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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1126
Clearstead Trust
Maine
$32.4K +$31.3K +541 New
AEPWM
1127
Atlantic Edge Private Wealth Management
Florida
$31.9K – – –
RWMG
1128
Redwood Wealth Management Group
New Jersey
$30.2K +$29.2K +505 New
GBT
1129
Grove Bank & Trust
Florida
$29.9K -$40.5K -700 -58%
MSFP
1130
Mark Sheptoff Financial Planning
Connecticut
$29.9K – – –
SGC
1131
Slocum, Gordon & Co
Rhode Island
$29.9K – – –
OW
1132
Olistico Wealth
Oklahoma
$29.9K +$28.9K +500 New
WIA
1133
Wetzel Investment Advisors
Indiana
$29.4K – – –
FPB
1134
First PREMIER Bank
South Dakota
$29K -$10.9K -188 -28%
RFG
1135
REAP Financial Group
Texas
$27.9K -$984 -17 -4%
GLR
1136
Great Lakes Retirement
Ohio
$27.8K +$26.8K +464 New
SWA
1137
SOA Wealth Advisors
New York
$26.7K +$174 +3 +0.7%
BONH
1138
Bank of New Hampshire
New Hampshire
$26.5K – – –
CT
1139
Caldwell Trust
Florida
$26.4K – – –
JWM
1140
Janiczek Wealth Management
Colorado
$26.4K -$1.91K -33 -7%
HBW
1141
Hazlett, Burt & Watson
West Virginia
$26K +$7.87K +136 +46%
HIA
1142
Harbor Investment Advisory
Maryland
$25.1K +$579 +10 +2%
C
1143
Covestor
United Kingdom
$25K -$57.2K -988 -71%
OWA
1144
Opal Wealth Advisors
New York
$24.3K +$23.4K +405 New
MFA
1145
McClarren Financial Advisors
Pennsylvania
$24K -$19.7K -341 -85%
KLWA
1146
Kelly Lawrence W & Associates
California
$24K – – –
CAL
1147
Capital Advisors Ltd
Ohio
$23K +$5.03K +87 +30%
ACA
1148
Atlas Capital Advisors
Wyoming
$22.9K – – –
WT
1149
Washington Trust
Rhode Island
$21.6K – – –
HFS
1150
HBC Financial Services
Washington
$21K +$116 +2 +0.6%
44 45
46
47 48