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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
1026
Rehmann Capital Advisory Group
Michigan
$500K +$162K +1,587 +53%
BGAI
1027
Bruce G. Allen Investments
Colorado
$499K +$4.89K +48 +1%
CWP
1028
Cyndeo Wealth Partners
Florida
$498K -$102K -1,000 -18%
SPC
1029
Sigma Planning Corp
Michigan
$498K -$3.26K -32 -0.7%
MBI
1030
May Barnhard Investments
Maryland
$496K -$131K -1,283 -22%
BPAMU
1031
BTG Pactual Asset Management US
New York
$496K +$464K +4,548 New
PCIA
1032
Prime Capital Investment Advisors
Kansas
$494K -$29.8K -292 -6%
AC
1033
Apella Capital
Connecticut
$493K +$135K +1,325 +40%
ICM
1034
Intrepid Capital Management
Florida
$492K -$491K -4,817 -52%
QC
1035
Quent Capital
New York
$492K +$7.04K +69 +2%
CI Investments Inc
1036
CI Investments Inc
Ontario, Canada
$487K +$17.5K +172 +4%
DBIA
1037
Dumont & Blake Investment Advisors
New Jersey
$487K -$5.61K -55 -1%
AR
1038
Apeiron RIA
Texas
$486K -$195K -1,908 -29%
TCM
1039
Tradewinds Capital Management
Washington
$484K – – –
VIP
1040
Vista Investment Partners
Oklahoma
$484K -$204 -2 -0%
LGF
1041
LGT Group Foundation
Liechtenstein
$483K -$812K -7,965 -64%
CFSG
1042
Clark Financial Services Group
Missouri
$480K +$60.6K +594 +16%
PCS
1043
Personal CFO Solutions
New Jersey
$479K +$21.4K +210 +5%
OBGC
1044
O'Brien Greene & Co
Pennsylvania
$478K – – –
SA
1045
Strategic Advisors
New York
$478K -$5.81K -57 -1%
CA
1046
Claro Advisors
Massachusetts
$475K +$63.4K +622 +17%
RDFA
1047
Ritter Daniher Financial Advisory
Ohio
$474K +$444K +4,352 New
FCH
1048
Freestone Capital Holdings
Washington
$474K -$31.2K -306 -7%
VEA
1049
Virtus ETF Advisers
New York
$473K -$297K -2,913 -40%
CAMG
1050
CWA Asset Management Group
Florida
$467K +$22.1K +217 +5%