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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1151
KCM Investment Advisors
California
$287K -$9K -106 -3%
SFO
1152
Stenger Family Office
Illinois
$287K +$238K +2,805 New
SP
1153
Stablepoint Partners
Massachusetts
$287K +$2.12K +25 +0.8%
MIM
1154
Marco Investment Management
Georgia
$285K +$10.8K +127 +4%
LW
1155
Linscomb Wealth
Texas
$285K -$11.6K -137 -4%
IIC
1156
Ironwood Investment Counsel
Arizona
$284K +$1.19K +14 +0.5%
BGA
1157
Battery Global Advisors
Massachusetts
$284K – – –
BWM
1158
Bullock Wealth Management
Indiana
$283K – – –
ST
1159
Spinnaker Trust
Maine
$283K -$66.2K -779 -20%
SSC
1160
Syverson Strege & Co
Iowa
$282K +$263K +3,098 New
ILI
1161
Invesco LLC (Illinois)
Illinois
$282K -$63.1K -743 -19%
PDL
1162
Portfolio Design Labs
California
$282K -$64.3K -757 -20%
BHBT
1163
Burke & Herbert Bank & Trust
Virginia
$282K – – –
EW
1164
Evoke Wealth
California
$282K +$262K +3,091 New
MIC
1165
Means Investment Company
Maine
$281K -$5.18K -61 -2%
SWM
1166
Spire Wealth Management
Virginia
$281K -$5.35M -63,009 -95%
CTC
1167
Central Trust Company
Missouri
$280K -$33K -389 -11%
MPM
1168
MBB Public Markets
Illinois
$279K -$60K -707 -19%
NL
1169
NWAM LLC
Washington
$277K +$14.9K +176 +7%
CIAS
1170
CFS Investment Advisory Services
New Jersey
$277K +$11.6K +137 +5%
BSB
1171
Bangor Savings Bank
Maine
$276K – – –
SMC
1172
Smith, Moore & Co
Missouri
$276K -$17K -200 -6%
BAWM
1173
Bennett Associates Wealth Management
Pennsylvania
$276K +$257K +3,025 New
OLA
1174
Oliver Luxxe Assets
New Jersey
$275K – – –
DJSG
1175
D.J. St. Germain
Massachusetts
$275K +$17.7K +209 +7%
45 46
47
48 49