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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1176
Cornerstone Planning Group
New Jersey
$13.1K -$826 -15 -6%
PP
1177
PrairieView Partners
Minnesota
$13K -$2.15K -39 -16%
SVCP
1178
Silicon Valley Capital Partners
California
$13K +$12.4K +225 New
HGERS
1179
Householder Group Estate & Retirement Specialist
Arizona
$12.7K – – –
TCG
1180
Transcendent Capital Group
Oklahoma
$12.5K +$55 +1 +0.5%
HNB
1181
Hilltop National Bank
Wyoming
$12.4K +$11.9K +216 New
LF
1182
LifeSteps Financial
California
$12.3K +$11.8K +214 New
AP
1183
Atwood & Palmer
Missouri
$11.5K -$8.53K -155 -44%
BWAM
1184
Boyd Watterson Asset Management
Ohio
$11.5K – – –
OA
1185
Operose Advisors
Wisconsin
$10.9K – – –
PB
1186
Pinnacle Bancorp
Nebraska
$10.8K – – –
GI
1187
Gradient Investments
Minnesota
$10.7K -$11.2K -203 -52%
CB
1188
Centennial Bank
Arkansas
$10.7K – – –
LIA
1189
Luken Investment Analytics
Tennessee
$10.6K – – –
EC
1190
EntryPoint Capital
New York
$10.4K -$20.9K -380 -68%
HWA
1191
Heritage Wealth Advisors
Virginia
$10.4K -$408K -7,409 -98%
TIM
1192
Tortoise Investment Management
New York
$10.1K – – –
RWM
1193
Raffa Wealth Management
District of Columbia
$9.68K – – –
RTL
1194
Red Tortoise LLC
Georgia
$9.62K – – –
TH
1195
TCTC Holdings
Texas
$9.62K – – –
GTAM
1196
Global Trust Asset Management
Florida
$9.48K – – –
PWMG
1197
Private Wealth Management Group
New Jersey
$9.05K -$6.39K -116 -42%
FFO
1198
Fortitude Family Office
Arizona
$8.99K – – –
SWM
1199
Sugarloaf Wealth Management
Georgia
$8.99K – – –
WWP
1200
WR Wealth Planners
Missouri
$8.87K +$8.48K +154 New
46 47
48
49 50