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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1226
Everhart Financial Group
Ohio
$352K +$23K +208 +7%
MWM
1227
MinichMacGregor Wealth Management
New York
$352K +$19.4K +175 +6%
BSB
1228
Bangor Savings Bank
Maine
$352K – – –
IP
1229
Ignite Planners
California
$352K +$54.5K +493 +20%
MA
1230
Mutual Advisors
Nebraska
$351K -$20.8K -188 -6%
OLA
1231
Oliver Luxxe Assets
New Jersey
$350K – – –
MW
1232
Maia Wealth
Colorado
$350K +$9.96K +90 +3%
AIM
1233
Advyzon Investment Management
Illinois
$350K +$333K +3,011 New
ST
1234
Spinnaker Trust
Maine
$349K -$10.4K -94 -3%
PCM
1235
Pavaki Capital Management
Colorado
$348K +$332K +3,000 New
DE
1236
Diversified Enterprises
Delaware
$348K +$331K +2,996 New
S
1237
Storgate
Texas
$345K +$329K +2,975 New
BWM
1238
Bullock Wealth Management
Indiana
$345K – – –
CMA
1239
Cedar Mountain Advisors
Oregon
$343K – – –
LNB
1240
Ledyard National Bank
$343K -$221 -2 -0.1%
PWM
1241
Peck Wealth Management
New York
$343K – – –
NSIM
1242
North Star Investment Management
Illinois
$343K +$4.54K +41 +1%
GAG
1243
GM Advisory Group
New York
$343K +$6.09K +55 +2%
AWC
1244
Abundance Wealth Counselors
Pennsylvania
$343K +$59.2K +535 +22%
MC
1245
Matisse Capital
Oregon
$341K – – –
PL
1246
Perpetual Ltd
Australia
$341K +$103K +927 +46%
HCM
1247
Hengehold Capital Management
Ohio
$339K – – –
VWM
1248
Vigilare Wealth Management
Arizona
$339K -$101K -911 -24%
LFAS
1249
Level Four Advisory Services
Texas
$339K +$5.2K +47 +2%
VAM
1250
Verity Asset Management
North Carolina
$338K – – –
48 49
50
51 52