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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1201
PFS Partners
New Jersey
$20.3K – – –
PWMG
1202
Private Wealth Management Group
New Jersey
$20K +$3.55K +54 +24%
BCMLT
1203
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.5K +$17.9K +272 New
NAAA
1204
New Age Alpha Advisors
New York
$18.3K +$16.7K +254 New
CAM
1205
Creekmur Asset Management
Illinois
$18K – – –
VWA
1206
Valued Wealth Advisors
Utah
$17.6K +$7.5K +114 +87%
WWP
1207
WR Wealth Planners
Missouri
$16.7K +$658 +10 +5%
SVCP
1208
Silicon Valley Capital Partners
California
$16.4K +$66 +1 +0.4%
JIP
1209
Jaffetilchin Investment Partners
Florida
$16.4K +$15K +228 New
CFD
1210
Creative Financial Designs
Indiana
$16K +$11.9K +181 +431%
TCG
1211
Transcendent Capital Group
Oklahoma
$15.8K +$66 +1 +0.5%
CPG
1212
Cornerstone Planning Group
New Jersey
$15.7K +$329 +5 +3%
HNB
1213
Hilltop National Bank
Wyoming
$15.5K – – –
HGERS
1214
Householder Group Estate & Retirement Specialist
Arizona
$15K – – –
BWAM
1215
Boyd Watterson Asset Management
Ohio
$14.4K – – –
NC
1216
nVerses Capital
Florida
$14.4K +$13.2K +200 New
ZB
1217
Zions Bancorporation
Utah
$13.8K -$9.14K -139 -42%
OA
1218
Operose Advisors
Wisconsin
$13.7K – – –
PB
1219
Pinnacle Bancorp
Nebraska
$13.4K – – –
PGAM
1220
Princeton Global Asset Management
New Jersey
$13.4K -$10.4K -158 -46%
CB
1221
Centennial Bank
Arkansas
$13.3K – – –
LIA
1222
Luken Investment Analytics
Tennessee
$13.2K – – –
RFG
1223
REAP Financial Group
Texas
$12.7K -$19K -289 -62%
TIM
1224
Tortoise Investment Management
New York
$12.6K – – –
S
1225
Sachetta
Massachusetts
$12.4K – – –