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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
751
Blueshift Asset Management
New Jersey
$769K +$774K +10,008 New
HWMO
752
Heritage Wealth Management (Ohio)
Ohio
$768K – – –
FLPIM
753
F.L. Putnam Investment Management
Massachusetts
$767K +$29.6K +383 +4%
LIM
754
Loudon Investment Management
New Hampshire
$765K -$11.6K -150 -1%
DW30
755
Drucker Wealth 3.0
New Jersey
$765K -$68.6K -887 -8%
WWM
756
Western Wealth Management
Colorado
$764K +$17.2K +222 +2%
SIA
757
SkyView Investment Advisors
New Jersey
$764K +$10.4K +135 +1%
NFG
758
Nations Financial Group
Iowa
$762K -$19.6K -254 -2%
TFS
759
Thoroughbred Financial Services
Tennessee
$761K +$68.5K +886 +10%
FNFDCM
760
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$757K -$130K -1,682 -15%
SCA
761
Snowden Capital Advisors
New York
$753K -$56.3K -729 -7%
RAM
762
Redmond Asset Management
Virginia
$744K +$748K +9,683 New
CNBT
763
Canandaigua National Bank & Trust
New York
$741K – – –
I
764
InceptionR
California
$740K +$744K +9,627 New
CA
765
Cornerstone Advisors
North Carolina
$738K – – –
GWM
766
Geneos Wealth Management
Colorado
$737K +$30.9K +400 +4%
SIA
767
SGL Investment Advisors
Montana
$733K -$110K -1,429 -14%
HAG
768
HF Advisory Group
Maryland
$733K -$63.4K -820 -8%
FWIA
769
Fort Washington Investment Advisors
Ohio
$730K -$63.8K -826 -8%
AFG
770
Atomi Financial Group
New York
$719K +$67.5K +873 +10%
TCOV
771
Trust Company of Vermont
Vermont
$719K +$73.4K +949 +11%
SC
772
SouthState Corp
Florida
$705K +$706K +9,129 +19,423%
TA
773
Tectonic Advisors
Texas
$704K +$35.9K +464 +5%
WW
774
Waterfront Wealth
Kansas
$702K -$1.93K -25 -0.3%
QWM
775
Quadcap Wealth Management
Texas
$698K -$45K -582 -6%
29 30
31
32 33