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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1026
PrairieView Partners
Minnesota
$10K -$535 -12 -5%
CAL
1027
Capital Advisors Ltd
Ohio
$10K – – –
SFG
1028
Steward Financial Group
Texas
$10K +$11.1K +250 New
BWL
1029
Bogart Wealth LLC
Virginia
$9.85K – – –
WIM
1030
Westside Investment Management
California
$9.68K – – –
Fuller & Thaler Asset Management
1031
Fuller & Thaler Asset Management
California
$9.6K – – –
RTL
1032
Red Tortoise LLC
Georgia
$9.6K +$223 +5 +2%
HGERS
1033
Householder Group Estate & Retirement Specialist
Arizona
$9.43K +$9.85K +221 New
VWM
1034
Venturi Wealth Management
Texas
$9.34K +$9.76K +219 New
AWA
1035
Authentikos Wealth Advisory
California
$9.08K +$9.49K +213 New
FMP
1036
Financial Management Professionals
Texas
$9K +$713 +16 +9%
BWAM
1037
Boyd Watterson Asset Management
Ohio
$8.53K – – –
OA
1038
Operose Advisors
Wisconsin
$8.1K +$8.46K +190 New
PB
1039
Pinnacle Bancorp
Nebraska
$7.98K – – –
CPG
1040
Cornerstone Planning Group
New Jersey
$7.89K -$15.2K -341 -65%
LIA
1041
Luken Investment Analytics
Tennessee
$7.85K – – –
TIM
1042
Tortoise Investment Management
New York
$7.46K – – –
RCG
1043
Rock Creek Group
District of Columbia
$7.17K -$3.16K -71 -30%
RWM
1044
Raffa Wealth Management
District of Columbia
$7.17K – – –
TH
1045
TCTC Holdings
Texas
$7.12K – – –
GTAM
1046
Global Trust Asset Management
Florida
$7.01K – – –
DAC
1047
Dividend Assets Capital
South Carolina
$7K – – –
SWM
1048
Sugarloaf Wealth Management
Georgia
$6.65K – – –
IBOK
1049
Independence Bank of Kentucky
Kentucky
$6.4K – – –
FPFS
1050
First Personal Financial Services
North Carolina
$6.4K +$6.68K +150 New