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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1151
Hengehold Capital Management
Ohio
$222K -$3.63K -47 -2%
KIA
1152
KCM Investment Advisors
California
$222K +$224K +2,892 New
IFG
1153
Independent Financial Group
California
$221K +$223K +2,880 New
WP
1154
WealthShield Partners
North Carolina
$221K +$464 +6 +0.2%
RWP
1155
Revolve Wealth Partners
New Jersey
$220K +$221K +2,858 New
OPWM
1156
Oregon Pacific Wealth Management
Oregon
$219K +$220K +2,851 New
LW
1157
Linscomb Wealth
Texas
$218K – – –
OLA
1158
Oliver Luxxe Assets
New Jersey
$217K – – –
VAM
1159
Verity Asset Management
North Carolina
$217K – – –
CIA
1160
Capital Investment Advisors
Georgia
$216K +$217K +2,812 New
KP
1161
Keel Point
Alabama
$213K +$214K +2,768 New
TA
1162
TFB Advisors
Kansas
$212K +$213K +2,756 New
RSWM
1163
Robertson Stephens Wealth Management
California
$211K -$3.79K -49 -2%
SWM
1164
Stockman Wealth Management
Montana
$211K +$213K +2,750 New
Massachusetts Financial Services
1165
Massachusetts Financial Services
Massachusetts
$210K +$211K +2,733 New
RPGK
1166
Retirement Planning Group (Kansas)
Kansas
$210K +$211K +2,727 New
NC
1167
Napatree Capital
Rhode Island
$209K +$210K +2,716 New
MPWT
1168
MassMutual Private Wealth & Trust
Connecticut
$208K +$1.47K +19 +0.7%
SYBT
1169
Stock Yards Bank & Trust
Kentucky
$207K +$208K +2,696 New
WFAG
1170
Wescott Financial Advisory Group
Pennsylvania
$207K +$208K +2,692 New
CFSG
1171
Clark Financial Services Group
Missouri
$205K +$206K +2,665 New
CWM
1172
Chemistry Wealth Management
New York
$205K +$206K +2,665 New
PFBT
1173
Parkside Financial Bank & Trust
Missouri
$205K – – –
ILI
1174
Invesco LLC (Illinois)
Illinois
$204K +$205K +2,658 New
TWA
1175
TCI Wealth Advisors
Arizona
$204K +$205K +2,657 New