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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1401
Independent Financial Group
California
$203K +$190K +1,867 New
TNB
1402
Thomasville National Bank
Georgia
$202K +$189K +1,857 New
SWA
1403
SOA Wealth Advisors
New York
$202K +$68.2K +669 +9%
PWMG
1404
Prestige Wealth Management Group
New Jersey
$200K -$1.33K -13 -0.7%
CA
1405
Clearstead Advisors
Ohio
$199K -$218K -2,138 -54%
GWSG
1406
GPS Wealth Strategies Group
Colorado
$197K +$20.4K +200 +12%
EWM
1407
Evermay Wealth Management
Virginia
$196K – – –
HWM
1408
Hemington Wealth Management
Virginia
$195K +$6.53K +64 +4%
WSCM
1409
Wellington Shields Capital Management
New York
$191K -$76.5K -750 -30%
HWA
1410
Heartwood Wealth Advisors
Virginia
$190K +$178K +1,745 New
GC
1411
Gould Capital
Washington
$189K -$30.5K -299 -15%
SIM
1412
Sentry Investment Management
Wisconsin
$189K -$66.1K -648 -27%
CFO
1413
CVA Family Office
Colorado
$187K +$510 +5 +0.3%
KB
1414
Kimelman & Baird
New York
$185K – – –
ZBNA
1415
Zions Bancorporation, National Association
Utah
$183K +$3.16K +31 +2%
RP
1416
Rowlandmiller & Partners
Georgia
$183K – – –
AGWCA
1417
Annis Gardner Whiting Capital Advisors
Florida
$181K -$27.2K -267 -14%
OWP
1418
ORG Wealth Partners
Texas
$179K +$62.2K +610 +59%
MWPCG
1419
Measured Wealth Private Client Group
New Hampshire
$179K +$167K +1,640 New
SRCM
1420
Signature Resources Capital Management
California
$177K – – –
GITFIT
1421
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$174K -$20.4K -200 -11%
TF
1422
Tompkins Financial
New York
$160K – – –
BOJHT
1423
Bank of Jackson Hole Trust
Wyoming
$158K +$139K +1,363 +1,604%
RFP
1424
Root Financial Partners
California
$156K +$146K +1,429 New
DMBA
1425
Deseret Mutual Benefit Administrators
Utah
$156K -$35.6K -349 -20%
55 56
57
58 59