We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1301
Washington Trust Advisors
Massachusetts
$303K – – –
PWW
1302
Pettyjohn Wood & White
Virginia
$303K -$5.53K -50 -2%
WF
1303
WoodTrust Financial
Wisconsin
$302K – – –
MWM
1304
Modern Wealth Management
Kansas
$302K -$142K -1,280 -33%
WMS
1305
Wealth Management Strategies
Pennsylvania
$300K +$1.33K +12 +0.5%
WMA
1306
Wealth Management Associates
New Jersey
$299K -$5.53K -50 -2%
AWMG
1307
Alliance Wealth Management Group
New Jersey
$299K – – –
TCM
1308
Towercrest Capital Management
Pennsylvania
$299K – – –
7WCP
1309
71 West Capital Partners
Massachusetts
$299K +$285K +2,575 New
CGL
1310
Clarius Group LLC
Washington
$298K – – –
BIA
1311
Bell Investment Advisors
California
$297K +$443 +4 +0.2%
EFG
1312
Ethos Financial Group
Pennsylvania
$297K -$134K -1,208 -32%
OAM
1313
Oberweis Asset Management
Illinois
$296K -$6.09K -55 -2%
MHIC
1314
Marble Harbor Investment Counsel
Massachusetts
$296K – – –
WP
1315
WealthShield Partners
North Carolina
$294K +$553 +5 +0.2%
MCWA
1316
Meadow Creek Wealth Advisors
Georgia
$294K – – –
EA
1317
Everpar Advisors
Oklahoma
$293K +$279K +2,526 New
WFA
1318
Wellspring Financial Advisors
Ohio
$293K +$279K +2,521 New
JF
1319
JMN Financial
Ohio
$293K +$279K +2,523 New
PFA
1320
Pure Financial Advisors
California
$293K +$25.2K +228 +10%
GVAG
1321
Great Valley Advisor Group
Delaware
$292K +$5.86K +53 +2%
FHC
1322
First Heartland Consultants
Missouri
$292K -$146K -1,317 -34%
ACI
1323
Alpha Cubed Investments
California
$291K – – –
SS
1324
SBI Securities
Japan
$291K +$6.2K +56 +2%
IIL
1325
Insight Inv LLC
California
$290K +$276K +2,498 New
51 52
53
54 55