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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
1226
Wescott Financial Advisory Group
Pennsylvania
$297K +$1.33K +13 +0.5%
CCT
1227
Chemung Canal Trust
New York
$296K – – –
PFBT
1228
Parkside Financial Bank & Trust
Missouri
$296K -$816 -8 -0.3%
FFG
1229
Fiduciary Financial Group
California
$295K -$918 -9 -0.3%
SSG
1230
Summit Securities Group
New York
$293K +$225K +2,211 +460%
CBT
1231
Crews Bank & Trust
Florida
$292K – – –
AWE
1232
Avidian Wealth Enterprises
Texas
$291K +$24.6K +241 +10%
MCM
1233
Monument Capital Management
Virginia
$291K – – –
SEIA
1234
Signature Estate & Investment Advisors
California
$291K +$2.55K +25 +0.9%
FLII
1235
First Long Island Investors
New York
$290K +$271K +2,662 New
MCM
1236
Magnolia Capital Management
New York
$290K – – –
PWW
1237
Pettyjohn Wood & White
Virginia
$290K – – –
RPGK
1238
Retirement Planning Group (Kansas)
Kansas
$289K +$3.26K +32 +1%
WMA
1239
Wealth Management Associates
New Jersey
$286K +$13.3K +130 +5%
WB
1240
Webster Bank
Connecticut
$284K – – –
WTA
1241
Washington Trust Advisors
Massachusetts
$284K – – –
OAM
1242
Oberweis Asset Management
Illinois
$284K -$29.5K -289 -10%
WF
1243
WoodTrust Financial
Wisconsin
$284K -$279K -2,733 -51%
HIIFS
1244
Harel Insurance Investments & Financial Services
Israel
$284K +$266K +2,611 New
EH
1245
Equitable Holdings
New York
$282K +$35.9K +352 +16%
AWMG
1246
Alliance Wealth Management Group
New Jersey
$281K +$17.8K +175 +7%
TCM
1247
Towercrest Capital Management
Pennsylvania
$281K +$17.8K +175 +7%
WMS
1248
Wealth Management Strategies
Pennsylvania
$280K +$1.33K +13 +0.5%
CGL
1249
Clarius Group LLC
Washington
$279K -$341K -3,348 -57%
BIA
1250
Bell Investment Advisors
California
$279K +$510 +5 +0.2%
48 49
50
51 52