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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
1101
Fairview Capital Investment Management
California
$254K – – –
SFP
1102
Sandbox Financial Partners
Maryland
$254K -$1.31K -17 -0.5%
OPPS
1103
Obsidian Personal Planning Solutions
Maryland
$253K -$1.08K -14 -0.5%
TWM
1104
Tolleson Wealth Management
Texas
$253K +$254K +3,289 New
RZH
1105
Relyea Zuckerberg Hanson
Connecticut
$252K +$254K +3,284 New
HSA
1106
HBK Sorce Advisory
Pennsylvania
$251K -$54.2K -701 -18%
MCM
1107
MV Capital Management
Maryland
$250K +$49.4K +639 +24%
FBT
1108
First Bank & Trust
South Dakota
$249K -$14.5K -188 -5%
TFA
1109
Trinity Financial Advisors
Ohio
$249K – – –
EWA
1110
Exencial Wealth Advisors
Oklahoma
$248K -$23.4K -303 -9%
TF
1111
Tompkins Financial
New York
$247K – – –
PW
1112
PUREfi Wealth
Massachusetts
$247K +$248K +3,210 New
OL
1113
Optas LLC
Texas
$246K +$12.8K +165 +5%
BOH
1114
Bank of Hawaii
Hawaii
$246K -$3.87K -50 -2%
GVAG
1115
Great Valley Advisor Group
Delaware
$246K +$11.4K +148 +5%
BMCM
1116
Burns Matteson Capital Management
New York
$245K +$247K +3,193 New
ESB
1117
Essex Savings Bank
Connecticut
$245K +$1.62K +21 +0.7%
SP
1118
Stablepoint Partners
Massachusetts
$245K – – –
AC
1119
ASB Consultores
Florida
$245K +$246K +3,188 New
KSB
1120
Kennebec Savings Bank
Maine
$245K – – –
MIC
1121
Means Investment Company
Maine
$242K +$386 +5 +0.2%
AWC
1122
Abundance Wealth Counselors
Pennsylvania
$241K -$67.5K -873 -22%
IC
1123
Iconiq Capital
California
$240K +$242K +3,129 New
BGA
1124
Battery Global Advisors
Massachusetts
$239K – – –
OKSA
1125
O'Keefe Stevens Advisory
New York
$239K – – –
43 44
45
46 47