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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1101
Westside Investment Management
California
$11.8K – – –
QL
1102
Quarry LP
New York
$11.3K +$9.99K +217 New
TCG
1103
Transcendent Capital Group
Oklahoma
$11.2K +$9.95K +216 New
HGERS
1104
Householder Group Estate & Retirement Specialist
Arizona
$11K – – –
BWAM
1105
Boyd Watterson Asset Management
Ohio
$10.4K – – –
OA
1106
Operose Advisors
Wisconsin
$9.89K – – –
PB
1107
Pinnacle Bancorp
Nebraska
$9.73K – – –
CB
1108
Centennial Bank
Arkansas
$9.63K -$296K -6,434 -97%
LIA
1109
Luken Investment Analytics
Tennessee
$9.58K – – –
TIM
1110
Tortoise Investment Management
New York
$9.11K – – –
DAC
1111
Dividend Assets Capital
South Carolina
$9K – – –
RWM
1112
Raffa Wealth Management
District of Columbia
$8.74K – – –
RTL
1113
Red Tortoise LLC
Georgia
$8.69K -$2.67K -58 -26%
TH
1114
TCTC Holdings
Texas
$8.69K – – –
GTAM
1115
Global Trust Asset Management
Florida
$8.56K – – –
SWM
1116
Sugarloaf Wealth Management
Georgia
$8.12K – – –
FFO
1117
Fortitude Family Office
Arizona
$8.12K +$7.18K +156 New
FPFS
1118
First Personal Financial Services
North Carolina
$7.81K – – –
IBOK
1119
Independence Bank of Kentucky
Kentucky
$7.81K – – –
FFL
1120
Financial Freedom LLC
Ohio
$7.29K +$3.59K +78 +126%
IPW
1121
Impact Partnership Wealth
Georgia
$7.05K -$48.1K -1,045 -88%
ADL
1122
Asset Dedication LLC
California
$7K – – –
LF
1123
Lee Financial
Texas
$6.61K +$5.07K +110 +647%
Jones Financial Companies
1124
Jones Financial Companies
Missouri
$6.51K – – –
AWM
1125
Abound Wealth Management
Tennessee
$6.15K +$1.47K +32 +37%