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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1126
Virtue Capital Management
Tennessee
$453K +$207K +1,868 +93%
APW
1127
Austin Private Wealth
Texas
$450K -$6.86K -62 -2%
FFA
1128
Fragasso Financial Advisors
Pennsylvania
$449K +$98.6K +891 +30%
CI Investments Inc
1129
CI Investments Inc
Ontario, Canada
$448K -$68K -615 -14%
IA
1130
IFP Advisors
Florida
$448K -$25.1K -227 -6%
SPC
1131
Sigma Planning Corp
Michigan
$446K -$80K -723 -16%
BTW
1132
Boston Trust Walden
Massachusetts
$446K -$5.53K -50 -1%
CFP
1133
Catalyst Financial Partners
Massachusetts
$444K +$423K +3,823 New
KW
1134
Keyvantage Wealth
Pennsylvania
$443K -$50.1K -453 -11%
AC
1135
AlphaCore Capital
California
$437K +$76.6K +692 +23%
BFA
1136
Brendel Financial Advisors
New Hampshire
$433K -$5.53K -50 -1%
WCP
1137
Welch Capital Partners
New York
$430K – – –
MHC
1138
Meyer Handelman Company
New York
$429K – – –
PCA
1139
Peddock Capital Advisors
Massachusetts
$428K – – –
CRC
1140
Curi RMB Capital
Illinois
$428K +$408K +3,689 New
TWM
1141
Troutman Wealth Management
Pennsylvania
$427K +$407K +3,678 New
SIA
1142
Sage Investment Advisers
New York
$427K +$407K +3,677 New
PP
1143
PDS Planning
Ohio
$426K -$63.2K -571 -13%
WA
1144
Waddell & Associates
Tennessee
$426K +$198K +1,787 +95%
OL
1145
Optas LLC
Texas
$426K +$14.2K +128 +4%
TW
1146
TritonPoint Wealth
Maryland
$421K -$19.6K -177 -5%
QWP
1147
Quotient Wealth Partners
Texas
$418K -$4.76K -43 -1%
TPCM
1148
Templeton & Phillips Capital Management
Tennessee
$418K – – –
BAM
1149
Berkshire Asset Management
Pennsylvania
$418K -$212K -1,919 -35%
IAN
1150
Integrated Advisors Network
Texas
$416K +$4.76K +43 +1%