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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
851
Private Trust Company
Ohio
$701K +$35.7K +420 +6%
SFM
852
Signet Financial Management
New Jersey
$696K +$24.5K +289 +4%
WPC
853
Wedmont Private Capital
Pennsylvania
$696K +$34.1K +402 +6%
CAM
854
Congress Asset Management
Massachusetts
$695K – – –
FFS
855
Founders Financial Securities
Maryland
$695K +$19.4K +229 +3%
WLG
856
Williamson Legacy Group
Indiana
$694K +$356K +4,191 +122%
WDC
857
Woodward Diversified Capital
California
$691K +$231K +2,725 +56%
FPL
858
Fortress Private Ledger
North Carolina
$690K +$168K +1,973 +35%
BJL
859
Brighton Jones LLC
Washington
$690K +$95.5K +1,125 +17%
EB
860
Exchange Bank
California
$688K – – –
DW30
861
Drucker Wealth 3.0
New Jersey
$686K -$124K -1,465 -17%
PWPS
862
Pinnacle Wealth Planning Services
Ohio
$680K +$132K +1,555 +26%
VFA
863
Valeo Financial Advisors
Indiana
$678K -$203K -2,390 -24%
RAM
864
Readystate Asset Management
Illinois
$676K +$630K +7,424 New
AUB
865
Atlantic Union Bankshares
Virginia
$674K -$19.9K -234 -3%
IW
866
IronOak Wealth
Texas
$668K +$623K +7,331 New
EBSAM
867
Eubel Brady & Suttman Asset Management
Ohio
$666K -$2.46K -29 -0.4%
LWM
868
Lionshead Wealth Management
New York
$664K -$1.27K -15 -0.2%
EW
869
Elyxium Wealth
California
$663K +$17.4K +205 +3%
VEA
870
Virtus ETF Advisers
New York
$661K – – –
PWM
871
Perigon Wealth Management
California
$659K +$41.9K +493 +7%
NWWA
872
New Wave Wealth Advisors
Arkansas
$656K +$11.1K +131 +2%
GLR
873
Great Lakes Retirement
Ohio
$651K -$24.2K -285 -4%
CI
874
Cigna Investments
Connecticut
$651K -$10.5K -124 -2%
SPA
875
Sherbrooke Park Advisers
New York
$648K +$83.3K +981 +16%
33 34
35
36 37