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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
CI
1076
Carroll Investors
South Carolina
$25K +$25.6K +445 New
Koshinski Asset Management
1077
Koshinski Asset Management
Illinois
$24.8K – – –
BIA
1078
Bell Investment Advisors
California
$23K – – –
KLWA
1079
Kelly Lawrence W & Associates
California
$23K – – –
PP
1080
PrairieView Partners
Minnesota
$23K – – –
CCC
1081
Crescent Capital Consulting
Louisiana
$23K +$518 +9 +2%
TF
1082
Tompkins Financial
New York
$22K – – –
GAM
1083
Gemmer Asset Management
California
$21K – – –
SWM
1084
Sugarloaf Wealth Management
Georgia
$21K – – –
TFO
1085
Tarbox Family Office
California
$21K – – –
AWA
1086
Amplius Wealth Advisors
Pennsylvania
$21K +$21.2K +369 New
ACA
1087
Atlas Capital Advisors
Wyoming
$21K – – –
PGAM
1088
Princeton Global Asset Management
New Jersey
$20K – – –
RCG
1089
Rock Creek Group
District of Columbia
$20K +$12K +209 +162%
AAP
1090
Arax Advisory Partners
Colorado
$18K – – –
BBHC
1091
Brown Brothers Harriman & Co
New York
$18K – – –
CMA
1092
Cedar Mountain Advisors
Oregon
$18K – – –
EWM
1093
Endurance Wealth Management
Rhode Island
$18K – – –
SC
1094
SouthState Corp
Florida
$18K +$18.4K +320 New
CCA
1095
Column Capital Advisors
Indiana
$17K – – –
EARNEST Partners
1096
EARNEST Partners
Georgia
$17K – – –
VCM
1097
Versant Capital Management
Arizona
$17K – – –
HFS
1098
HBC Financial Services
Washington
$17K +$58 +1 +0.3%
SIS
1099
Sound Income Strategies
Florida
$17K +$4.95K +86 +43%
EWA
1100
EverSource Wealth Advisors
Alabama
$17K +$17K +296 New