We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
1726
United Community Bank
South Carolina
$52.2K +$2.6K +19 +6%
UBP
1727
Union Bancaire Privee
Switzerland
$51.7K +$56.2K +411 New
BFPW
1728
BOK Financial Private Wealth
Colorado
$50.2K +$10.3K +75 +28%
NECFA
1729
New England Capital Financial Advisors
Connecticut
$49.1K – – –
VWA
1730
Valued Wealth Advisors
Utah
$48.2K +$2.73K +20 +6%
OAJ
1731
Ogorek Anthony Joseph
New York
$48K – – –
PAM
1732
Parvin Asset Management
South Dakota
$46.6K – – –
ABWM
1733
Alpine Bank Wealth Management
Colorado
$43.4K +$41K +300 New
HBW
1734
Hazlett, Burt & Watson
West Virginia
$43K – – –
JGCM
1735
Joseph Group Capital Management
Ohio
$41.9K +$10.7K +78 +37%
WWM
1736
Wolff Wiese Magana
California
$41.5K – – –
BWL
1737
Bogart Wealth LLC
Virginia
$41.1K +$21.2K +155 +120%
C
1738
Covestor
United Kingdom
$41K +$137 +1 +0.3%
HFM
1739
Hartford Financial Management
Connecticut
$40.5K -$18.6K -136 -33%
PWMG
1740
Private Wealth Management Group
New Jersey
$40.3K – – –
PWMA
1741
Pension & Wealth Management Advisors
Massachusetts
$40.3K – – –
DWM
1742
Dogwood Wealth Management
Kansas
$40.2K +$5.88K +43 +18%
WIM
1743
Westside Investment Management
California
$39.3K – – –
EWP
1744
Elevation Wealth Partners
California
$38.8K +$20.5K +150 +127%
HWA
1745
Heritage Wealth Advisors
Virginia
$38.6K – – –
MB
1746
MidFirst Bank
Oklahoma
$38.3K +$3.01K +22 +9%
AW
1747
Avion Wealth
Texas
$38K +$5.06K +37 +16%
MAM
1748
Marquette Asset Management
Minnesota
$37.7K – – –
MNA
1749
Manning & Napier Advisors
New York
$37K -$5.74K -42 -14%
SVCP
1750
Silicon Valley Capital Partners
California
$36.3K +$137 +1 +0.4%
68 69
70
71 72