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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
FAG
1001
Fortitude Advisory Group
Washington
$613K – – –
VST
1002
Van Strum & Towne
California
$613K -$11.1K -100 -2%
STS
1003
SG Trading Solutions
Utah
$609K +$581K +5,249 New
AW
1004
Alteri Wealth
California
$607K +$41.6K +376 +8%
MA
1005
Mezzasalma Advisors
New Jersey
$604K -$996 -9 -0.2%
RCAG
1006
Rehmann Capital Advisory Group
Michigan
$604K +$67.1K +606 +13%
SWM
1007
Shepherd Wealth Management
Ohio
$596K – – –
TCWA
1008
Turtle Creek Wealth Advisors
Texas
$595K +$141K +1,274 +33%
SIM
1009
Studio Investment Management
Illinois
$595K -$25K -226 -4%
AIM
1010
Alhambra Investment Management
Florida
$595K -$11.1K -100 -2%
FMII
1011
Farmers & Merchants Investments Inc
Nebraska
$594K – – –
HCM
1012
Howard Capital Management
Georgia
$587K +$40.2K +363 +8%
NAAA
1013
New Age Alpha Advisors
New York
$587K -$151K -1,366 -21%
FNT
1014
First Nebraska Trust
Nebraska
$586K – – –
GIA
1015
GHP Investment Advisors
Colorado
$586K – – –
MWM
1016
Modera Wealth Management
New Jersey
$585K +$1.11K +10 +0.2%
TPI
1017
Trust Point Inc
Wisconsin
$585K -$5.42K -49 -1%
MT
1018
Midwest Trust
Kansas
$581K +$80.1K +724 +17%
SA
1019
Sicart Associates
New York
$580K – – –
TFA
1020
Tranquilli Financial Advisor
New Jersey
$580K -$8.63K -78 -2%
Massachusetts Financial Services
1021
Massachusetts Financial Services
Massachusetts
$579K +$2.66K +24 +0.5%
GWANC
1022
Guardian Wealth Advisors (North Carolina)
North Carolina
$574K – – –
RWPA
1023
Richard W. Paul & Associates
Michigan
$570K -$45.9K -415 -8%
CAG
1024
Crestwood Advisors Group
Massachusetts
$569K +$280K +2,535 +107%
BHWM
1025
Bar Harbor Wealth Management
New Hampshire
$568K – – –