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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
726
Beacon Pointe Advisors
California
$650K -$51.8K -788 -8%
Capstone Investment Advisors
727
Capstone Investment Advisors
New York
$648K -$141K -2,145 -19%
TFS
728
Thoroughbred Financial Services
Tennessee
$648K +$207K +3,146 +54%
AIM
729
Aquila Investment Management
New York
$647K – – –
CW
730
CreativeOne Wealth
Kansas
$645K +$21.8K +332 +4%
HH
731
Hilltop Holdings
Texas
$644K +$216K +3,282 +58%
VT
732
Vise Technologies
New York
$641K +$57.8K +879 +11%
KIG
733
Kowal Investment Group
Wisconsin
$641K -$6.25K -95 -1%
VFA
734
Valeo Financial Advisors
Indiana
$640K +$24.5K +372 +4%
JAG
735
Journey Advisory Group
Kentucky
$638K – – –
ACM
736
Aster Capital Management
United Arab Emirates
$635K +$581K +8,841 New
CA
737
Clearstead Advisors
Ohio
$634K +$15.7K +238 +3%
HPC
738
HM Payson & Co
Maine
$629K -$44.3K -674 -7%
TA
739
Tectonic Advisors
Texas
$625K +$3.55K +54 +0.6%
Fuller & Thaler Asset Management
740
Fuller & Thaler Asset Management
California
$624K -$65.8K -1,000 -10%
NP
741
NorthRock Partners
Minnesota
$622K +$19.5K +297 +4%
JWM
742
Jeppson Wealth Management
California
$619K – – –
CIC
743
Crawford Investment Counsel
Georgia
$619K +$329 +5 +0.1%
MG
744
Mather Group
Illinois
$619K +$41.1K +625 +8%
TAM
745
Trust Asset Management
Texas
$617K – – –
GC
746
Gilbert & Cook
Iowa
$611K -$2.24K -34 -0.4%
CCA
747
Checchi Capital Advisers
California
$610K -$2.04K -31 -0.4%
AFG
748
Atomi Financial Group
New York
$610K +$130K +1,971 +30%
SFM
749
Signet Financial Management
New Jersey
$608K -$11.6K -176 -2%
AF
750
Allworth Financial
California
$608K -$2.63K -40 -0.5%