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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1201
Sage Capital Management
New Jersey
$317K +$102 +1 +0%
MCM
1202
MV Capital Management
Maryland
$316K -$34.1K -334 -10%
GAG
1203
GM Advisory Group
New York
$316K -$98.8K -969 -25%
IAIM
1204
International Assets Investment Management
Florida
$313K -$1.94M -19,000 -85%
CT
1205
Chicago Trust
Illinois
$313K +$293K +2,871 New
LFAS
1206
Level Four Advisory Services
Texas
$313K +$24.2K +237 +9%
BCM
1207
Brooktree Capital Management
Michigan
$312K – – –
MWM
1208
MinichMacGregor Wealth Management
New York
$312K -$6.83K -67 -2%
PCM
1209
Prelude Capital Management
New York
$310K +$291K +2,849 New
PPW
1210
Parcion Private Wealth
Washington
$310K +$22.1K +217 +8%
WRPWM
1211
Werba Rubin Papier Wealth Management
California
$309K +$1.53K +15 +0.5%
EFG
1212
Everhart Financial Group
Ohio
$308K +$288K +2,827 New
AG
1213
AlTi Global
New York
$308K +$8.46K +83 +3%
SYBT
1214
Stock Yards Bank & Trust
Kentucky
$308K -$51.6K -506 -15%
SAA
1215
Southeast Asset Advisors
Georgia
$308K – – –
PL
1216
Plancorp LLC
Missouri
$307K -$4.38K -43 -2%
IAS
1217
Insigneo Advisory Services
Florida
$305K +$4.49K +44 +2%
CCA
1218
Cadent Capital Advisors
Oklahoma
$305K +$286K +2,800 New
TCM
1219
TD Capital Management
Tennessee
$305K -$9.89K -97 -3%
SMC
1220
Smith, Moore & Co
Missouri
$304K -$24.3K -238 -8%
DOA
1221
D'Orazio & Associates
Virginia
$302K +$612 +6 +0.2%
CWM
1222
Chemistry Wealth Management
New York
$301K – – –
SWM
1223
Stockman Wealth Management
Montana
$300K – – –
CIA
1224
Capital Investment Advisors
Georgia
$300K +$2.65K +26 +1%
AP
1225
Americana Partners
Texas
$298K +$279K +2,736 New
47 48
49
50 51