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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1026
Trinity Financial Advisors
Ohio
$228K +$211K +3,211 New
9WM
1027
9258 Wealth Management
Ohio
$226K +$207K +3,149 New
MIC
1028
Means Investment Company
Maine
$226K +$206K +3,139 New
BGA
1029
Battery Global Advisors
Massachusetts
$224K +$205K +3,112 New
EWM
1030
Empirical Wealth Management
Washington
$224K -$60.8K -924 -23%
OKSA
1031
O'Keefe Stevens Advisory
New York
$223K -$40.1K -609 -16%
OPPS
1032
Obsidian Personal Planning Solutions
Maryland
$223K +$195K +2,960 New
BHBT
1033
Burke & Herbert Bank & Trust
Virginia
$222K +$203K +3,092 New
SCM
1034
Sage Capital Management
New Jersey
$221K +$203K +3,079 New
CIAS
1035
CFS Investment Advisory Services
New Jersey
$221K +$202K +3,071 New
LAM
1036
L2 Asset Management
Massachusetts
$219K +$201K +3,053 New
GVAG
1037
Great Valley Advisor Group
Delaware
$219K +$200K +3,046 New
OL
1038
Optas LLC
Texas
$218K +$200K +3,038 New
CM
1039
Columbus Macro
Pennsylvania
$217K +$196K +2,981 New
NSIM
1040
North Star Investment Management
Illinois
$217K – – –
CJL
1041
Cyrus J. Lawrence
New York
$217K – – –
OLA
1042
Oliver Luxxe Assets
New Jersey
$217K -$49.7K -755 -20%
PP
1043
PDS Planning
Ohio
$217K +$198K +3,013 New
MFG
1044
Merit Financial Group
Georgia
$216K -$123K -1,866 -38%
OAM
1045
Oberweis Asset Management
Illinois
$216K +$198K +3,003 New
APA
1046
Astoria Portfolio Advisors
New York
$215K +$190K +2,896 New
DFS
1047
Dixon Fnancial Services
California
$212K +$194K +2,951 New
MC
1048
Matisse Capital
Oregon
$211K +$193K +2,940 New
HCM
1049
Hengehold Capital Management
Ohio
$211K +$193K +2,939 New
CCT
1050
Chemung Canal Trust
New York
$208K +$190K +2,894 New
40 41
42
43 44