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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
1WM
851
1858 Wealth Management
Ohio
$243K +$215K +4,678 New
JCM
852
Janney Capital Management
Pennsylvania
$243K +$215K +4,675 New
BLC
853
Brown, Lisle/Cummings
Rhode Island
$243K – – –
GCA
854
Genesee Capital Advisors
New York
$243K +$215K +4,662 New
GI
855
GAMMA Investing
California
$242K +$201K +4,370 New
SMA
856
Sage Mountain Advisors
Georgia
$242K +$214K +4,641 New
GP
857
Girard Partners
Pennsylvania
$241K +$213K +4,629 New
AWC
858
Abundance Wealth Counselors
Pennsylvania
$240K +$212K +4,613 New
OWA
859
One Wealth Advisors
California
$238K +$211K +4,577 New
VA
860
Vident Advisory
Georgia
$238K -$12.5K -271 -6%
FCH
861
Freestone Capital Holdings
Washington
$237K +$209K +4,546 New
NLP
862
Next Level Private
New York
$237K +$209K +4,546 New
TFS
863
Thoroughbred Financial Services
Tennessee
$236K +$209K +4,540 New
AI
864
Accredited Investors
Minnesota
$236K -$46.1K -1,000 -18%
EIP
865
Epoch Investment Partners
New York
$235K +$208K +4,516 New
LSAG
866
Lake Street Advisors Group
New Hampshire
$235K +$208K +4,509 New
FPWM
867
FSB Premier Wealth Management
Iowa
$234K +$207K +4,503 New
SC
868
Searle & Co
Connecticut
$234K +$207K +4,500 New
ACS
869
Archford Capital Strategies
Illinois
$233K -$753K -16,359 -78%
CAAS
870
Capital Asset Advisory Services
Michigan
$233K -$13.6K -296 -6%
SWA
871
Sax Wealth Advisors
New Jersey
$233K +$206K +4,481 New
SC
872
Syon Capital
California
$233K +$206K +4,481 New
TI
873
Truepoint Inc
Ohio
$233K +$206K +4,480 New
WPC
874
Wedmont Private Capital
Pennsylvania
$233K +$204K +4,422 New
Fisher Asset Management
875
Fisher Asset Management
Washington
$233K -$11.9K -259 -5%