,047 New
RFS
1258
Richardson Financial Services
Massachusetts
$79.8K +$80K +1,035 New
LFA
1259
Legend Financial Advisors
Pennsylvania
$79.6K – – –
AA
1260
Addison Advisors
Vermont
$77.7K – – –
FCT
1261
First Community Trust
Iowa
$76.8K – – –
TSMHT
1262
Thurston Springer Miller Herd & Titak
Indiana
$76.8K – – –
CIAM
1263
Caitong International Asset Management
Hong Kong
$75.2K +$75.7K +979 New
AWM
1264
AllSquare Wealth Management
New York
$73.6K – – –
AGWCA
1265
Annis Gardner Whiting Capital Advisors
Florida
$71.1K -$56.2K -727 -44%
EPIM
1266
Evelyn Partners Investment Management
$70.3K +$70.7K +915 New
BFPW
1267
BOK Financial Private Wealth
Colorado
$68.8K -$29.5K -382 -30%
FFO
1268
Fortitude Family Office
Arizona
$68.5K +$21.6K +280 +46%
GWP
1269
Gen-Wealth Partners
Michigan
$66.2K -$13.7K -177 -17%
MEG
1270
Millstone Evans Group
Colorado
$64.5K +$64.9K +840 New
PK
1271
Pflug Koory
Nebraska
$61.5K -$6.57K -85 -10%
GBT
1272
Grove Bank & Trust
Florida
$59.9K +$10.4K +135 +21%
SCM
1273
Silvant Capital Management
Georgia
$59.5K – – –
ADL
1274
Asset Dedication LLC
California
$58.1K +$45.2K +585 +342%
BG
1275
Bollard Group
Massachusetts
$58K +$232 +3 +0.4%
49 50
51
52 53