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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1151
Bangor Savings Bank
Maine
$254K – – –
OLA
1152
Oliver Luxxe Assets
New Jersey
$253K – – –
MIM
1153
Marco Investment Management
Georgia
$252K -$33.6K -400 -12%
GVAG
1154
Great Valley Advisor Group
Delaware
$250K -$18K -214 -7%
DFS
1155
Dixon Fnancial Services
California
$247K – – –
OAM
1156
Oberweis Asset Management
Illinois
$247K +$84 +1 +0%
NSIM
1157
North Star Investment Management
Illinois
$247K – – –
MC
1158
Matisse Capital
Oregon
$247K – – –
FAM
1159
Formidable Asset Management
Ohio
$247K +$247K +2,940 New
RWP
1160
Revolve Wealth Partners
New Jersey
$246K +$6.55K +78 +3%
CIAS
1161
CFS Investment Advisory Services
New Jersey
$244K -$420 -5 -0.2%
SCM
1162
Sage Capital Management
New Jersey
$244K +$84 +1 +0%
MPWT
1163
MassMutual Private Wealth & Trust
Connecticut
$243K +$16.1K +191 +7%
HCM
1164
Hengehold Capital Management
Ohio
$243K – – –
KCP
1165
Kera Capital Partners
California
$242K +$21.8K +260 +10%
NC
1166
Napatree Capital
Rhode Island
$242K +$14.2K +169 +6%
PW
1167
PUREfi Wealth
Massachusetts
$241K -$28.7K -341 -11%
FFG
1168
Fiduciary Financial Group
California
$239K -$274K -3,264 -51%
WA
1169
Wealth Alliance
New York
$238K +$239K +2,842 New
CAAS
1170
Capital Asset Advisory Services
Michigan
$238K -$112K -1,330 -32%
CCT
1171
Chemung Canal Trust
New York
$237K -$5.46K -65 -2%
WRPWM
1172
Werba Rubin Papier Wealth Management
California
$237K -$13.2K -157 -5%
OPPS
1173
Obsidian Personal Planning Solutions
Maryland
$237K – – –
SAA
1174
Southeast Asset Advisors
Georgia
$237K +$237K +2,824 New
AWE
1175
Avidian Wealth Enterprises
Texas
$237K -$374K -4,448 -61%
45 46
47
48 49