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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1151
TFC Financial Management
Massachusetts
$1.67K +$368 +8 +33%
FFA
1152
Frazier Financial Advisors
Ohio
$1.3K +$1.15K +25 New
W
1153
WealthCollab
Washington
$1.3K +$1.15K +25 New
VWA
1154
Valued Wealth Advisors
Utah
$1.2K +$1.29K +28 New
GAMC
1155
Garner Asset Management Corp
Texas
$1.09K +$921 +20 New
Acadian Asset Management
1156
Acadian Asset Management
Massachusetts
$1K -$19.3K -420 -93%
FMP
1157
Financial Management Professionals
Texas
$1K -$8.24K -179 -90%
CA
1158
Centerpoint Advisors
Massachusetts
$1K – – –
TWP
1159
TFO Wealth Partners
Ohio
$937 – – –
CFS
1160
CGC Financial Services
Oregon
$781 – – –
TCA
1161
Trifecta Capital Advisors
Illinois
$781 – – –
CHA
1162
Carmichael Hill & Associates
Maryland
$667 – – –
KFS
1163
Kelly Financial Services
Massachusetts
$547 – – –
OP
1164
ORG Partners
Indiana
$424 +$368 +8 New
CJ
1165
Caitlin John
Michigan
$422 +$368 +8 New
PFA
1166
Pathway Financial Advisers
Indiana
$26 – – –
DWM
1167
Dogwood Wealth Management
Kansas
$8 – – –
HWP
1168
Highline Wealth Partners
California
$1 – – –
ACL
1169
Azora Capital LP
Florida
– -$27.2M -638,566 Closed
CF
1170
Cantor Fitzgerald
New York
– -$15M -352,257 Closed
NRCM
1171
North Reef Capital Management
California
– -$13.4M -315,000 Closed
Point72 Asset Management
1172
Point72 Asset Management
Connecticut
– -$12.2M -263,969 Closed
CSS
1173
Cubist Systematic Strategies
Connecticut
– -$10.5M -228,827 Closed
Hudson Bay Capital Management
1174
Hudson Bay Capital Management
Connecticut
– -$9.38M -220,000 Closed
PMAM
1175
Picton Mahoney Asset Management
Ontario, Canada
– -$8.81M -206,564 Closed