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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1351
Consultiva Wealth Management
Puerto Rico
$46K – – –
VC
1352
Vestor Capital
Illinois
$46K -$336 -4 -0.7%
FWA
1353
FSC Wealth Advisors
New York
$45.5K – – –
SWA
1354
SOA Wealth Advisors
New York
$45.3K +$7.39K +88 +19%
AEPWM
1355
Atlantic Edge Private Wealth Management
Florida
$44.7K – – –
Q1WB
1356
Quest 10 Wealth Builders
Virginia
$44K -$5.63K -67 -11%
CWM
1357
Centricity Wealth Management
Ohio
$43.1K – – –
PK
1358
Pflug Koory
Nebraska
$42.4K -$24.8K -295 -37%
OP
1359
ORG Partners
Indiana
$42.4K +$42.5K +506 New
OW
1360
Olistico Wealth
Oklahoma
$41.9K – – –
TCM
1361
TruNorth Capital Management
Michigan
$41.9K – – –
WA
1362
WPG Advisers
Maryland
$41K +$30.3K +361 +282%
RA
1363
Rise Advisors
New York
$39.3K +$11.6K +138 +42%
CAM
1364
Creekmur Asset Management
Illinois
$39.2K +$18.2K +217 +87%
OAJ
1365
Ogorek Anthony Joseph
New York
$39K +$39.6K +471 New
APW
1366
Aventura Private Wealth
Florida
$38.7K +$5.71K +68 +17%
WPA
1367
Wealth Preservation Advisors
Tennessee
$38.6K +$38.7K +460 New
WT
1368
Washington Trust
Rhode Island
$38.2K +$4.37K +52 +13%
GK
1369
Graney & King
New York
$37.9K – – –
SPF
1370
South Plains Financial
Texas
$37.5K – – –
BONH
1371
Bank of New Hampshire
New Hampshire
$37.2K – – –
MFA
1372
McClarren Financial Advisors
Pennsylvania
$34K +$34.4K +409 New
SGC
1373
Slocum, Gordon & Co
Rhode Island
$33.5K -$8.4K -100 -20%
KLWA
1374
Kelly Lawrence W & Associates
California
$33.5K – – –
LC
1375
Lavaca Capital
Texas
$33.5K – – –