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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1176
Verity Asset Management
North Carolina
$237K – – –
PL
1177
Plancorp LLC
Missouri
$236K +$237K +2,819 New
AWC
1178
Abundance Wealth Counselors
Pennsylvania
$236K -$27.1K -323 -10%
DJSG
1179
D.J. St. Germain
Massachusetts
$236K -$10K -119 -4%
SB
1180
Strategic Blueprint
Georgia
$233K +$234K +2,780 New
CWM
1181
Chemistry Wealth Management
New York
$232K +$8.15K +97 +4%
RPGK
1182
Retirement Planning Group (Kansas)
Kansas
$231K +$2.44K +29 +1%
SWM
1183
Stockman Wealth Management
Montana
$231K – – –
IFG
1184
Independent Financial Group
California
$230K -$11.4K -136 -5%
LFG
1185
Larson Financial Group
Missouri
$229K +$50.5K +601 +28%
TA
1186
TFB Advisors
Kansas
$229K -$2.6K -31 -1%
AWA
1187
Arete Wealth Advisors
Illinois
$228K +$228K +2,715 New
AC
1188
ASB Consultores
Florida
$227K -$40.4K -481 -15%
PFBT
1189
Parkside Financial Bank & Trust
Missouri
$226K +$3.02K +36 +1%
WFAG
1190
Wescott Financial Advisory Group
Pennsylvania
$226K +$252 +3 +0.1%
CBT
1191
Crews Bank & Trust
Florida
$225K -$19.6K -233 -8%
WAP
1192
Wealthcare Advisory Partners
Pennsylvania
$225K +$3.19K +38 +1%
VAS
1193
Vestmark Advisory Solutions
Massachusetts
$223K +$224K +2,664 New
MCM
1194
Magnolia Capital Management
New York
$223K – – –
PWW
1195
Pettyjohn Wood & White
Virginia
$223K +$223K +2,657 New
TSS
1196
Two Sigma Securities
New York
$223K +$223K +2,656 New
SEIA
1197
Signature Estate & Investment Advisors
California
$222K +$223K +2,648 New
AWM
1198
Aprio Wealth Management
Georgia
$221K +$222K +2,637 New
AWM
1199
Angeles Wealth Management
California
$221K +$336 +4 +0.2%
CHC
1200
City Holding Co
West Virginia
$219K +$21.5K +256 +11%
46 47
48
49 50