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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1376
Fire Capital Management
California
$255K – – –
FWM
1377
Forefront Wealth Management
Pennsylvania
$255K -$3.65K -33 -1%
BWMG
1378
Barnes Wealth Management Group
California
$253K -$24.3K -220 -9%
NA
1379
Networth Advisors
Pennsylvania
$253K +$241K +2,176 New
OL
1380
OneFund LLC
Florida
$251K +$11.7K +106 +5%
MHR
1381
Matthew Hamilton Rosenberg
$250K -$6.42K -58 -3%
ML
1382
McAdam LLC
Pennsylvania
$250K +$2.1K +19 +0.9%
MCM
1383
MV Capital Management
Maryland
$250K -$83.4K -754 -26%
HFAS
1384
Hummer Financial Advisory Services
Illinois
$250K – – –
PT
1385
Plimoth Trust
Massachusetts
$250K – – –
RW
1386
Rede Wealth
Virginia
$248K +$237K +2,140 New
DWM
1387
Destination Wealth Management
California
$247K +$3.32K +30 +1%
BMC
1388
Beaton Management Company
Massachusetts
$247K – – –
COCM
1389
Charter Oak Capital Management
New Hampshire
$247K -$221 -2 -0.1%
BBA
1390
Braun-Bostich & Associates
Pennsylvania
$247K +$221 +2 +0.1%
JWM
1391
JGP Wealth Management
Oregon
$247K +$235K +2,126 New
MPM
1392
Meritage Portfolio Management
Kansas
$246K – – –
IIL
1393
Income Insurance Ltd
$246K +$234K +2,117 New
CHAM
1394
Clear Harbor Asset Management
Connecticut
$246K – – –
HW
1395
HORAN Wealth
Ohio
$246K -$41.2K -372 -15%
CSB
1396
City State Bank
Iowa
$246K -$22.4K -202 -9%
BAM
1397
Belpointe Asset Management
Nevada
$246K +$234K +2,115 New
IFG
1398
Independent Financial Group
California
$245K +$27.3K +247 +13%
FOA
1399
Five Oceans Advisors
California
$245K +$332 +3 +0.1%
PPC
1400
Pennington Partners & Co
Maryland
$244K +$775 +7 +0.3%
54 55
56
57 58