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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
601
Raleigh Capital Management
North Carolina
$567K +$18.3K +410 +3%
JCM
602
Jacobi Capital Management
Pennsylvania
$564K +$356 +8 +0.1%
BW
603
Basepoint Wealth
Iowa
$561K -$15.9K -357 -3%
SFS
604
Sowell Financial Services
Arkansas
$560K +$585K +13,120 New
SW
605
SteelPeak Wealth
California
$559K -$668 -15 -0.1%
LIM
606
Loudon Investment Management
New Hampshire
$559K -$10.9K -245 -2%
BFG
607
Bleakley Financial Group
New Jersey
$559K -$36.2K -812 -6%
SS
608
Simplicity Solutions
Minnesota
$559K -$36K -808 -6%
SWM
609
SeaCrest Wealth Management
New York
$556K +$1.38K +31 +0.2%
PI
610
Pettee Investors
Connecticut
$555K – – –
AWM
611
Apollon Wealth Management
South Carolina
$549K -$131K -2,931 -19%
SFA
612
Sequoia Financial Advisors
Ohio
$543K +$21K +471 +4%
PTC
613
Petrus Trust Company
Texas
$542K +$275K +6,164 +94%
BIAS
614
Beacon Investment Advisory Services
New Jersey
$538K – – –
DC
615
Davenport & Co
Virginia
$534K -$5.57K -125 -1%
OTL
616
Oak Thistle LLC
New York
$532K +$556K +12,484 New
SC
617
Schulhoff & Co
Ohio
$531K -$172K -3,863 -24%
WSTAM
618
Wilbanks Smith & Thomas Asset Management
Virginia
$530K -$32.5K -729 -6%
CA
619
Cetera Advisors
Colorado
$528K +$27.4K +616 +5%
Wolverine Trading
620
Wolverine Trading
Illinois
$527K +$550K +12,351 New
VA
621
Valmark Advisers
Ohio
$526K -$3.88K -87 -0.7%
HAIM
622
Hunter Associates Investment Management
Pennsylvania
$521K +$66.8K +1,500 +14%
KWM
623
Kolinsky Wealth Management
New Jersey
$519K -$24.4K -547 -4%
FT
624
Fiduciary Trust
Massachusetts
$518K -$111K -2,500 -17%
DEA
625
DoubleLine ETF Adviser
Florida
$512K +$68.9K +1,547 +15%