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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1101
Cyndeo Wealth Partners
Florida
$489K -$53.5K -450 -10%
CFP
1102
Catalyst Financial Partners
Massachusetts
$487K +$33.9K +285 +7%
NB
1103
Nicolet Bankshares
Wisconsin
$487K +$479K +4,025 New
AU
1104
AlphaGrep UK
$484K -$207K -1,741 -30%
RWM
1105
Revisor Wealth Management
Ohio
$481K -$89K -748 -16%
HI
1106
Harbour Investments
Wisconsin
$481K +$232K +1,953 +93%
JGIA
1107
Jackson Grant Investment Advisers
Connecticut
$479K – – –
VCM
1108
Virtue Capital Management
Tennessee
$478K +$33.7K +283 +7%
CCMG
1109
Clark Capital Management Group
Pennsylvania
$478K +$14.9K +125 +3%
RC
1110
RBO & Co
California
$475K – – –
HPBT
1111
Hickory Point Bank & Trust
Illinois
$474K -$13.1K -110 -3%
JCIA
1112
Jackson Creek Investment Advisors
Colorado
$472K -$71.1K -598 -13%
TCM
1113
Tributary Capital Management
Nebraska
$472K -$8.92K -75 -2%
BBA
1114
BLB&B Advisors
Pennsylvania
$471K -$15.9K -134 -3%
PE
1115
PCM Encore
Colorado
$470K +$60.1K +505 +15%
LGF
1116
LGT Group Foundation
Liechtenstein
$469K +$951 +8 +0.2%
DCM
1117
DGS Capital Management
New Jersey
$468K +$139K +1,169 +42%
CMBA
1118
C.M. Bidwell & Associates
Hawaii
$466K -$2.73K -23 -0.6%
BC
1119
Barrett & Company
Rhode Island
$465K – – –
SWM
1120
Stronghold Wealth Management
Florida
$465K -$1.31K -11 -0.3%
CIAS
1121
CFS Investment Advisory Services
New Jersey
$465K +$17.7K +149 +5%
TFA
1122
Tranquilli Financial Advisor
New Jersey
$464K -$128K -1,077 -22%
EWA
1123
Exencial Wealth Advisors
Oklahoma
$463K -$6.9K -58 -1%
SSCA
1124
South Shore Capital Advisors
Massachusetts
$463K -$291K -2,450 -39%
MO
1125
McMillan Office
Michigan
$463K – – –
43 44
45
46 47