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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
1401
Retirement Wealth Solutions
Wisconsin
$20.4K – – –
PGAM
1402
Princeton Global Asset Management
New Jersey
$19.8K +$4.2K +50 +27%
SVCP
1403
Silicon Valley Capital Partners
California
$19.1K +$84 +1 +0.4%
NEWAS
1404
N.E.W. Advisory Services
Wisconsin
$18.5K +$18.5K +220 New
CAWM
1405
Capital A Wealth Management
Pennsylvania
$18.3K +$1.43K +17 +8%
AF
1406
Abound Financial
California
$18.1K +$18.2K +216 New
AP
1407
Atwood & Palmer
Missouri
$17.6K – – –
SC
1408
Stephens Consulting
Michigan
$17.1K -$7.39K -88 -30%
BWAM
1409
Boyd Watterson Asset Management
Ohio
$16.8K – – –
FW
1410
Fairway Wealth
Ohio
$16.4K – – –
PB
1411
Pinnacle Bancorp
Nebraska
$15.7K – – –
LIA
1412
Luken Investment Analytics
Tennessee
$15.4K – – –
TIM
1413
Tortoise Investment Management
New York
$14.7K – – –
S
1414
Sachetta
Massachusetts
$14.4K -$1.26K -15 -8%
RWM
1415
Raffa Wealth Management
District of Columbia
$14.1K – – –
RTL
1416
Red Tortoise LLC
Georgia
$14K – – –
GTAM
1417
Global Trust Asset Management
Florida
$13.8K – – –
WIM
1418
Westside Investment Management
California
$13.5K – – –
CFD
1419
Creative Financial Designs
Indiana
$13K +$420 +5 +3%
AWM
1420
Activest Wealth Management
Florida
$12.7K +$12.1K +144 +2,057%
MA
1421
MCF Advisors
Kentucky
$12.4K -$12.9K -153 -51%
WA
1422
Whipplewood Advisors
Colorado
$12.2K +$8.74K +104 +72%
HCA
1423
Harbor Capital Advisors
Illinois
$12K -$336 -4 -3%
AW
1424
Avion Wealth
Texas
$12K – – –
NC
1425
North Capital
Utah
$12K +$12K +143 New
55 56
57
58 59