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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SO
1501
Sierra Ocean
California
$6.39K – – –
APW
1502
Atlantic Private Wealth
North Carolina
$6.38K +$5.94K +70 New
VWA
1503
VSM Wealth Advisory
Maryland
$6.1K +$5.69K +67 New
AWM
1504
Abound Wealth Management
Tennessee
$5.92K – – –
PPC
1505
Park Place Capital
Alabama
$5.35K – – –
RWA
1506
Redmont Wealth Advisors
Illinois
$5.1K – – –
MWM
1507
MorganRosel Wealth Management
Colorado
$4.56K – – –
PA
1508
Pineridge Advisors
Missouri
$4.01K – – –
TFG
1509
Team Financial Group
California
$3.83K +$3.57K +42 New
SIC
1510
Salem Investment Counselors
North Carolina
$3.74K -$425 -5 -11%
HHGA
1511
Halbert Hargrove Global Advisors
California
$3.65K +$1.27K +15 +60%
SIC
1512
SJS Investment Consulting
Ohio
$3.55K -$43.6K -514 -93%
API
1513
Asset Planning Inc
California
$3.37K – – –
CCMI
1514
Creative Capital Management Investments
California
$3.28K – – –
VWM
1515
Vermillion Wealth Management
Minnesota
$3.28K – – –
KWM
1516
Kiker Wealth Management
Georgia
$3.28K +$3.06K +36 New
PWA
1517
Principia Wealth Advisory
Texas
$3.01K +$594 +7 +27%
HFS
1518
Horizon Financial Services
North Carolina
$3.01K +$1.44K +17 +106%
AWM
1519
Activest Wealth Management
Florida
$2.92K -$10.1K -119 -79%
FNWA
1520
Financial Network Wealth Advisors
Utah
$2.37K – – –
W
1521
WealthCollab
Washington
$2.28K – – –
SA
1522
Scarborough Advisors
Maryland
$2.23K +$2.04K +24 New
AP
1523
Aspect Partners
Virginia
$2.19K +$1.1K +13 +118%
HIA
1524
HFM Investment Advisors
New Jersey
$2.19K +$1.27K +15 +167%
RAM
1525
Riggs Asset Management
Pennsylvania
$2.1K – – –
59 60
61
62 63