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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
851
Prime Capital Investment Advisors
Kansas
$340K -$120K -2,071 -27%
HH
852
Hilltop Holdings
Texas
$340K +$1.16K +20 +0.4%
WPC
853
Wedmont Private Capital
Pennsylvania
$338K +$37K +640 +14%
SFWA
854
Summit Financial Wealth Advisors
Louisiana
$336K – – –
SC
855
Sepio Capital
Utah
$335K -$289 -5 -0.1%
FHC
856
First Heartland Consultants
Missouri
$335K +$1.68K +29 +0.5%
JCIA
857
Jackson Creek Investment Advisors
Colorado
$335K +$324K +5,597 New
AC
858
Avestar Capital
New York
$334K +$53.2K +919 +20%
AWA
859
Aaron Wealth Advisors
Illinois
$333K +$20.3K +350 +7%
BAM
860
Berkshire Asset Management
Pennsylvania
$330K +$319K +5,511 New
AI
861
Accredited Investors
Minnesota
$330K -$57.9K -1,000 -15%
CWP
862
Cyndeo Wealth Partners
Florida
$325K +$54.1K +935 +21%
FCM
863
Firestone Capital Management
Florida
$324K – – –
FNT
864
First Nebraska Trust
Nebraska
$324K – – –
PCA
865
Pallas Capital Advisors
Massachusetts
$323K +$50.5K +873 +21%
VST
866
Van Strum & Towne
California
$322K – – –
HCM
867
Hutchinson Capital Management
California
$321K – – –
CFGS
868
Concourse Financial Group Securities
Alabama
$321K -$2.43K -42 -0.8%
FIM
869
Freedom Investment Management
Connecticut
$320K -$153K -2,645 -33%
GRP
870
Global Retirement Partners
California
$320K +$69K +1,193 +29%
SPC
871
Sigma Planning Corp
Michigan
$319K -$20.8K -359 -6%
CFM
872
Catalyst Funds Management
Australia
$317K +$52.1K +900 +20%
FAG
873
Fortitude Advisory Group
Washington
$316K – – –
BEAM
874
Baker Ellis Asset Management
Washington
$311K – – –
SC
875
Syon Capital
California
$310K +$15.7K +271 +6%
33 34
35
36 37