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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
XT
651
XTX Topco
Cayman Islands
$749K +$715K +12,995 New
RWP
652
RWA Wealth Partners
Massachusetts
$747K -$23.8K -432 -3%
IWM
653
IHT Wealth Management
Illinois
$743K +$80.9K +1,470 +13%
KWM
654
Kolinsky Wealth Management
New Jersey
$735K -$1.05K -19 -0.1%
FNFDCM
655
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$729K -$25.9K -470 -4%
FT
656
Fiduciary Trust
Massachusetts
$724K -$4.46K -81 -0.6%
OWA
657
Outlook Wealth Advisors
Texas
$723K -$64.9K -1,178 -9%
EI
658
Ellevest Inc
New York
$719K +$10.5K +190 +2%
DC
659
Davenport & Co
Virginia
$719K +$21.7K +394 +3%
WA
660
WealthTrust Axiom
Pennsylvania
$716K -$84.6K -1,537 -11%
WWM
661
Western Wealth Management
Colorado
$716K -$27K -490 -4%
SC
662
Schulhoff & Co
Ohio
$711K -$7.27K -132 -1%
SF
663
Synovus Financial
Georgia
$707K +$14.6K +266 +2%
FLPIM
664
F.L. Putnam Investment Management
Massachusetts
$706K -$57.2K -1,039 -8%
CL
665
Choreo LLC
Illinois
$704K +$17.8K +324 +3%
BIAS
666
Beacon Investment Advisory Services
New Jersey
$704K -$38.7K -703 -5%
VA
667
Valmark Advisers
Ohio
$702K -$5.56K -101 -0.8%
SCA
668
Snowden Capital Advisors
New York
$692K +$158K +2,873 +31%
1IA
669
1834 Investment Advisors
Wisconsin
$682K – – –
FTWA
670
Fifth Third Wealth Advisors
Ohio
$680K +$5.51K +100 +0.9%
HKAM
671
Horizon Kinetics Asset Management
New York
$678K – – –
MNBTD
672
Moody National Bank Trust Division
Texas
$671K +$3.8K +69 +0.6%
BHPW
673
Beverly Hills Private Wealth
California
$667K +$362K +6,572 +131%
AIP
674
Almanack Investment Partners
Pennsylvania
$667K +$11.3K +206 +2%
UH
675
Unigestion Holding
Switzerland
$665K +$635K +11,534 New
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