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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
BGA
1226
Battery Global Advisors
Massachusetts
$369K +$267K +2,244 +259%
TFA
1227
Trinity Financial Advisors
Ohio
$369K – – –
BHBT
1228
Burke & Herbert Bank & Trust
Virginia
$367K – – –
RCG
1229
Regatta Capital Group
California
$366K -$28.5K -240 -7%
BWM
1230
BlackDiamond Wealth Management
New York
$363K -$3.33K -28 -0.9%
MFS
1231
Mirabella Financial Services
United Kingdom
$362K +$363K +3,052 New
DJSG
1232
D.J. St. Germain
Massachusetts
$361K – – –
BWM
1233
Bullock Wealth Management
Indiana
$360K – – –
BSB
1234
Bangor Savings Bank
Maine
$360K – – –
OLA
1235
Oliver Luxxe Assets
New Jersey
$359K +$1.19K +10 +0.3%
EA
1236
Everpar Advisors
Oklahoma
$358K +$58K +488 +19%
MWM
1237
MinichMacGregor Wealth Management
New York
$357K -$2.62K -22 -0.7%
RC
1238
Roundview Capital
New Jersey
$357K -$18.6K -156 -5%
MW
1239
Maia Wealth
Colorado
$356K -$5.35K -45 -1%
PCM
1240
Pavaki Capital Management
Colorado
$356K – – –
VCM
1241
Voleon Capital Management
California
$356K +$357K +2,998 New
LW
1242
Linscomb Wealth
Texas
$355K -$29.4K -247 -8%
CAU
1243
Caxton Associates (UK)
$353K -$64.5K -542 -15%
NSIM
1244
North Star Investment Management
Illinois
$353K +$2.62K +22 +0.7%
BB
1245
Busey Bank
Illinois
$353K -$16.8K -141 -5%
ST
1246
Spinnaker Trust
Maine
$351K -$5.95K -50 -2%
LNB
1247
Ledyard National Bank
$351K +$119 +1 +0%
PWM
1248
Peck Wealth Management
New York
$350K – – –
RPGK
1249
Retirement Planning Group (Kansas)
Kansas
$350K +$31.9K +268 +10%
WSCM
1250
Wellington Shields Capital Management
New York
$350K +$143K +1,200 +69%
48 49
50
51 52