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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
976
Endurance Wealth Management
Rhode Island
$12K – – –
MUMSS
977
Mitsubishi UFJ Morgan Stanley Securities
Japan
$12K – – –
PSB
978
Piscataqua Savings Bank
New Hampshire
$12K – – –
VCM
979
Versant Capital Management
Arizona
$12K +$43 +1 +0.3%
HFS
980
HBC Financial Services
Washington
$12K +$128 +3 +1%
FMP
981
Financial Management Professionals
Texas
$12K +$597 +14 +5%
CAL
982
Capital Advisors Ltd
Ohio
$12K +$2.94K +69 +28%
TFGT
983
TS Financial Group (TSFG)
Illinois
$12K +$12.8K +300 New
RTC
984
Riverview Trust Company
Washington
$12K +$12.8K +301 New
SC
985
SouthState Corp
Florida
$11K – – –
PP
986
PFS Partners
New Jersey
$10.9K – – –
SIC
987
Salem Investment Counselors
North Carolina
$10K – – –
BWL
988
Bogart Wealth LLC
Virginia
$9K -$5.67K -133 -37%
ADL
989
Asset Dedication LLC
California
$9K – – –
LF
990
Lee Financial
Texas
$8K -$3.67K -86 -29%
LFG
991
Larson Financial Group
Missouri
$8K – – –
CAC
992
Core Alternative Capital
Georgia
$8K +$43 +1 +0.5%
HGERS
993
Householder Group Estate & Retirement Specialist
Arizona
$8K +$9.42K +221 New
PB
994
Pinnacle Bancorp
Nebraska
$7K – – –
TIM
995
Tortoise Investment Management
New York
$7K – – –
SC
996
Schubert & Co
Texas
$7K +$2.43K +57 +44%
RWM
997
Raffa Wealth Management
District of Columbia
$6.47K – – –
GTAM
998
Global Trust Asset Management
Florida
$6K – – –
IBOK
999
Independence Bank of Kentucky
Kentucky
$6K – – –
TH
1000
TCTC Holdings
Texas
$6K – – –