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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
751
Profund Advisors
Maryland
$1.17M +$41.2K +404 +4%
VAS
752
Vestmark Advisory Solutions
Massachusetts
$1.17M +$809K +7,936 +286%
PCA
753
Pallas Capital Advisors
Massachusetts
$1.17M -$47.9K -470 -4%
CRI
754
Commonwealth Retirement Investments
Virginia
$1.16M -$66K -647 -6%
JAG
755
Journey Advisory Group
Kentucky
$1.16M – – –
WLG
756
Williamson Legacy Group
Indiana
$1.16M +$307K +3,009 +39%
TE
757
Tema ETFs
New York
$1.16M +$1.08M +10,617 New
AIM
758
Aspen Investment Management
Michigan
$1.15M -$121K -1,190 -10%
GWM
759
Geneos Wealth Management
Colorado
$1.15M -$244K -2,394 -18%
AA
760
Advisory Alpha
Michigan
$1.15M +$318K +3,114 +40%
MFIM
761
Mesirow Financial Investment Management
Illinois
$1.15M -$36.5K -358 -3%
HSA
762
Hussman Strategic Advisors
Maryland
$1.14M – – –
BRWA
763
B. Riley Wealth Advisors
Florida
$1.14M -$151K -1,485 -12%
NB
764
NBT Bank
New York
$1.13M -$15.3K -150 -1%
CW
765
CreativeOne Wealth
Kansas
$1.12M -$59.2K -580 -5%
SIA
766
SkyView Investment Advisors
New Jersey
$1.12M -$21.6K -212 -2%
SFI
767
Siemens Fonds Invest
Germany
$1.12M -$10.5K -103 -1%
LWAM
768
Legacy Wealth Asset Management
Minnesota
$1.12M -$23.7K -232 -2%
LA
769
LVW Advisors
New York
$1.11M -$320K -3,137 -23%
GWMR
770
GC Wealth Management RIA
Massachusetts
$1.11M +$660K +6,476 +173%
BCM
771
Bayesian Capital Management
New York
$1.11M -$489K -4,791 -32%
YIM
772
Yoffe Investment Management
Pennsylvania
$1.11M – – –
WWM
773
Western Wealth Management
Colorado
$1.1M +$54.4K +533 +6%
WTC
774
WhitTier Trust Company
Nevada
$1.09M – – –
SC
775
Syon Capital
California
$1.09M +$131K +1,282 +15%
29 30
31
32 33