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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
726
Hancock Whitney
Mississippi
$293K +$265K +6,892 New
WCM
727
Whitener Capital Management
North Carolina
$290K +$15.4K +400 +6%
TCPWM
728
Traverso Chambers Private Wealth Management
California
$282K +$192 +5 +0.1%
RRA
729
Round Rock Advisors
Connecticut
$282K +$255K +6,645 New
KFGK
730
Keystone Financial Group (Kentucky)
Kentucky
$282K +$255K +6,650 New
BAM
731
Belpointe Asset Management
Nevada
$281K +$255K +6,631 New
GW
732
GW & Wade
Massachusetts
$280K +$253K +6,590 New
CFGS
733
Concourse Financial Group Securities
Alabama
$279K +$39.6K +1,032 +19%
CCA
734
Checchi Capital Advisers
California
$278K -$33.9K -883 -12%
FHC
735
First Horizon Corporation
Tennessee
$278K -$21.8K -568 -8%
LJAC
736
L.J. Altfest & Co
New York
$277K – – –
CT
737
Cambridge Trust
Massachusetts
$276K -$6.53K -170 -3%
JFA
738
JNBA Financial Advisors
Minnesota
$276K +$38 +1 +0%
AIM
739
Alhambra Investment Management
Florida
$275K – – –
FMTCOCP
740
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$274K – – –
WI
741
WrapManager Inc
California
$273K +$247K +6,433 New
IA
742
IFG Advisors
Missouri
$270K – – –
KFA
743
Krane Funds Advisors
New York
$268K -$161K -4,187 -40%
AC
744
Alexandria Capital
Virginia
$267K – – –
S
745
SignatureFD
Georgia
$267K +$28.4K +740 +13%
PFSC
746
Peoples Financial Services Corp
Pennsylvania
$263K – – –
DWM
747
Dorchester Wealth Management
Quebec, Canada
$263K +$238K +6,200 New
MWM
748
Modera Wealth Management
New Jersey
$262K +$3.84K +100 +2%
VF
749
Virtu Financial
New York
$260K +$235K +6,115 New
FBC
750
Fairfield, Bush & Co
Connecticut
$259K – – –
28 29
30
31 32