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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1226
Asset Dedication LLC
California
$12.3K +$2.63K +40 +31%
RWM
1227
Raffa Wealth Management
District of Columbia
$12.1K – – –
RTL
1228
Red Tortoise LLC
Georgia
$12K – – –
TH
1229
TCTC Holdings
Texas
$12K – – –
CMA
1230
Cedar Mountain Advisors
Oregon
$11.9K -$4.6K -70 -30%
OC
1231
Oarsman Capital
Wisconsin
$11.9K +$10.9K +165 New
GTAM
1232
Global Trust Asset Management
Florida
$11.8K – – –
WIM
1233
Westside Investment Management
California
$11.6K -$4.34K -66 -29%
MCM
1234
MidAtlantic Capital Management
Virginia
$11.4K +$10.4K +158 New
SWM
1235
Sugarloaf Wealth Management
Georgia
$11.2K – – –
AW
1236
Avion Wealth
Texas
$11K +$460 +7 +5%
HCA
1237
Harbor Capital Advisors
Illinois
$11K +$9.93K +151 New
FPFS
1238
First Personal Financial Services
North Carolina
$10.8K – – –
WCM
1239
Westend Capital Management
California
$10.1K +$9.27K +141 New
FFL
1240
Financial Freedom LLC
Ohio
$10.1K – – –
AWM
1241
Abound Wealth Management
Tennessee
$9.27K – – –
CB
1242
Community Bank
New York
$8.98K – – –
KFI
1243
Key Financial Inc
Pennsylvania
$8.19K +$921 +14 +14%
IWP
1244
IAG Wealth Partners
Wisconsin
$7.4K – – –
TC
1245
Trust Company
Kansas
$7.33K -$15.7K -239 -70%
CWC
1246
Carolinas Wealth Consulting
North Carolina
$7.33K +$1.31K +20 +24%
AP
1247
Atwood & Palmer
Missouri
$7.19K – – –
GIM
1248
Gold Investment Management
Alberta, Canada
$7.19K – – –
TCM
1249
Tradewinds Capital Management
Washington
$7.19K – – –
MA
1250
MCF Advisors
Kentucky
$6.9K – – –