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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1326
Magnolia Capital Management
New York
$384K -$1.02M -7,482 -74%
OWP
1327
ORG Wealth Partners
Texas
$383K +$88.2K +645 +32%
VEA
1328
Virtus ETF Advisers
New York
$382K -$7.52K -55 -2%
FWI
1329
Facet Wealth Inc
Maryland
$382K +$130K +949 +56%
DC
1330
DeDora Capital
California
$382K +$1.78K +13 +0.5%
WF
1331
WealthPoint Financial
North Carolina
$381K -$3.83K -28 -1%
RWP
1332
Ridgecrest Wealth Partners
California
$381K +$49.4K +361 +16%
OAS
1333
Optivise Advisory Services
Tennessee
$380K +$50.6K +370 +16%
PWW
1334
Pettyjohn Wood & White
Virginia
$380K +$3.01K +22 +0.8%
WF
1335
WoodTrust Financial
Wisconsin
$380K +$3.56K +26 +1%
CWM
1336
Calamos Wealth Management
Illinois
$380K -$77.1K -564 -18%
AA
1337
Alta Advisers
United Kingdom
$379K – – –
JTWM
1338
Jackson Thornton Wealth Management
Alabama
$379K +$28.2K +206 +9%
ODFS
1339
O'Donnell Financial Services
California
$379K +$358K +2,618 New
MIM
1340
Macroview Investment Management
Maryland
$378K -$3.83K -28 -1%
WMS
1341
Wealth Management Strategies
Pennsylvania
$376K +$1.37K +10 +0.4%
ZF
1342
Zhang Financial
Michigan
$375K -$547 -4 -0.2%
EFM
1343
E Fund Management
China
$374K -$7.38K -54 -2%
VAM
1344
Verity Asset Management
North Carolina
$374K -$44.4K -325 -11%
WMA
1345
Wealth Management Associates
New Jersey
$373K – – –
MSCM
1346
McElhenny Sheffield Capital Management
Texas
$372K +$352K +2,575 New
SAM
1347
Sagewood Asset Management
New York
$372K +$66.2K +484 +23%
TAM
1348
Titleist Asset Management
Texas
$370K +$85.7K +627 +33%
HEM
1349
Henson-Edgewater Management
Ohio
$370K – – –
AMM
1350
American Money Management
California
$369K +$547 +4 +0.2%
52 53
54
55 56