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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
1076
Clear Creek Financial Management
Washington
$358K -$25.1K -296 -7%
LFA
1077
Laraway Financial Advisors
Minnesota
$357K +$2.29K +27 +0.7%
BBA
1078
BLB&B Advisors
Pennsylvania
$357K -$12.3K -145 -4%
BC
1079
Barrett & Company
Rhode Island
$357K – – –
EWM
1080
Evercore Wealth Management
New York
$357K – – –
ICP
1081
Interchange Capital Partners
Pennsylvania
$356K +$24.4K +287 +8%
SOS
1082
Silver Oak Securities
Tennessee
$355K +$18.3K +215 +6%
BA
1083
Bridgewater Advisors
New York
$354K +$13.9K +164 +5%
GAG
1084
GM Advisory Group
New York
$352K – – –
CJ
1085
Caitlin John
Michigan
$352K +$328K +3,865 New
CM
1086
Columbus Macro
Pennsylvania
$352K -$3.57K -42 -1%
QWP
1087
Quotient Wealth Partners
Texas
$349K +$56.2K +662 +21%
CFSG
1088
Clark Financial Services Group
Missouri
$347K +$29.1K +343 +10%
TW
1089
TritonPoint Wealth
Maryland
$343K +$320K +3,764 New
Fidelity International
1090
Fidelity International
Bermuda
$342K +$319K +3,759 New
GWMR
1091
GC Wealth Management RIA
Massachusetts
$342K +$319K +3,752 New
CA
1092
Claro Advisors
Massachusetts
$341K -$39.7K -467 -11%
IA
1093
Integrity Alliance
Iowa
$341K -$692K -8,147 -69%
FA
1094
FDx Advisors
Illinois
$340K -$6.71K -79 -2%
AWM
1095
Angeles Wealth Management
California
$337K +$90.5K +1,066 +40%
WCP
1096
Welch Capital Partners
New York
$337K – – –
MHC
1097
Meyer Handelman Company
New York
$337K – – –
IAIM
1098
International Assets Investment Management
Florida
$334K +$1.91M +22,454 New
IAN
1099
Integrated Advisors Network
Texas
$330K +$9.43K +111 +3%
KCP
1100
Kera Capital Partners
California
$329K +$61.2K +721 +25%