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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1051
International Assets Investment Management
Florida
$208K +$2.61M +39,651 +241%
WP
1052
WealthShield Partners
North Carolina
$206K +$188K +2,866 New
QWP
1053
Quotient Wealth Partners
Texas
$205K +$188K +2,858 New
AA
1054
Advisory Alpha
Michigan
$204K +$187K +2,838 New
LW
1055
Linscomb Wealth
Texas
$204K +$187K +2,837 New
CW
1056
CIC Wealth
Maryland
$203K +$186K +2,831 New
VAM
1057
Verity Asset Management
North Carolina
$203K -$60.3K -917 -25%
MW
1058
Maia Wealth
Colorado
$202K +$174K +2,646 New
RSWM
1059
Robertson Stephens Wealth Management
California
$201K +$184K +2,800 New
SMA
1060
Seven Mile Advisory
New Jersey
$201K +$184K +2,800 New
CHC
1061
City Holding Co
West Virginia
$200K -$4.14K -63 -2%
CFG
1062
CKW Financial Group
Hawaii
$199K -$6.58K -100 -3%
BWM
1063
Bullock Wealth Management
Indiana
$195K +$10K +152 +6%
MPWT
1064
MassMutual Private Wealth & Trust
Connecticut
$193K +$4.47K +68 +3%
PFBT
1065
Parkside Financial Bank & Trust
Missouri
$191K +$526 +8 +0.3%
MCM
1066
MV Capital Management
Maryland
$188K +$29.5K +449 +21%
WB
1067
Webster Bank
Connecticut
$188K – – –
WTA
1068
Washington Trust Advisors
Massachusetts
$187K +$658 +10 +0.4%
BIA
1069
Bell Investment Advisors
California
$183K -$723 -11 -0.4%
CA
1070
Continuum Advisory
Idaho
$182K +$74.5K +1,133 +93%
WSCM
1071
Wellington Shields Capital Management
New York
$180K – – –
CWM
1072
Compass Wealth Management
Connecticut
$172K – – –
MIM
1073
Macroview Investment Management
Maryland
$172K – – –
MIM
1074
Meridiem Investment Management
United Kingdom
$172K – – –
TPCW
1075
TD Private Client Wealth
New York
$166K +$4.01K +61 +3%
41 42
43
44 45