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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1176
Trinity Financial Advisors
Ohio
$339K -$10.2K -100 -3%
RMDI
1177
R.M. Davis Inc
Maine
$338K +$316K +3,103 New
ST
1178
Spinnaker Trust
Maine
$338K – – –
BHBT
1179
Burke & Herbert Bank & Trust
Virginia
$337K – – –
AC
1180
AlphaCore Capital
California
$335K +$234K +2,297 +296%
CWM
1181
Calamos Wealth Management
Illinois
$334K +$312K +3,063 New
DJSG
1182
D.J. St. Germain
Massachusetts
$331K +$2.35K +23 +0.8%
BSB
1183
Bangor Savings Bank
Maine
$330K – – –
MIC
1184
Means Investment Company
Maine
$329K -$6.83K -67 -2%
OLA
1185
Oliver Luxxe Assets
New Jersey
$329K – – –
CCMG
1186
Clark Capital Management Group
Pennsylvania
$329K +$2.65K +26 +0.9%
MW
1187
Maia Wealth
Colorado
$328K -$3.37K -33 -1%
AWA
1188
Arete Wealth Advisors
Illinois
$328K +$47.3K +464 +18%
AWM
1189
Aprio Wealth Management
Georgia
$327K +$59.5K +583 +24%
LNB
1190
Ledyard National Bank
$322K +$1.94K +19 +0.6%
CMA
1191
Cedar Mountain Advisors
Oregon
$322K +$302K +2,957 New
PWM
1192
Peck Wealth Management
New York
$322K +$301K +2,954 New
SSC
1193
Syverson Strege & Co
Iowa
$322K -$14.8K -145 -5%
MC
1194
Matisse Capital
Oregon
$320K – – –
HCM
1195
Hengehold Capital Management
Ohio
$318K +$3.16K +31 +1%
BWM
1196
Bullock Wealth Management
Indiana
$318K -$15.4K -151 -5%
FFA
1197
Fragasso Financial Advisors
Pennsylvania
$318K +$2.14K +21 +0.7%
NSIM
1198
North Star Investment Management
Illinois
$317K +$816 +8 +0.3%
VAM
1199
Verity Asset Management
North Carolina
$317K +$2.04K +20 +0.7%
OPPS
1200
Obsidian Personal Planning Solutions
Maryland
$317K -$306 -3 -0.1%
46 47
48
49 50