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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
801
Prio Wealth Limited Partnership
Massachusetts
$326K – – –
SKK
802
Shepherd Kaplan Krochuk
Massachusetts
$324K – – –
BFS
803
Bard Financial Services
Connecticut
$322K – – –
ISWM
804
Independent Solutions Wealth Management
New York
$321K +$8.57K +149 +3%
CL
805
CSS LLC
Illinois
$319K -$618K -10,741 -66%
RWM
806
Ritholtz Wealth Management
New York
$319K +$3.33K +58 +1%
RP
807
Riverwater Partners
Wisconsin
$319K +$316K +5,501 New
VAM
808
Verity Asset Management
North Carolina
$317K +$18.1K +314 +6%
FCM
809
Firestone Capital Management
Florida
$314K – – –
BHBT
810
Burke & Herbert Bank & Trust
Virginia
$313K – – –
UB
811
UMB Bank
Missouri
$310K +$307K +5,334 New
NIM
812
Northeast Investment Management
Massachusetts
$305K – – –
EN1L
813
Engine No 1 LLC
California
$302K +$53.4K +928 +22%
SWA
814
Stratos Wealth Advisors
Ohio
$302K +$66.1K +1,149 +28%
AWM
815
Axxcess Wealth Management
California
$302K +$299K +5,197 New
GL
816
Graypoint LLC
New York
$302K +$299K +5,202 New
SCM
817
Shelton Capital Management
Colorado
$301K – – –
PCG
818
Private Capital Group
Connecticut
$301K +$4.95K +86 +2%
SWA
819
Sutton Wealth Advisors
Florida
$300K – – –
TWA
820
TCI Wealth Advisors
Arizona
$298K – – –
BMC
821
Benin Management Corp
Connecticut
$297K -$86.3K -1,500 -23%
EA
822
Ellsworth Advisors
Ohio
$297K +$1.15K +20 +0.4%
KFP
823
KB Financial Partners
New Jersey
$296K +$293K +5,101 New
NC
824
NinePointTwo Capital
California
$295K +$292K +5,084 New
JF
825
Jump Financial
Illinois
$291K -$916K -15,937 -76%
31 32
33
34 35