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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1301
Hartford Financial Management
Connecticut
$38.7K -$4.25K -55 -10%
MSFP
1302
Mark Sheptoff Financial Planning
Connecticut
$38.4K – – –
OW
1303
Olistico Wealth
Oklahoma
$38.4K – – –
SGC
1304
Slocum, Gordon & Co
Rhode Island
$38.4K – – –
TCM
1305
TruNorth Capital Management
Michigan
$38.4K – – –
AWM
1306
Accredited Wealth Management
Kentucky
$38.4K +$38.6K +500 New
SWA
1307
SOA Wealth Advisors
New York
$34.8K +$155 +2 +0.4%
GK
1308
Graney & King
New York
$34.7K +$34.9K +452 New
SPF
1309
South Plains Financial
Texas
$34.3K +$34.5K +447 New
CSPIA
1310
Cary Street Partners Investment Advisory
Virginia
$34.2K -$2.1M -27,193 -98%
BONH
1311
Bank of New Hampshire
New Hampshire
$34K – – –
T
1312
Transce3nd
Texas
$32.6K +$32.8K +424 New
WT
1313
Washington Trust
Rhode Island
$31K +$4.17K +54 +15%
KLWA
1314
Kelly Lawrence W & Associates
California
$30.7K – – –
LC
1315
Lavaca Capital
Texas
$30.7K +$30.9K +400 New
BBHC
1316
Brown Brothers Harriman & Co
New York
$30.5K +$7.5K +97 +32%
RFG
1317
REAP Financial Group
Texas
$30.3K +$16.9K +218 +123%
APW
1318
Aventura Private Wealth
Florida
$30.2K +$30.4K +393 New
ACA
1319
Atlas Capital Advisors
Wyoming
$29.3K – – –
CAL
1320
Capital Advisors Ltd
Ohio
$29K – – –
GKIM
1321
GW&K Investment Management
Massachusetts
$28K +$77 +1 +0.3%
BA
1322
Bellwether Advisors
Nebraska
$27.7K +$27.8K +360 New
HFS
1323
HBC Financial Services
Washington
$26K +$155 +2 +0.6%
NECFA
1324
New England Capital Financial Advisors
Connecticut
$25.4K +$155 +2 +0.6%
RA
1325
Rise Advisors
New York
$25.4K +$155 +2 +0.6%
51 52
53
54 55