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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
576
Voya Financial Advisors
Connecticut
$741K +$27.1K +588 +4%
FGA
577
Fortis Group Advisors
New Jersey
$739K +$327K +7,100 +100%
HAIM
578
Hunter Associates Investment Management
Pennsylvania
$738K +$91.2K +1,980 +16%
UWS
579
Unique Wealth Strategies
Illinois
$732K +$648K +14,071 New
WCM
580
Whitener Capital Management
North Carolina
$731K +$98.3K +2,135 +18%
WQ
581
Wealth Quarterback
New Jersey
$728K +$15.2K +329 +2%
WA
582
WealthTrust Axiom
Pennsylvania
$727K +$283K +6,154 +79%
SFS
583
Sowell Financial Services
Arkansas
$726K +$38.4K +834 +6%
WTC
584
WhitTier Trust Company
Nevada
$721K +$293K +6,369 +85%
BFG
585
Bleakley Financial Group
New Jersey
$721K +$34.6K +751 +6%
SS
586
Simplicity Solutions
Minnesota
$721K +$34.6K +751 +6%
BFO
587
Boston Family Office
Massachusetts
$720K – – –
JCM
588
Jacobi Capital Management
Pennsylvania
$715K +$23.8K +516 +4%
OWA
589
Outlook Wealth Advisors
Texas
$714K -$129K -2,794 -17%
WW
590
Waterfront Wealth
Kansas
$711K -$2.26K -49 -0.4%
Bessemer Group
591
Bessemer Group
New Jersey
$700K +$90.1K +1,957 +17%
RWP
592
RWA Wealth Partners
Massachusetts
$698K +$390K +8,459 +171%
VDI
593
Vaughan David Investments
Illinois
$694K -$4.61K -100 -0.7%
S
594
SignatureFD
Georgia
$694K +$111K +2,413 +22%
FLPIM
595
F.L. Putnam Investment Management
Massachusetts
$692K -$503K -10,916 -45%
RCM
596
Raleigh Capital Management
North Carolina
$688K -$3.22K -70 -0.5%
BW
597
Basepoint Wealth
Iowa
$687K +$2.26K +49 +0.4%
PBK
598
Peoples Bank (Kansas)
Kansas
$684K -$19.5K -423 -3%
BRWA
599
B. Riley Wealth Advisors
Florida
$684K -$83K -1,803 -12%
FNFDCM
600
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$683K -$23K -500 -4%