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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
1376
Duncker Streett & Co
Missouri
$68.3K – – –
UOTTAIMCU
1377
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$68.3K – – –
SWIM
1378
Smallwood Wealth Investment Management
New Jersey
$67.1K – – –
LI
1379
LRI Investments
Florida
$66.4K -$12.5K -147 -17%
MPW
1380
MASECO Private Wealth
$66.2K +$61.7K +727 New
HT
1381
Headlands Technologies
Illinois
$65K +$60.5K +713 New
CT
1382
Clearstead Trust
Maine
$64.6K +$11K +130 +22%
NRG
1383
Nemes Rush Group
Michigan
$63.8K – – –
SN
1384
Sittner & Nelson
Oregon
$63.8K – – –
HWA
1385
HHM Wealth Advisors
Tennessee
$63.4K – – –
TFM
1386
TFC Financial Management
Massachusetts
$63.2K +$340 +4 +0.6%
TSMHT
1387
Thurston Springer Miller Herd & Titak
Indiana
$59.2K – – –
TPWA
1388
Twin Peaks Wealth Advisors
California
$58.9K +$48.3K +569 New
FFO
1389
Fortitude Family Office
Arizona
$56.6K -$4.84K -57 -8%
GWP
1390
Gen-Wealth Partners
Michigan
$56.2K -$7.13K -84 -12%
ATC
1391
Adirondack Trust Company
New York
$55.5K – – –
OIA
1392
Optimum Investment Advisors
Illinois
$54.7K – – –
PWAM
1393
Private Wealth Asset Management
Iowa
$54.4K -$1.95K -23 -4%
OW
1394
Olistico Wealth
Oklahoma
$50.7K +$4.84K +57 +11%
FCAS
1395
First Command Advisory Services
Texas
$50.5K – – –
KSWA
1396
Kathleen S. Wright Associates
Pennsylvania
$50.1K – – –
CWM
1397
Consultiva Wealth Management
Puerto Rico
$50K – – –
AEPWM
1398
Atlantic Edge Private Wealth Management
Florida
$48.6K – – –
CWM
1399
Centricity Wealth Management
Ohio
$46.8K – – –
Q1WB
1400
Quest 10 Wealth Builders
Virginia
$46.3K -$1.36K -16 -3%
54 55
56
57 58