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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1176
Mystic Asset Management
Rhode Island
$406K – – –
KP
1177
Keel Point
Alabama
$405K +$9.39K +79 +2%
HT
1178
Heritage Trust
Oklahoma
$405K – – –
SW
1179
SteelPeak Wealth
California
$405K -$4.16K -35 -1%
SSC
1180
Syverson Strege & Co
Iowa
$405K +$357 +3 +0.1%
HCMG
1181
Howard Capital Management Group
California
$402K – – –
BFWM
1182
Bright Futures Wealth Management
New York
$401K +$9.63K +81 +2%
MAM
1183
Milestone Asset Management
Pennsylvania
$400K -$238 -2 -0.1%
PPW
1184
Parcion Private Wealth
Washington
$400K +$14.6K +123 +4%
AWE
1185
Avidian Wealth Enterprises
Texas
$399K +$58K +488 +17%
BCG
1186
Breakwater Capital Group
New Jersey
$397K – – –
JFA
1187
JNBA Financial Advisors
Minnesota
$396K -$129K -1,086 -25%
WA
1188
Wealth Alliance
New York
$396K -$4.64K -39 -1%
JF
1189
JMN Financial
Ohio
$395K +$96.2K +809 +32%
SI
1190
Severin Investments
Missouri
$392K -$111K -931 -22%
SFP
1191
Sandbox Financial Partners
Maryland
$392K -$357 -3 -0.1%
CM
1192
Columbus Macro
Pennsylvania
$390K -$15.7K -132 -4%
TIA
1193
Tiemann Investment Advisors
California
$390K -$11.9K -100 -3%
RZH
1194
Relyea Zuckerberg Hanson
Connecticut
$388K +$5.59K +47 +1%
PFW
1195
Petros Family Wealth
Minnesota
$386K -$133K -1,121 -26%
GAG
1196
GM Advisory Group
New York
$386K +$35.8K +301 +10%
AO
1197
Advisor OS
Illinois
$386K -$25.7K -216 -6%
GLF
1198
Groupe la Francaise
France
$384K -$11.4K -96 -3%
MA
1199
Montag & Associates
Georgia
$383K -$30.1K -253 -7%
1C
1200
111 Capital
France
$383K +$384K +3,231 New
46 47
48
49 50