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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
LCC
901
Lincoln Capital Corp
Rhode Island
$352K – – –
PCMC
902
Paragon Capital Management (Colorado)
Colorado
$349K +$2.3K +35 +0.7%
IIM
903
Ironwood Investment Management
Massachusetts
$348K – – –
FFA
904
Farther Finance Advisors
California
$348K +$57.4K +872 +22%
GWM
905
Gitterman Wealth Management
New Jersey
$345K +$316K +4,799 New
EA
906
Ellsworth Advisors
Ohio
$344K +$86.8K +1,320 +38%
CMBA
907
C.M. Bidwell & Associates
Hawaii
$343K -$7.56K -115 -2%
WBG
908
Wharton Business Group
Pennsylvania
$343K – – –
DWT
909
Dorsey & Whitney Trust
South Dakota
$342K +$11.7K +178 +4%
WSC
910
Wellington Shields & Co
New York
$341K – – –
JCM
911
Janney Capital Management
Pennsylvania
$340K +$3.75K +57 +1%
MME
912
Meag Munich Ergo
Germany
$340K +$311K +4,731 New
AWA
913
Arkadios Wealth Advisors
Georgia
$339K +$310K +4,717 New
LRIA
914
Leonard Rickey Investment Advisors
Washington
$339K -$5.79K -88 -2%
HVIA
915
Hudson Valley Investment Advisors
New York
$338K -$122K -1,855 -28%
NLP
916
Next Level Private
New York
$337K +$6.05K +92 +2%
DBIA
917
Dumont & Blake Investment Advisors
New Jersey
$337K -$353K -5,373 -53%
HCM
918
Howard Capital Management
Georgia
$337K +$308K +4,684 New
Fisher Asset Management
919
Fisher Asset Management
Washington
$336K -$26K -395 -8%
BFWM
920
Bright Futures Wealth Management
New York
$336K -$658 -10 -0.2%
BLC
921
Brown, Lisle/Cummings
Rhode Island
$335K – – –
GCA
922
Genesee Capital Advisors
New York
$335K – – –
CAG
923
Csenge Advisory Group
Florida
$335K +$297K +4,517 New
PCS
924
Personal CFO Solutions
New Jersey
$334K -$321K -4,883 -51%
UF
925
Univest Financial
Pennsylvania
$333K +$305K +4,631 New