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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
651
Allegheny Financial Group
Pennsylvania
$513K +$1.8K +36 +0.4%
AWP
652
Ascent Wealth Partners
New York
$513K +$501K +10,005 New
CI
653
Conning Inc
Connecticut
$507K -$47.8K -956 -9%
LWM
654
Laidlaw Wealth Management
New York
$507K +$495K +9,890 New
EF
655
Empirical Finance
Pennsylvania
$505K +$66K +1,319 +15%
FTDI
656
First Trust Direct Indexing
Massachusetts
$503K +$97K +1,938 +25%
WWM
657
Western Wealth Management
Colorado
$501K +$44.2K +884 +10%
NG
658
Northstar Group
New York
$500K +$1.35K +27 +0.3%
DBIA
659
Dumont & Blake Investment Advisors
New Jersey
$496K – – –
CAM
660
Columbia Asset Management
Michigan
$494K +$22.5K +450 +5%
CNC
661
Canandaigua National Corp
New York
$490K -$25.6K -512 -5%
SWM
662
Spire Wealth Management
Virginia
$488K -$113K -2,249 -19%
CGL
663
Clarius Group LLC
Washington
$488K +$1.05K +21 +0.2%
IWM
664
IHT Wealth Management
Illinois
$485K +$474K +9,466 New
ACS
665
Archford Capital Strategies
Illinois
$482K +$25.7K +514 +6%
JFL
666
Jarislowsky, Fraser Ltd
Quebec, Canada
$472K -$25K -500 -5%
MCM
667
Marathon Capital Management
Maryland
$471K -$11.5K -230 -2%
GWM
668
Geneos Wealth Management
Colorado
$462K +$21.3K +426 +5%
WTC
669
WhitTier Trust Company
Nevada
$458K – – –
MHC
670
Meyer Handelman Company
New York
$456K – – –
RCAG
671
Rehmann Capital Advisory Group
Michigan
$454K -$23.1K -462 -5%
CPIA
672
Cornell Pochily Investment Advisors
New York
$453K +$400 +8 +0.1%
CT
673
Chicago Trust
Illinois
$451K +$28.3K +566 +7%
CCP
674
Corient Capital Partners
California
$449K +$55.5K +1,109 +14%
COF
675
Capital One Financial
Virginia
$448K – – –
25 26
27
28 29