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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1201
Insigneo Advisory Services
Florida
$383K +$55.2K +464 +17%
KSB
1202
Kennebec Savings Bank
Maine
$381K – – –
ESB
1203
Essex Savings Bank
Connecticut
$381K +$476 +4 +0.1%
FCIM
1204
Fairview Capital Investment Management
California
$381K – – –
CWG
1205
Cornerstone Wealth Group
North Carolina
$381K +$40K +336 +14%
LFAS
1206
Level Four Advisory Services
Texas
$380K +$34K +286 +10%
OWA
1207
One Wealth Advisors
California
$380K -$15.1K -127 -4%
MIC
1208
Meridian Investment Counsel
California
$380K – – –
RP
1209
Rice Partnership
Hawaii
$380K – – –
CMA
1210
Cedar Mountain Advisors
Oregon
$379K +$28.8K +242 +8%
CWM
1211
Calamos Wealth Management
Illinois
$378K +$1.67K +14 +0.4%
MA
1212
Mutual Advisors
Nebraska
$378K +$19K +160 +5%
HSA
1213
HBK Sorce Advisory
Pennsylvania
$377K +$26K +219 +8%
7WCP
1214
71 West Capital Partners
Massachusetts
$377K +$71.9K +605 +23%
IIC
1215
Ironwood Investment Counsel
Arizona
$377K +$3.45K +29 +0.9%
CPA
1216
Capital Performance Advisors
California
$376K +$49.5K +416 +15%
AG
1217
AlTi Global
New York
$375K +$34.5K +290 +10%
VWM
1218
Venturi Wealth Management
Texas
$374K +$52.6K +442 +16%
OKSA
1219
O'Keefe Stevens Advisory
New York
$374K – – –
WAP
1220
Wealthcare Advisory Partners
Pennsylvania
$374K +$7.02K +59 +2%
BWP
1221
Balboa Wealth Partners
Arizona
$372K -$121K -1,018 -25%
MIM
1222
Marco Investment Management
Georgia
$371K – – –
GWM
1223
Gilpin Wealth Management
Colorado
$370K -$11.9K -100 -3%
SP
1224
Stablepoint Partners
Massachusetts
$370K -$2.97K -25 -0.8%
IP
1225
Ignite Planners
California
$370K +$20.7K +174 +6%
47 48
49
50 51