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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1351
Valued Wealth Advisors
Utah
$15.8K -$3.01K -39 -16%
CAWM
1352
Capital A Wealth Management
Pennsylvania
$15.5K +$15.6K +202 New
MFG
1353
Mendota Financial Group
Wisconsin
$15.4K -$33.9K -439 -69%
BWAM
1354
Boyd Watterson Asset Management
Ohio
$15.4K – – –
FW
1355
Fairway Wealth
Ohio
$15K +$15.1K +195 New
ZB
1356
Zions Bancorporation
Utah
$14.8K – – –
S
1357
Sachetta
Massachusetts
$14.4K +$1.16K +15 +9%
PB
1358
Pinnacle Bancorp
Nebraska
$14.4K – – –
PGAM
1359
Princeton Global Asset Management
New Jersey
$14.3K – – –
LIA
1360
Luken Investment Analytics
Tennessee
$14.1K – – –
TIM
1361
Tortoise Investment Management
New York
$13.4K – – –
WWA
1362
Wingate Wealth Advisors
Massachusetts
$13K +$13.1K +169 New
RWM
1363
Raffa Wealth Management
District of Columbia
$12.9K – – –
RTL
1364
Red Tortoise LLC
Georgia
$12.8K – – –
GTAM
1365
Global Trust Asset Management
Florida
$12.6K – – –
WIM
1366
Westside Investment Management
California
$12.4K – – –
AW
1367
Avion Wealth
Texas
$12K +$309 +4 +3%
SWM
1368
Sugarloaf Wealth Management
Georgia
$12K – – –
CFD
1369
Creative Financial Designs
Indiana
$11.5K -$5.64K -73 -33%
WA
1370
Whipplewood Advisors
Colorado
$11.1K +$11.2K +145 New
HCA
1371
Harbor Capital Advisors
Illinois
$11K -$386 -5 -3%
WCM
1372
Westend Capital Management
California
$10.8K – – –
FFL
1373
Financial Freedom LLC
Ohio
$10.8K – – –
MTIC
1374
Missouri Trust & Investment Company
Missouri
$10.4K +$10.4K +135 New
AWM
1375
Abound Wealth Management
Tennessee
$10.2K +$309 +4 +3%
53 54
55
56 57