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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1051
Resolute Advisors
California
$9K – – –
TIM
1052
Tortoise Investment Management
New York
$9K – – –
EBA
1053
Eagle Bay Advisors
New York
$9K +$7.36K +147 New
RWM
1054
Raffa Wealth Management
District of Columbia
$8.61K – – –
EWA
1055
Evolution Wealth Advisors
Florida
$8K – – –
IBOK
1056
Independence Bank of Kentucky
Kentucky
$8K – – –
GLLW
1057
Graves Light Lenhart Wealth
Virginia
$7K – – –
BMD
1058
Better Money Decisions
New Mexico
$6K – – –
KFP
1059
KB Financial Partners
New Jersey
$6K – – –
CB
1060
CNB Bank
Pennsylvania
$5K – – –
KFI
1061
Key Financial Inc
Pennsylvania
$5K – – –
SFSIG
1062
San Francisco Sentry Investment Group
California
$5K – – –
TWM
1063
Tradition Wealth Management
Minnesota
$5K +$5.2K +104 New
BAM
1064
Bellevue Asset Management
Washington
$4K – – –
EIM
1065
Essex Investment Management
Massachusetts
$4K – – –
PMAS
1066
PNC Managed Account Solutions
Texas
$4K +$4.3K +86 New
HWMA
1067
Heritage Wealth Management (Arizona)
Arizona
$3K -$14.5K -290 -81%
LFG
1068
Larson Financial Group
Missouri
$3K -$13.2K -263 -84%
FWM
1069
Filbrandt Wealth Management
Wisconsin
$3K – – –
HCP
1070
Hexagon Capital Partners
Arkansas
$3K – – –
TLFA
1071
True Link Financial Advisors
California
$3K +$2.7K +54 New
RDWM
1072
Red Door Wealth Management
Tennessee
$3K +$3.75K +75 New
APWA
1073
Atlas Private Wealth Advisors
New Jersey
$2K -$4.1K -82 -66%
SFO
1074
Standard Family Office
South Dakota
$2K – – –
KFS
1075
Kelly Financial Services
Massachusetts
$1.64K – – –
41 42
43
44 45