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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
OBGC
1076
O'Brien Greene & Co
Pennsylvania
$521K – – –
MFC
1077
Mechanics Financial Corp
Ohio
$518K – – –
FCH
1078
Freestone Capital Holdings
Washington
$518K -$11.5K -97 -2%
SA
1079
Strategic Advisors
New York
$517K +$714 +6 +0.1%
PDL
1080
Portfolio Design Labs
California
$517K +$238K +1,999 +85%
TCM
1081
Tradewinds Capital Management
Washington
$515K – – –
HA
1082
Hofer & Associates
California
$514K +$238 +2 +0%
CFSG
1083
Clark Financial Services Group
Missouri
$507K +$22.8K +192 +5%
RDFA
1084
Ritter Daniher Financial Advisory
Ohio
$505K -$18.1K -152 -3%
DWM
1085
Drive Wealth Management
Utah
$504K -$32.7K -275 -6%
OL
1086
Optas LLC
Texas
$502K +$67.7K +569 +16%
MBI
1087
May Barnhard Investments
Maryland
$502K -$30.4K -256 -6%
Fuller & Thaler Asset Management
1088
Fuller & Thaler Asset Management
California
$501K – – –
AHL
1089
Abel Hall LLC
Louisiana
$501K -$17.2K -145 -3%
FG
1090
Fiduciary Group
Georgia
$501K -$4.16K -35 -0.8%
SL
1091
Sentinus LLC
Illinois
$500K +$13.1K +110 +3%
DPW
1092
DiNuzzo Private Wealth
Pennsylvania
$499K +$238 +2 +0%
BMCM
1093
Burns Matteson Capital Management
New York
$499K -$5.11K -43 -1%
DBIA
1094
Dumont & Blake Investment Advisors
New Jersey
$497K -$5.35K -45 -1%
MEAC
1095
M.E. Allison & Co
Texas
$496K – – –
BRWA
1096
B. Riley Wealth Advisors
Florida
$495K -$707K -5,942 -58%
WBCM
1097
Wilson & Boucher Capital Management
California
$494K – – –
1WM
1098
1900 Wealth Management
Texas
$493K +$15.9K +134 +3%
OF
1099
Optimize Financial
California
$490K +$492K +4,134 New
AWM
1100
Aprio Wealth Management
Georgia
$489K +$18.2K +153 +4%