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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
1276
PUREfi Wealth
Massachusetts
$265K -$1.02K -10 -0.4%
MIM
1277
Macroview Investment Management
Maryland
$264K – – –
SW
1278
SlateStone Wealth
Florida
$264K – – –
MA
1279
Maxele Advisors
Missouri
$264K – – –
RWP
1280
Revolve Wealth Partners
New Jersey
$263K -$52.9K -519 -18%
AWC
1281
Abundance Wealth Counselors
Pennsylvania
$263K -$20.4K -200 -8%
RA
1282
Riversedge Advisors
Delaware
$263K +$246K +2,410 New
CWM
1283
Compass Wealth Management
Connecticut
$262K – – –
TCOT
1284
Trust Company of Toledo
Ohio
$262K – – –
BWMG
1285
Barnes Wealth Management Group
California
$261K -$10.3K -101 -4%
MMHP
1286
Murphy Middleton Hinkle & Parker
Georgia
$261K – – –
RWM
1287
Revisor Wealth Management
Ohio
$259K -$27.3K -268 -10%
CAG
1288
Crestwood Advisors Group
Massachusetts
$258K +$242K +2,369 New
NFW
1289
Noble Family Wealth
Florida
$258K +$241K +2,365 New
PDL
1290
Portfolio Design Labs
California
$257K -$74.7K -732 -24%
DCM
1291
DGS Capital Management
New Jersey
$255K +$239K +2,340 New
LAM
1292
LOM Asset Management
$254K -$5.1K -50 -2%
CSB
1293
City State Bank
Iowa
$252K – – –
DLA
1294
Douglas Lane & Associates
New York
$252K +$236K +2,310 New
TWA
1295
TCI Wealth Advisors
Arizona
$251K +$1.22K +12 +0.5%
WC
1296
Waterloo Capital
Texas
$250K +$234K +2,298 New
PFA
1297
Pure Financial Advisors
California
$250K +$234K +2,292 New
RWP
1298
Ridgecrest Wealth Partners
California
$250K -$29.9K -293 -11%
AMBIA
1299
Allen Mooney & Barnes Investment Advisors
Georgia
$248K -$13.2K -129 -5%
AHL
1300
Abel Hall LLC
Louisiana
$248K +$612 +6 +0.3%
50 51
52
53 54