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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1476
Principia Wealth Advisory
Texas
$2.06K +$840 +10 +63%
WW
1477
Winnow Wealth
Texas
$2.03K +$672 +8 +47%
BFS
1478
Bare Financial Services
Pennsylvania
$2.01K +$2.02K +24 New
RAM
1479
Riggs Asset Management
Pennsylvania
$1.93K – – –
CAC
1480
Core Alternative Capital
Georgia
$1.84K – – –
WA
1481
WestEnd Advisors
North Carolina
$1.84K +$588 +7 +47%
IHWM
1482
Iron Horse Wealth Management
Iowa
$1.68K +$1.68K +20 New
NFSG
1483
Newbridge Financial Services Group
Florida
$1.51K – – –
JFG
1484
JDM Financial Group
Texas
$1.43K – – –
HFS
1485
Horizon Financial Services
North Carolina
$1.34K +$1.34K +16 New
TCA
1486
Trifecta Capital Advisors
Illinois
$1.26K – – –
CFS
1487
CGC Financial Services
Oregon
$1.26K – – –
CIM
1488
Contravisory Investment Management
Massachusetts
$1.17K – – –
KFI
1489
Key Financial Inc
Pennsylvania
$1.17K – – –
MAS
1490
MPWM Advisory Solutions
Georgia
$1.17K – – –
PWM
1491
Parkworth Wealth Management
California
$923 +$84 +1 +10%
ACA
1492
American Capital Advisory
Idaho
$923 +$924 +11 New
AP
1493
Aspect Partners
Virginia
$922 +$504 +6 +120%
OCM
1494
Osterweis Capital Management
California
$839 +$840 +10 New
CAM
1495
Chesapeake Asset Management
New York
$838 – – –
T
1496
Transce3nd
Texas
$755 -$34.9K -415 -98%
HIA
1497
HFM Investment Advisors
New Jersey
$755 +$756 +9 New
BMC
1498
Bear Mountain Capital
Washington
$652 +$672 +8 New
WTFG
1499
Wood Tarver Financial Group
Idaho
$588 – – –
PWM
1500
Puff Wealth Management
New Jersey
$422 +$420 +5 New
58 59
60
61 62