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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
951
Modern Wealth Management
Kansas
$511K -$94.1K -1,108 -16%
NWAG
952
Net Worth Advisory Group
Utah
$511K +$25.7K +303 +6%
CPIA
953
Cornell Pochily Investment Advisors
New York
$511K -$43.4K -511 -8%
SFWA
954
Summit Financial Wealth Advisors
Louisiana
$510K -$6.79K -80 -1%
SWM
955
Shepherd Wealth Management
Ohio
$509K +$417K +4,915 New
LS
956
Livforsakringsbolaget Skandia
Sweden
$509K – – –
CC
957
Courier Capital
New York
$508K -$88.5K -1,042 -16%
CWP
958
Cyndeo Wealth Partners
Florida
$508K -$9.94K -117 -2%
BLC
959
Brown, Lisle/Cummings
Rhode Island
$507K -$13.2K -156 -3%
UAG
960
United Advisor Group
Ohio
$506K +$47.2K +556 +11%
RCA
961
Resonant Capital Advisors
Wisconsin
$506K +$43.1K +508 +10%
ACM
962
Advisors Capital Management
New Jersey
$503K +$10.4K +122 +2%
RAM
963
Ramirez Asset Management
New York
$503K – – –
BAM
964
Berkshire Asset Management
Pennsylvania
$503K +$6.62K +78 +1%
MCC
965
Money Concepts Capital
Florida
$502K +$3.31K +39 +0.7%
PTC
966
Philadelphia Trust Company
Pennsylvania
$501K – – –
SWA
967
Sax Wealth Advisors
New Jersey
$499K +$17.2K +202 +4%
DO
968
denkapparat Operations
Germany
$498K – – –
RWPA
969
Richard W. Paul & Associates
Michigan
$498K -$60.7K -715 -12%
SIM
970
Stratos Investment Management
Ohio
$496K -$13K -153 -3%
CNBOF
971
City National Bank of Florida
Florida
$495K +$74K +871 +19%
FCM
972
Firestone Capital Management
Florida
$493K – – –
VST
973
Van Strum & Towne
California
$490K – – –
GRP
974
Global Retirement Partners
California
$485K +$452K +5,324 New
MA
975
Mezzasalma Advisors
New Jersey
$484K -$1.1K -13 -0.2%
37 38
39
40 41