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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
1051
High Net Worth Advisory Group
Florida
$25K – – –
GM
1052
GeoWealth Management
Illinois
$24K +$341 +6 +1%
RTC
1053
Riverview Trust Company
Washington
$23K +$26.2K +460 New
Koshinski Asset Management
1054
Koshinski Asset Management
Illinois
$22K +$910 +16 +4%
AIC
1055
Archer Investment Corporation
Indiana
$21.6K – – –
GI
1056
Gradient Investments
Minnesota
$21K -$9.61K -169 -28%
WT
1057
Washington Trust
Rhode Island
$20K -$48.3K -850 -68%
KLWA
1058
Kelly Lawrence W & Associates
California
$20K – – –
PP
1059
PrairieView Partners
Minnesota
$20K – – –
WA
1060
Win Advisors
Florida
$19K +$22.2K +391 New
SWM
1061
Sugarloaf Wealth Management
Georgia
$18K – – –
GAM
1062
Gemmer Asset Management
California
$18K +$625 +11 +3%
EWA
1063
EverSource Wealth Advisors
Alabama
$18K +$3.92K +69 +23%
WBC
1064
West Branch Capital
Massachusetts
$18K +$9.95K +175 +97%
ACA
1065
Atlas Capital Advisors
Wyoming
$17.9K – – –
PGAM
1066
Princeton Global Asset Management
New Jersey
$17K – – –
AA
1067
Addison Advisors
Vermont
$17K +$19.9K +350 New
CMA
1068
Cedar Mountain Advisors
Oregon
$16K – – –
EWM
1069
Endurance Wealth Management
Rhode Island
$16K – – –
MUMSS
1070
Mitsubishi UFJ Morgan Stanley Securities
Japan
$16K +$18.2K +320 New
TFO
1071
Tarbox Family Office
California
$15K -$3.7K -65 -18%
SC
1072
SouthState Corp
Florida
$15K -$1.31K -23 -7%
AAP
1073
Arax Advisory Partners
Colorado
$15K – – –
CCA
1074
Column Capital Advisors
Indiana
$15K – – –
EARNEST Partners
1075
EARNEST Partners
Georgia
$15K – – –