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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
826
Summit Financial Strategies
Ohio
$772K +$2.38K +28 +0.3%
HIA
827
Harbor Investment Advisory
Maryland
$772K – – –
SFS
828
Sowell Financial Services
Arkansas
$771K +$15.4K +181 +2%
WF
829
WoodTrust Financial
Wisconsin
$770K +$232K +2,733 +105%
TAM
830
Trust Asset Management
Texas
$764K – – –
MK
831
MASTERINVEST Kapitalanlage
$762K +$710K +8,363 New
NFG
832
Nations Financial Group
Iowa
$754K +$5.43K +64 +0.8%
DAS
833
Diversify Advisory Services
Utah
$751K +$616K +7,250 New
GM
834
GeoWealth Management
Illinois
$749K -$18.3K -216 -3%
KCM
835
Kathmere Capital Management
Pennsylvania
$747K -$40.8K -481 -6%
BDL
836
Banque de Luxembourg
Luxembourg
$739K – – –
DADC
837
D.A. Davidson & Co
Montana
$739K -$6.71K -79 -1%
TCPW
838
Twin City Private Wealth
North Carolina
$738K -$3.65K -43 -0.5%
BW
839
Basepoint Wealth
Iowa
$736K +$32.9K +387 +5%
BIG
840
Brooklyn Investment Group
New York
$735K +$350K +4,119 +86%
SWP
841
Sagespring Wealth Partners
Tennessee
$735K +$67.2K +791 +11%
RCM
842
RB Capital Management
Nevada
$728K +$10.8K +127 +2%
CSC
843
Caldwell Sutter Capital
California
$724K – – –
BIG
844
Builder Investment Group
Georgia
$721K – – –
HI
845
Hendershot Investments
Virginia
$717K – – –
SIA
846
Strategic Investment Advisors
Michigan
$715K -$243K -2,860 -26%
FNB
847
Farmers National Bank
Kentucky
$715K -$28.1K -331 -4%
QL
848
Quarry LP
New York
$712K +$142K +1,674 +27%
CCA
849
Checchi Capital Advisers
California
$710K -$51.5K -606 -7%
AA
850
Advisory Alpha
Michigan
$703K +$159K +1,867 +32%
32 33
34
35 36