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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1251
Sentry Investment Management
Wisconsin
$226K – – –
PL
1252
Perpetual Ltd
Australia
$225K -$764 -9 -0.4%
SS
1253
SBI Securities
Japan
$225K +$1.19K +14 +0.6%
CPA
1254
Court Place Advisors
Maryland
$224K – – –
HSA
1255
HBK Sorce Advisory
Pennsylvania
$224K -$68.6K -808 -25%
HCM
1256
Hutchinson Capital Management
California
$224K -$218K -2,572 -51%
MMA
1257
Miracle Mile Advisors
California
$223K +$208K +2,450 New
PW
1258
PUREfi Wealth
Massachusetts
$223K -$36K -424 -15%
WAL
1259
W Advisors LLC
Tennessee
$222K -$8.07K -95 -4%
AWE
1260
Avidian Wealth Enterprises
Texas
$222K -$33.1K -390 -14%
SW
1261
SlateStone Wealth
Florida
$221K – – –
MIM
1262
Macroview Investment Management
Maryland
$221K -$10.6K -125 -5%
CWMK
1263
Caliber Wealth Management (Kansas)
Kansas
$221K -$7.64K -90 -4%
MA
1264
Maxele Advisors
Missouri
$221K – – –
AWM
1265
Aprio Wealth Management
Georgia
$220K -$18.8K -221 -8%
MM
1266
MQS Management
New York
$219K +$205K +2,409 New
AMBIA
1267
Allen Mooney & Barnes Investment Advisors
Georgia
$219K +$1.02K +12 +0.5%
AWMG
1268
Alliance Wealth Management Group
New Jersey
$219K – – –
CWM
1269
Compass Wealth Management
Connecticut
$219K – – –
TCM
1270
Towercrest Capital Management
Pennsylvania
$219K – – –
TCOT
1271
Trust Company of Toledo
Ohio
$219K – – –
LAM
1272
LOM Asset Management
$217K +$202K +2,380 New
AA
1273
Armis Advisers
Georgia
$217K +$202K +2,379 New
MCWA
1274
Meadow Creek Wealth Advisors
Georgia
$214K +$200K +2,354 New
PT
1275
Plimoth Trust
Massachusetts
$214K +$200K +2,350 New
49 50
51
52 53