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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
WBCM
1051
Wilson & Boucher Capital Management
California
$389K – – –
PFW
1052
Petros Family Wealth
Minnesota
$388K -$24.5K -289 -6%
MEAC
1053
M.E. Allison & Co
Texas
$387K -$49.4K -582 -12%
Fuller & Thaler Asset Management
1054
Fuller & Thaler Asset Management
California
$385K – – –
FG
1055
Fiduciary Group
Georgia
$385K – – –
NAS
1056
Nicolet Advisory Services
Wisconsin
$385K +$96K +1,130 +41%
DWP
1057
Daymark Wealth Partners
Ohio
$383K +$18.3K +215 +5%
DPW
1058
DiNuzzo Private Wealth
Pennsylvania
$383K +$2.72K +32 +0.8%
PCS
1059
Personal CFO Solutions
New Jersey
$381K -$249K -2,935 -41%
PP
1060
PDS Planning
Ohio
$375K +$39K +459 +13%
HPBT
1061
Hickory Point Bank & Trust
Illinois
$374K +$8.49K +100 +2%
SC
1062
Sepio Capital
Utah
$372K -$7.05K -83 -2%
CAMG
1063
CWA Asset Management Group
Florida
$371K -$3.23M -38,088 -90%
PWMAG
1064
Pinnacle Wealth Management Advisory Group
New Jersey
$369K -$11.2K -132 -3%
RCM
1065
Radnor Capital Management
Pennsylvania
$369K – – –
SC
1066
Stephenson & Company
California
$366K – – –
1WM
1067
1858 Wealth Management
Ohio
$366K -$18.1K -213 -5%
1WM
1068
1900 Wealth Management
Texas
$365K +$255 +3 +0.1%
BAM
1069
BOCHK Asset Management
Hong Kong
$364K -$764K -9,000 -69%
RC
1070
RBO & Co
California
$364K – – –
EP
1071
Essential Partners
California
$364K +$340K +3,998 New
FMTCOCP
1072
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$361K -$5.52K -65 -2%
CA
1073
Clearstead Advisors
Ohio
$361K -$32.1K -378 -9%
APW
1074
Austin Private Wealth
Texas
$359K +$17K +200 +5%
PCA
1075
Peddock Capital Advisors
Massachusetts
$359K – – –