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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1026
Hofer & Associates
California
$326K +$4.02K +52 +1%
JWA
1027
JFS Wealth Advisors
Pennsylvania
$323K +$464 +6 +0.1%
SC
1028
Sepio Capital
Utah
$320K -$111K -1,442 -26%
DPW
1029
DiNuzzo Private Wealth
Pennsylvania
$320K +$155 +2 +0%
CAAS
1030
Capital Asset Advisory Services
Michigan
$320K +$39.7K +513 +14%
PFW
1031
Petros Family Wealth
Minnesota
$316K +$318K +4,118 New
CIM
1032
Cambria Investment Management
California
$315K +$317K +4,095 New
FCP
1033
Fidelis Capital Partners
Florida
$315K +$24.4K +316 +9%
PWMAG
1034
Pinnacle Wealth Management Advisory Group
New Jersey
$314K -$1.7K -22 -0.5%
CM
1035
Columbus Macro
Pennsylvania
$313K +$84K +1,087 +36%
BBA
1036
BLB&B Advisors
Pennsylvania
$312K -$3.87K -50 -1%
RCM
1037
Radnor Capital Management
Pennsylvania
$311K – – –
SMC
1038
Smith, Moore & Co
Missouri
$310K +$312K +4,038 New
LFA
1039
Laraway Financial Advisors
Minnesota
$309K – – –
SC
1040
Stephenson & Company
California
$309K – – –
HPBT
1041
Hickory Point Bank & Trust
Illinois
$308K +$310K +4,007 New
LCC
1042
Lincoln Capital Corp
Rhode Island
$307K -$69.6K -900 -18%
1WM
1043
1900 Wealth Management
Texas
$307K – – –
RC
1044
RBO & Co
California
$307K – – –
1WM
1045
1858 Wealth Management
Ohio
$306K – – –
FMTCOCP
1046
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$305K – – –
CA
1047
Claro Advisors
Massachusetts
$303K -$17.3K -224 -5%
LA
1048
LM Advisors
California
$302K – – –
QC
1049
Quent Capital
New York
$302K +$5.49K +71 +2%
BC
1050
Barrett & Company
Rhode Island
$301K – – –
40 41
42
43 44