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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
1426
New England Capital Financial Advisors
Connecticut
$30.5K +$170 +2 +0.6%
CPG
1427
Cornerstone Planning Group
New Jersey
$29.7K -$8.24K -97 -25%
PAM
1428
Parvin Asset Management
South Dakota
$29.3K – – –
UCB
1429
United Community Bank
South Carolina
$29.1K – – –
SL
1430
Salomon & Ludwin
Virginia
$28.3K – – –
OWA
1431
Opal Wealth Advisors
New York
$27.5K – – –
ABWM
1432
Alpine Bank Wealth Management
Colorado
$27.3K – – –
HBW
1433
Hazlett, Burt & Watson
West Virginia
$27K – – –
OP
1434
ORG Partners
Indiana
$26.4K -$18.3K -215 -42%
WIM
1435
Westside Investment Management
California
$26.2K +$10.8K +127 +79%
WWM
1436
Wolff Wiese Magana
California
$26.1K – – –
PP
1437
PFS Partners
New Jersey
$25.8K – – –
PWMG
1438
Private Wealth Management Group
New Jersey
$25.4K – – –
BCMLT
1439
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.4K +$170 +2 +0.7%
RF
1440
Rossby Financial
Florida
$24.6K -$3.4K -40 -13%
NWM
1441
Nova Wealth Management
Florida
$24K -$10.4K -122 -32%
VWA
1442
Valued Wealth Advisors
Utah
$22.6K -$934 -11 -4%
RWS
1443
Retirement Wealth Solutions
Wisconsin
$22.2K – – –
SVCP
1444
Silicon Valley Capital Partners
California
$21.2K +$85 +1 +0.4%
NEWAS
1445
N.E.W. Advisory Services
Wisconsin
$20K – – –
HNB
1446
Hilltop National Bank
Wyoming
$19.7K +$18.3K +216 New
AP
1447
Atwood & Palmer
Missouri
$19.1K – – –
AW
1448
Avion Wealth
Texas
$19K +$4.33K +51 +32%
BFP
1449
Briaud Financial Planning
Texas
$18K +$17.7K +208 New
FC
1450
Fairscale Capital
New Hampshire
$17.3K +$14.4K +170 New
56 57
58
59 60