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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
TFF
1351
The Family Firm
Maryland
– -$40.2K -672 Closed
CBT
1352
Central Bank & Trust
Kentucky
– -$39.5K -660 Closed
WIA
1353
Wetzel Investment Advisors
Indiana
– -$29.4K -510 Closed
RWMG
1354
Redwood Wealth Management Group
New Jersey
– -$30.2K -505 Closed
GLR
1355
Great Lakes Retirement
Ohio
– -$27.8K -464 Closed
OWA
1356
Opal Wealth Advisors
New York
– -$24.3K -405 Closed
FIA
1357
FNY Investment Advisers
New York
– -$17K -300 Closed
GI
1358
Gradient Investments
Minnesota
– -$16.7K -279 Closed
PP
1359
PrairieView Partners
Minnesota
– -$12K -212 Closed
VAG
1360
VisionPoint Advisory Group
Texas
– -$12.5K -209 Closed
PCWA
1361
Pacific Capital Wealth Advisors
California
– -$12K -201 Closed
FFA
1362
Frazier Financial Advisors
Ohio
– -$7.73K -129 Closed
MTIC
1363
Missouri Trust & Investment Company
Missouri
– -$6.65K -111 Closed
AFWM
1364
Abich Financial Wealth Management
Virginia
– -$6.11K -102 Closed
CJ
1365
Caitlin John
Michigan
– -$6.05K -101 Closed
ANBT
1366
American National Bank & Trust
Texas
– -$5.75K -96 Closed
EDRH
1367
Edmond de Rothschild Holding
Switzerland
– -$5.39K -90 Closed
FW
1368
Fairway Wealth
Ohio
– -$3.83K -64 Closed
RWM
1369
Ruedi Wealth Management
Illinois
– -$3.11K -52 Closed
SA
1370
Scarborough Advisors
Maryland
– -$2.77K -46 Closed
LIA
1371
Lynx Investment Advisory
District of Columbia
– -$2.16K -36 Closed
RFG
1372
RFP Financial Group
Georgia
– -$1.86K -31 Closed
TWP
1373
Triad Wealth Partners
Kansas
– -$1.68K -28 Closed
KFS
1374
Kelly Financial Services
Massachusetts
– -$509 -9 Closed
PFA
1375
Pathway Financial Advisers
Indiana
– -$30 -1 Closed