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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
701
Loudon Investment Management
New Hampshire
$727K -$9.87K -150 -1%
TFA
702
Tranquilli Financial Advisor
New Jersey
$725K +$329 +5 +0%
RL
703
Retireful LLC
Michigan
$724K +$663K +10,078 New
GM
704
GeoWealth Management
Illinois
$720K -$122K -1,850 -16%
HWMO
705
Heritage Wealth Management (Ohio)
Ohio
$719K -$1.64K -25 -0.2%
EIP
706
Epoch Investment Partners
New York
$714K -$13K -198 -2%
C
707
Certuity
Florida
$707K +$28.7K +436 +5%
SIA
708
SkyView Investment Advisors
New Jersey
$705K +$22.7K +345 +4%
OAM
709
Oppenheimer Asset Management
New York
$705K -$170K -2,587 -21%
WW
710
Waterfront Wealth
Kansas
$704K -$296K -4,494 -33%
WWM
711
Western Wealth Management
Colorado
$699K -$131K -1,996 -17%
QWM
712
Quadcap Wealth Management
Texas
$695K -$1.64K -25 -0.3%
CNBT
713
Canandaigua National Bank & Trust
New York
$693K -$22.4K -340 -3%
WOSD
714
WFA of San Diego
California
$692K -$15.1K -230 -2%
AC
715
Addison Capital
Pennsylvania
$692K -$61.9K -941 -9%
CA
716
Cornerstone Advisors
North Carolina
$690K – – –
FLPIM
717
F.L. Putnam Investment Management
Massachusetts
$690K -$44.4K -675 -7%
BW
718
Basepoint Wealth
Iowa
$676K -$56.2K -854 -8%
NP
719
Nilsine Partners
Colorado
$669K +$612K +9,307 New
FIA
720
Foundations Investment Advisors
Arizona
$668K +$59.8K +909 +11%
EBSAM
721
Eubel Brady & Suttman Asset Management
Ohio
$666K -$67.5K -1,027 -10%
CCG
722
Cypress Capital Group
Florida
$661K -$8.02K -122 -1%
GWM
723
Geneos Wealth Management
Colorado
$660K +$180K +2,743 +43%
WTC
724
WhitTier Trust Company
Nevada
$660K – – –
TTWM
725
TCV Trust & Wealth Management
Virginia
$659K -$50.6K -769 -8%
27 28
29
30 31