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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MO
1151
McMillan Office
Michigan
$564K – – –
PP
1152
PDS Planning
Ohio
$564K +$42.2K +309 +9%
BFM
1153
Boothbay Fund Management
New York
$564K +$149K +1,091 +39%
LWM
1154
Laidlaw Wealth Management
New York
$562K +$195K +1,427 +58%
WRPWM
1155
Werba Rubin Papier Wealth Management
California
$561K +$8.34K +61 +2%
RWM
1156
Revisor Wealth Management
Ohio
$560K -$25.4K -186 -5%
OAM
1157
Oxford Asset Management
United Kingdom
$556K +$526K +3,845 New
BTW
1158
Boston Trust Walden
Massachusetts
$556K – – –
LCM
1159
Laurion Capital Management
New York
$551K +$521K +3,813 New
PE
1160
PCM Encore
Colorado
$549K -$23K -168 -4%
KW
1161
Keyvantage Wealth
Pennsylvania
$548K -$1.91K -14 -0.4%
LS
1162
Livforsakringsbolaget Skandia
Sweden
$547K -$219K -1,600 -30%
FC
1163
FORA Capital
Florida
$547K +$517K +3,781 New
AWE
1164
Avidian Wealth Enterprises
Texas
$543K +$54K +395 +12%
TCBWMS
1165
Texas Capital Bank Wealth Management Services
Texas
$542K +$9.43K +69 +2%
MMA
1166
Miracle Mile Advisors
California
$541K +$33.1K +242 +7%
SL
1167
Sentinus LLC
Illinois
$541K -$64.9K -475 -11%
LFA
1168
Legacy Financial Advisors
Kentucky
$541K -$820 -6 -0.2%
OP
1169
Oslo Pensjonsforsikring
$539K -$98K -717 -16%
HTC
1170
Haverford Trust Company
Pennsylvania
$538K -$16.3K -119 -3%
AWM
1171
Aprio Wealth Management
Georgia
$537K -$56.3K -412 -10%
TWM
1172
Troutman Wealth Management
Pennsylvania
$536K +$2.05K +15 +0.4%
DBIA
1173
Dumont & Blake Investment Advisors
New Jersey
$536K -$65.9K -482 -12%
KIA
1174
KCM Investment Advisors
California
$535K -$957 -7 -0.2%
WCP
1175
Welch Capital Partners
New York
$535K – – –
45 46
47
48 49