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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
1201
Vestmark Advisory Solutions
Massachusetts
$252K +$9.09K +107 +4%
DOA
1202
D'Orazio & Associates
Virginia
$252K +$26.2K +309 +13%
RWM
1203
Revisor Wealth Management
Ohio
$252K +$229K +2,691 New
CWM
1204
Chemistry Wealth Management
New York
$252K – – –
IAS
1205
Insigneo Advisory Services
Florida
$251K +$22.7K +267 +11%
SWM
1206
Stockman Wealth Management
Montana
$251K – – –
OPWM
1207
Oregon Pacific Wealth Management
Oregon
$251K -$33.4K -393 -13%
AG
1208
AlTi Global
New York
$251K +$233K +2,746 New
AAS
1209
Ameritas Advisory Services
Nebraska
$249K +$232K +2,729 New
OAM
1210
Occidental Asset Management
California
$248K +$232K +2,727 New
TA
1211
TFB Advisors
Kansas
$248K – – –
PFBT
1212
Parkside Financial Bank & Trust
Missouri
$248K +$2.21K +26 +1%
CIA
1213
Capital Investment Advisors
Georgia
$248K -$89.2K -1,050 -28%
CCT
1214
Chemung Canal Trust
New York
$248K -$9.34K -110 -4%
WFAG
1215
Wescott Financial Advisory Group
Pennsylvania
$247K +$1.19K +14 +0.5%
FAM
1216
Formidable Asset Management
Ohio
$247K – – –
FFG
1217
Fiduciary Financial Group
California
$246K -$35K -412 -13%
CBT
1218
Crews Bank & Trust
Florida
$244K – – –
MCM
1219
Monument Capital Management
Virginia
$243K +$227K +2,672 New
SQA
1220
Simon Quick Advisors
New Jersey
$243K -$434K -5,116 -66%
PWW
1221
Pettyjohn Wood & White
Virginia
$242K – – –
MCM
1222
Magnolia Capital Management
New York
$242K – – –
SEIA
1223
Signature Estate & Investment Advisors
California
$241K -$170 -2 -0.1%
WWA
1224
Wealth Watch Advisors
Colorado
$240K +$114K +1,346 New
LFAS
1225
Level Four Advisory Services
Texas
$240K +$224K +2,633 New
47 48
49
50 51