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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1076
Stephenson & Company
California
$438K – – –
MFC
1077
Mechanics Financial Corp
Ohio
$438K +$83.4K +818 +26%
RC
1078
RBO & Co
California
$436K – – –
PWMAG
1079
Pinnacle Wealth Management Advisory Group
New Jersey
$433K -$7.65K -75 -2%
BBA
1080
BLB&B Advisors
Pennsylvania
$433K +$5.41K +53 +1%
FMTCOCP
1081
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$432K – – –
APW
1082
Austin Private Wealth
Texas
$429K -$306 -3 -0.1%
LFA
1083
Laraway Financial Advisors
Minnesota
$428K – – –
BC
1084
Barrett & Company
Rhode Island
$427K – – –
UAG
1085
United Advisor Group
Ohio
$426K -$168K -1,648 -30%
PAS
1086
Point72 Asia (Singapore)
Singapore
$426K +$399K +3,909 New
BTW
1087
Boston Trust Walden
Massachusetts
$424K +$32.6K +320 +9%
MWM
1088
Modern Wealth Management
Kansas
$423K -$177K -1,734 -31%
1WM
1089
1858 Wealth Management
Ohio
$421K -$14.9K -146 -4%
TCWA
1090
Turtle Creek Wealth Advisors
Texas
$420K +$100K +981 +34%
DWP
1091
Daymark Wealth Partners
Ohio
$420K -$36.2K -355 -8%
HAS
1092
HBW Advisory Services
California
$418K +$391K +3,835 New
VWM
1093
Vigilare Wealth Management
Arizona
$418K +$391K +3,834 New
FHC
1094
First Heartland Consultants
Missouri
$417K -$109K -1,068 -22%
FA
1095
FDx Advisors
Illinois
$417K +$12.7K +125 +3%
TW
1096
TritonPoint Wealth
Maryland
$415K +$4.38K +43 +1%
AWM
1097
Angeles Wealth Management
California
$414K +$9.99K +98 +3%
NAS
1098
Nicolet Advisory Services
Wisconsin
$412K +$408 +4 +0.1%
BFA
1099
Brendel Financial Advisors
New Hampshire
$412K +$385K +3,779 New
EFG
1100
Ethos Financial Group
Pennsylvania
$410K -$57.2K -561 -13%
42 43
44
45 46