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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
1026
Vectors Research Management
New York
$9K – – –
CAL
1027
Capital Advisors Ltd
Ohio
$8K – – –
EWA
1028
Evolution Wealth Advisors
Florida
$8K – – –
RA
1029
Resolute Advisors
California
$8K +$7.43K +169 New
TIM
1030
Tortoise Investment Management
New York
$8K +$7.7K +175 New
RWM
1031
Raffa Wealth Management
District of Columbia
$7.95K +$1.01K +23 +16%
GLLW
1032
Graves Light Lenhart Wealth
Virginia
$7K -$6.6K -150 -51%
IBOK
1033
Independence Bank of Kentucky
Kentucky
$7K – – –
PGAM
1034
Princeton Global Asset Management
New Jersey
$7K – – –
WCM
1035
Wealthcare Capital Management
Virginia
$7K +$6.91K +157 New
APWA
1036
Atlas Private Wealth Advisors
New Jersey
$6K – – –
KFP
1037
KB Financial Partners
New Jersey
$6K +$5.37K +122 New
CB
1038
CNB Bank
Pennsylvania
$5K – – –
KFI
1039
Key Financial Inc
Pennsylvania
$5K – – –
SFSIG
1040
San Francisco Sentry Investment Group
California
$5K – – –
MA
1041
MCF Advisors
Kentucky
$5K +$4.22K +96 New
CWA
1042
Carolina Wealth Advisors
South Carolina
$5K +$4.27K +97 New
EIP
1043
Ellis Investment Partners
Pennsylvania
$5K +$4.4K +100 New
MWM
1044
Mascoma Wealth Management
New Hampshire
$5K +$4.4K +100 New
BMD
1045
Better Money Decisions
New Mexico
$5K +$4.97K +113 New
EIM
1046
Essex Investment Management
Massachusetts
$4K – – –
RWG
1047
Regal Wealth Group
California
$4K +$3.92K +89 New
MWP
1048
Meridian Wealth Partners
Pennsylvania
$4K +$4K +91 New
BAM
1049
Bellevue Asset Management
Washington
$3K – – –
FWM
1050
Filbrandt Wealth Management
Wisconsin
$3K +$2.99K +68 New
40 41
42
43 44