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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
551
Advisors Asset Management
Colorado
$906K +$19.1K +394 +2%
TCM
552
Twin Capital Management
Pennsylvania
$904K +$965K +19,894 New
EF
553
Empowered Funds
Pennsylvania
$900K -$788K -16,258 -45%
FIA
554
Foundations Investment Advisors
Arizona
$889K -$10.5K -216 -1%
VFA
555
Valeo Financial Advisors
Indiana
$887K +$50.3K +1,038 +6%
CFO
556
Callan Family Office
Pennsylvania
$884K +$943K +19,447 New
BCWM
557
Bartlett & Co Wealth Management
Ohio
$882K – – –
BC
558
Bartlett & Co
Ohio
$882K – – –
KAS
559
Kestra Advisory Services
Texas
$877K -$1.53M -31,531 -62%
BCV
560
Banque Cantonale Vaudoise
Switzerland
$875K – – –
LCGC
561
Legacy Capital Group California
California
$874K +$932K +19,225 New
LCM
562
Leisure Capital Management
California
$873K +$49.7K +1,025 +6%
BL
563
Balentine LLC
Georgia
$871K -$20.2K -416 -2%
IC
564
IEQ Capital
California
$866K +$75.2K +1,551 +9%
SPC
565
Sigma Planning Corp
Michigan
$860K -$38.8K -800 -4%
PTC
566
Private Trust Company
Ohio
$859K +$55.5K +1,145 +6%
JWBC
567
John W. Bristol & Co
New York
$858K – – –
GFA
568
Gifford Fong Associates
California
$858K – – –
TC
569
Trust Company
Kansas
$855K +$177K +3,651 +24%
TAM
570
Tocqueville Asset Management
New York
$851K +$5.09K +105 +0.6%
EIA
571
Edgemoor Investment Advisors
Maryland
$851K – – –
BAM
572
Belpointe Asset Management
Nevada
$845K -$32.9K -679 -3%
ASN
573
Advisory Services Network
Georgia
$842K +$519K +10,707 +137%
SA
574
Sunesis Advisors
Kansas
$838K – – –
GFS
575
GYL Financial Synergies
Connecticut
$836K +$366K +7,549 +70%
21 22
23
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