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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1251
Trinity Financial Advisors
Ohio
$450K – – –
BWM
1252
BlackDiamond Wealth Management
New York
$450K -$32.1K -235 -8%
OWA
1253
One Wealth Advisors
California
$450K -$12.3K -90 -3%
AO
1254
Advisor OS
Illinois
$449K -$20.2K -148 -5%
GWM
1255
Gilpin Wealth Management
Colorado
$448K -$3.42K -25 -0.8%
VCM
1256
Voleon Capital Management
California
$448K +$13.3K +97 +3%
BWP
1257
Balboa Wealth Partners
Arizona
$446K -$6.97K -51 -2%
HT
1258
Heritage Trust
Oklahoma
$444K -$46.6K -341 -10%
PFW
1259
Petros Family Wealth
Minnesota
$444K -$25K -183 -6%
RCG
1260
Regatta Capital Group
California
$444K -$1.78K -13 -0.4%
TCOT
1261
Trust Company of Toledo
Ohio
$440K +$31.6K +231 +8%
DJSG
1262
D.J. St. Germain
Massachusetts
$440K – – –
TSS
1263
Two Sigma Securities
New York
$439K +$416K +3,039 New
PFA
1264
Pure Financial Advisors
California
$439K +$13.9K +102 +3%
PFBT
1265
Parkside Financial Bank & Trust
Missouri
$438K +$15.7K +115 +4%
OLA
1266
Oliver Luxxe Assets
New Jersey
$438K – – –
EFG
1267
Everhart Financial Group
Ohio
$437K -$80.7K -590 -16%
BWM
1268
Bullock Wealth Management
Indiana
$434K – – –
BAM
1269
Blueshift Asset Management
New Jersey
$434K +$410K +3,001 New
PCM
1270
Pavaki Capital Management
Colorado
$434K – – –
MA
1271
Montag & Associates
Georgia
$433K -$32.8K -240 -7%
HSA
1272
HBK Sorce Advisory
Pennsylvania
$433K -$22.7K -166 -6%
AP
1273
Anchyra Partners
Georgia
$432K +$17.4K +127 +4%
NSIM
1274
North Star Investment Management
Illinois
$431K +$957 +7 +0.2%
ST
1275
Spinnaker Trust
Maine
$431K +$3.28K +24 +0.8%
49 50
51
52 53