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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
VW
1376
Vantus Wealth
Pennsylvania
$345K +$326K +2,383 New
AA
1377
AlphaCentric Advisors
Puerto Rico
$344K +$18.3K +134 +6%
CFS
1378
CRA Financial Services
New Jersey
$344K +$4.92K +36 +2%
MSWA
1379
Marshall & Sterling Wealth Advisors
New York
$342K – – –
RT
1380
Rockland Trust
Massachusetts
$342K -$19.4K -142 -6%
SFC
1381
SYM Financial Corp
Indiana
$341K -$31.9K -233 -9%
LWCFA
1382
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$341K – – –
PW
1383
PUREfi Wealth
Massachusetts
$340K +$4.38K +32 +1%
RCSA
1384
REYL & Cie S.A.
Switzerland
$340K +$390K +2,856 New
BB
1385
Busey Bank
Illinois
$339K -$85.9K -628 -21%
FM
1386
Foster & Motley
Ohio
$339K +$320K +2,342 New
TWM
1387
TRB Wealth Management
Texas
$338K +$10.3K +75 +3%
FGC
1388
First Growth Capital
Maryland
$337K – – –
RWM
1389
Rialto Wealth Management
New York
$336K -$1.78K -13 -0.6%
ACM
1390
Aster Capital Management
United Arab Emirates
$334K +$316K +2,311 New
MW
1391
Maia Wealth
Colorado
$334K -$95.3K -697 -23%
AT
1392
Adelphi Trust
Florida
$333K – – –
KWM
1393
Keebeck Wealth Management
Illinois
$333K +$315K +2,303 New
IFG
1394
Independent Financial Group
California
$333K +$38.6K +282 +14%
GBT
1395
Grove Bank & Trust
Florida
$331K +$547 +4 +0.2%
WFA
1396
Wellspring Financial Advisors
Ohio
$330K -$85.9K -628 -22%
ACA
1397
Arsenal Capital Advisors
Pennsylvania
$329K -$26.3K -192 -8%
SCM
1398
Stordahl Capital Management
Colorado
$329K +$4.24K +31 +1%
TWA
1399
TCI Wealth Advisors
Arizona
$329K -$10.8K -79 -3%
CWS
1400
Cypress Wealth Services
California
$329K -$22.6K -165 -7%
54 55
56
57 58