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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1301
Fiduciary Financial Group
California
$309K -$4.4K -37 -1%
WF
1302
WoodTrust Financial
Wisconsin
$309K – – –
ZF
1303
Zhang Financial
Michigan
$308K +$19.3K +162 +7%
JTWM
1304
Jackson Thornton Wealth Management
Alabama
$308K +$21.2K +178 +8%
CCT
1305
Chemung Canal Trust
New York
$308K -$14.9K -125 -5%
SFC
1306
SYM Financial Corp
Indiana
$308K +$33.5K +282 +12%
WMS
1307
Wealth Management Strategies
Pennsylvania
$307K +$1.43K +12 +0.5%
HIIFS
1308
Harel Insurance Investments & Financial Services
Israel
$307K +$141K +1,189 +85%
GWP
1309
Gateway Wealth Partners
Wisconsin
$306K +$307K +2,580 New
WMA
1310
Wealth Management Associates
New Jersey
$306K – – –
AWMG
1311
Alliance Wealth Management Group
New Jersey
$305K – – –
TCM
1312
Towercrest Capital Management
Pennsylvania
$305K – – –
RWP
1313
Revolve Wealth Partners
New Jersey
$305K +$17K +143 +6%
WC
1314
Waterloo Capital
Texas
$305K -$62.8K -528 -17%
BIA
1315
Bell Investment Advisors
California
$303K -$595 -5 -0.2%
MHIC
1316
Marble Harbor Investment Counsel
Massachusetts
$303K – – –
AMM
1317
American Money Management
California
$302K +$92K +774 +44%
PL
1318
Plancorp LLC
Missouri
$302K +$2.14K +18 +0.8%
CAAS
1319
Capital Asset Advisory Services
Michigan
$302K +$6.3K +53 +2%
MCWA
1320
Meadow Creek Wealth Advisors
Georgia
$301K +$832 +7 +0.3%
LWCFA
1321
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$301K +$150K +1,259 +114%
WP
1322
WealthShield Partners
North Carolina
$300K -$238 -2 -0.1%
OAM
1323
Oberweis Asset Management
Illinois
$298K -$5.11K -43 -2%
RT
1324
Rockland Trust
Massachusetts
$297K -$20K -168 -6%
SP
1325
SmartHarvest Portfolios
Washington
$296K -$68.9K -579 -19%
51 52
53
54 55