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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1251
Sage Capital Management
New Jersey
$338K -$111 -1 -0%
OIA
1252
Oakmont Investment Advisors
Pennsylvania
$337K +$321K +2,903 New
MIC
1253
Means Investment Company
Maine
$337K -$12.9K -117 -4%
PC
1254
PCB Capital
New Jersey
$336K +$321K +2,898 New
AWE
1255
Avidian Wealth Enterprises
Texas
$334K +$22.2K +201 +8%
CT
1256
Chicago Trust
Illinois
$333K – – –
AG
1257
AlTi Global
New York
$333K +$4.43K +40 +1%
HSA
1258
HBK Sorce Advisory
Pennsylvania
$332K +$14.9K +135 +5%
BCM
1259
Brooktree Capital Management
Michigan
$332K – – –
BC
1260
Bayforest Capital
United Kingdom
$332K -$282K -2,547 -47%
AMBIA
1261
Allen Mooney & Barnes Investment Advisors
Georgia
$329K +$61.9K +559 +25%
AA
1262
AlphaCentric Advisors
Puerto Rico
$329K +$313K +2,832 New
SYBT
1263
Stock Yards Bank & Trust
Kentucky
$328K – – –
CIA
1264
Capital Investment Advisors
Georgia
$328K +$8.3K +75 +3%
SAA
1265
Southeast Asset Advisors
Georgia
$328K – – –
EH
1266
Equitable Holdings
New York
$326K +$24.9K +225 +9%
CWS
1267
Cypress Wealth Services
California
$326K +$84.1K +760 +37%
PFBT
1268
Parkside Financial Bank & Trust
Missouri
$326K +$9.74K +88 +3%
CNBOF
1269
City National Bank of Florida
Florida
$325K -$227K -2,056 -42%
CCA
1270
Cadent Capital Advisors
Oklahoma
$325K – – –
TCM
1271
TD Capital Management
Tennessee
$325K +$221 +2 +0.1%
RMDI
1272
R.M. Davis Inc
Maine
$325K -$34K -307 -10%
JSW
1273
Journey Strategic Wealth
New Jersey
$324K +$32.3K +292 +12%
DOA
1274
D'Orazio & Associates
Virginia
$323K +$664 +6 +0.2%
DCM
1275
DGS Capital Management
New Jersey
$323K +$48.6K +439 +19%
49 50
51
52 53