We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1351
Plancorp LLC
Missouri
$273K -$52.1K -471 -17%
JTWM
1352
Jackson Thornton Wealth Management
Alabama
$271K +$22.5K +203 +10%
PB
1353
Prosperity Bancshares
Texas
$269K +$257K +2,320 New
RWP
1354
Ridgecrest Wealth Partners
California
$268K +$2.32K +21 +0.9%
SFC
1355
SYM Financial Corp
Indiana
$268K +$15K +136 +6%
LAM
1356
LOM Asset Management
$268K -$2.21K -20 -0.9%
EBWM
1357
Eagle Bluffs Wealth Management
Missouri
$267K +$33.2K +300 +15%
OAM
1358
Occidental Asset Management
California
$267K +$4.09K +37 +2%
PF
1359
Phoenix Financial
Israel
$266K +$254K +2,295 New
TCM
1360
TABR Capital Management
California
$265K +$252K +2,282 New
CAAS
1361
Capital Asset Advisory Services
Michigan
$264K +$3.54K +32 +1%
HEM
1362
Henson-Edgewater Management
Ohio
$263K +$251K +2,268 New
RWM
1363
Rialto Wealth Management
New York
$262K +$37.7K +341 +18%
DLA
1364
Douglas Lane & Associates
New York
$262K -$5.53K -50 -2%
RSWM
1365
Robertson Stephens Wealth Management
California
$262K +$16.8K +152 +7%
RMC
1366
Resources Management Corp
Connecticut
$262K – – –
TWM
1367
Thrive Wealth Management
Pennsylvania
$261K -$443 -4 -0.2%
SCM
1368
Stordahl Capital Management
Colorado
$261K – – –
FHA
1369
Flagship Harbor Advisors
Massachusetts
$260K – – –
GBT
1370
Grove Bank & Trust
Florida
$260K – – –
RS
1371
R Squared
Hong Kong
$259K +$247K +2,232 New
CH
1372
Cromwell Holdings
Wyoming
$259K – – –
ZBNA
1373
Zions Bancorporation, National Association
Utah
$258K +$59.5K +538 +32%
CFS
1374
CRA Financial Services
New Jersey
$256K -$37.6K -340 -13%
TAM
1375
Titleist Asset Management
Texas
$256K +$244K +2,203 New
53 54
55
56 57