We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1351
CRA Financial Services
New Jersey
$278K +$15.9K +134 +6%
RWM
1352
Rialto Wealth Management
New York
$277K +$9.16K +77 +3%
BC
1353
Bayforest Capital
United Kingdom
$277K -$62.1K -522 -18%
PW
1354
PUREfi Wealth
Massachusetts
$275K -$6.78K -57 -2%
DE
1355
Defiance ETFs
New York
$275K +$275K +2,316 New
TWM
1356
Thrive Wealth Management
Pennsylvania
$274K +$7.37K +62 +3%
LAM
1357
LOM Asset Management
$274K – – –
AT
1358
Adelphi Trust
Florida
$273K -$10.9K -92 -4%
EBWM
1359
Eagle Bluffs Wealth Management
Missouri
$273K – – –
GBT
1360
Grove Bank & Trust
Florida
$271K +$4.88K +41 +2%
RWP
1361
Ridgecrest Wealth Partners
California
$270K -$4.76K -40 -2%
HEM
1362
Henson-Edgewater Management
Ohio
$269K – – –
FMTCOCP
1363
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$269K -$202K -1,700 -43%
IIL
1364
Insight Inv LLC
California
$268K -$28.2K -237 -9%
OAS
1365
Optivise Advisory Services
Tennessee
$268K -$59.3K -499 -18%
DMBA
1366
Deseret Mutual Benefit Administrators
Utah
$268K +$113K +951 +73%
TWM
1367
TRB Wealth Management
Texas
$268K +$269K +2,260 New
RFP
1368
Root Financial Partners
California
$267K +$72.4K +609 +37%
AA
1369
AlphaCentric Advisors
Puerto Rico
$267K -$69.4K -584 -21%
DWM
1370
Destination Wealth Management
California
$266K +$13.9K +117 +5%
SCM
1371
Stordahl Capital Management
Colorado
$266K – – –
SIA
1372
SGL Investment Advisors
Montana
$265K – – –
CH
1373
Cromwell Holdings
Wyoming
$265K – – –
USWIA
1374
UP Strategic Wealth Investment Advisors
Pennsylvania
$264K +$240K +2,022 New
DLA
1375
Douglas Lane & Associates
New York
$264K -$4.04K -34 -2%
53 54
55
56 57