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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1226
Salem Investment Counselors
North Carolina
$2.46K -$4.4K -76 -65%
PO
1227
Private Ocean
California
$2.4K +$2.31K +40 New
TFM
1228
TFC Financial Management
Massachusetts
$2.16K – – –
CCMI
1229
Creative Capital Management Investments
California
$2.16K – – –
LIA
1230
Lynx Investment Advisory
District of Columbia
$2.16K +$2.08K +36 New
PPC
1231
Park Place Capital
Alabama
$2.04K – – –
CA
1232
Centerpoint Advisors
Massachusetts
$2K – – –
CA
1233
Crewe Advisors
Utah
$1.92K +$1.85K +32 New
RFG
1234
RFP Financial Group
Georgia
$1.86K -$231 -4 -11%
SAG
1235
Spotlight Asset Group
Illinois
$1.74K – – –
TWP
1236
Triad Wealth Partners
Kansas
$1.68K +$1.62K +28 New
W
1237
WealthCollab
Washington
$1.5K – – –
RAM
1238
Riggs Asset Management
Pennsylvania
$1.38K +$1.33K +23 New
CAC
1239
Core Alternative Capital
Georgia
$1.32K – – –
HWP
1240
Highline Wealth Partners
California
$1.26K +$1.22K +21 New
NL
1241
NVWM LLC
Pennsylvania
$1.14K +$289 +5 +36%
FMP
1242
Financial Management Professionals
Texas
$1K – – –
TCA
1243
Trifecta Capital Advisors
Illinois
$899 – – –
CFS
1244
CGC Financial Services
Oregon
$898 – – –
CHA
1245
Carmichael Hill & Associates
Maryland
$779 – – –
WA
1246
WestEnd Advisors
North Carolina
$779 +$579 +10 +333%
KFS
1247
Kelly Financial Services
Massachusetts
$509 -$116 -2 -18%
Walleye Trading
1248
Walleye Trading
New York
$419 – – –
YDMI
1249
Y.D. More Investments
Israel
$64 +$23.3K +403 New
RS
1250
Rakuten Securities
Japan
$60 – – –