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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1076
Lindbrook Capital
California
$306K +$252 +3 +0.1%
PCM
1077
Prelude Capital Management
New York
$305K +$24.2K +288 +9%
SOS
1078
Silver Oak Securities
Tennessee
$304K -$840 -10 -0.3%
ICP
1079
Interchange Capital Partners
Pennsylvania
$304K +$305K +3,626 New
LFA
1080
Legacy Financial Advisors
Kentucky
$303K +$304K +3,614 New
TPCM
1081
Templeton & Phillips Capital Management
Tennessee
$302K – – –
BTW
1082
Boston Trust Walden
Massachusetts
$300K – – –
FCP
1083
Fidelis Capital Partners
Florida
$299K +$9.16K +109 +3%
MWM
1084
Meridian Wealth Management
Kentucky
$297K +$297K +3,540 New
AO
1085
Advisor OS
Illinois
$296K +$297K +3,531 New
HI
1086
Hudock Inc
Pennsylvania
$296K – – –
KP
1087
Keel Point
Alabama
$295K +$62.9K +749 +27%
TPCW
1088
TD Private Client Wealth
New York
$295K +$106K +1,261 +56%
IAN
1089
Integrated Advisors Network
Texas
$295K -$30.8K -366 -9%
BOH
1090
Bank of Hawaii
Hawaii
$294K +$25.2K +300 +9%
HVIA
1091
Hudson Valley Investment Advisors
New York
$293K -$30.3K -360 -9%
LAM
1092
Longboard Asset Management
Arizona
$291K – – –
CFSG
1093
Clark Financial Services Group
Missouri
$291K +$67.3K +801 +30%
CTC
1094
Central Trust Company
Missouri
$291K +$7.06K +84 +2%
DWM
1095
Drive Wealth Management
Utah
$290K -$4.87K -58 -2%
SW
1096
SteelPeak Wealth
California
$290K -$4.78M -56,898 -94%
RZH
1097
Relyea Zuckerberg Hanson
Connecticut
$289K +$13.3K +158 +5%
MW
1098
Maia Wealth
Colorado
$288K +$21.5K +256 +7%
SW
1099
SMART Wealth
Nebraska
$288K +$288K +3,431 New
WLG
1100
Williamson Legacy Group
Indiana
$287K +$288K +3,427 New
42 43
44
45 46