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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
KSB
1226
Kennebec Savings Bank
Maine
$479K +$13.7K +100 +3%
CWA
1227
CM Wealth Advisors
Ohio
$477K +$167K +1,220 +59%
AC
1228
Almitas Capital
California
$477K +$451K +3,300 New
SP
1229
Stablepoint Partners
Massachusetts
$477K +$23.9K +175 +6%
SSC
1230
Syverson Strege & Co
Iowa
$477K -$15.6K -114 -3%
TCG
1231
Transcendent Capital Group
Oklahoma
$474K +$448K +3,280 New
GBWM
1232
Granite Bay Wealth Management
New Hampshire
$474K +$448K +3,279 New
EA
1233
Everpar Advisors
Oklahoma
$473K +$34.9K +255 +8%
JFA
1234
JNBA Financial Advisors
Minnesota
$471K -$11.8K -86 -3%
SYBT
1235
Stock Yards Bank & Trust
Kentucky
$469K +$52.4K +383 +13%
CWG
1236
Cornerstone Wealth Group
North Carolina
$468K +$65.5K +479 +17%
LCM
1237
Landscape Capital Management
New Jersey
$464K +$439K +3,208 New
RP
1238
Rice Partnership
Hawaii
$463K – – –
CMA
1239
Cedar Mountain Advisors
Oregon
$463K – – –
IIC
1240
Ironwood Investment Counsel
Arizona
$460K +$1.37K +10 +0.3%
ESB
1241
Essex Savings Bank
Connecticut
$460K -$4.51K -33 -1%
ICP
1242
Interchange Capital Partners
Pennsylvania
$458K +$33K +241 +8%
OKSA
1243
O'Keefe Stevens Advisory
New York
$456K – – –
MC
1244
Matisse Capital
Oregon
$455K +$28K +205 +7%
MIM
1245
Marco Investment Management
Georgia
$452K – – –
WA
1246
Wealth Alliance
New York
$451K -$29.1K -213 -6%
SIA
1247
Soltis Investment Advisors
Utah
$451K +$43.2K +316 +11%
RC
1248
Roundview Capital
New Jersey
$451K +$14.9K +109 +4%
RWPA
1249
Richard W. Paul & Associates
Michigan
$450K -$79.8K -584 -16%
BGA
1250
Battery Global Advisors
Massachusetts
$450K – – –
48 49
50
51 52