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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1551
Hara Capital
Washington
$88.2K -$1.66K -15 -2%
ADL
1552
Asset Dedication LLC
California
$88.1K – – –
BG
1553
Bollard Group
Massachusetts
$88K +$221 +2 +0.3%
SGK
1554
Steigerwald Gordon & Koch
Virginia
$87.1K – – –
TWD
1555
True Wealth Design
Ohio
$85.2K +$111 +1 +0.1%
GCM
1556
Gunpowder Capital Management
Maryland
$84.4K +$80.4K +727 New
CWP
1557
Concord Wealth Partners
Virginia
$81.8K – – –
O
1558
Ossiam
France
$81.6K -$29.3K -265 -27%
CP
1559
Camelot Portfolios
Ohio
$81.3K +$77.5K +700 New
TFM
1560
TFC Financial Management
Massachusetts
$80.9K – – –
RAM
1561
Reflection Asset Management
South Carolina
$80.5K +$76.7K +693 New
CFM
1562
Cornerstone Financial Management
Massachusetts
$80.2K +$76.5K +691 New
APW
1563
Aventura Private Wealth
Florida
$80K -$6.97K -63 -8%
HWA
1564
HHM Wealth Advisors
Tennessee
$77.8K – – –
SPF
1565
South Plains Financial
Texas
$77.8K -$41.7K -377 -36%
CT
1566
Clearstead Trust
Maine
$76.7K -$5.31K -48 -7%
AEPWM
1567
Atlantic Edge Private Wealth Management
Florida
$76.4K +$5.53K +50 +8%
SN
1568
Sittner & Nelson
Oregon
$74.6K -$11.1K -100 -14%
MA
1569
Modus Advisors
Minnesota
$73.6K +$70.2K +634 New
FFO
1570
Fortitude Family Office
Arizona
$72.2K +$111 +1 +0.2%
SWM
1571
SHP Wealth Management
Massachusetts
$71.8K +$68.4K +618 New
FCAS
1572
First Command Advisory Services
Texas
$71.5K +$6.86K +62 +11%
ATC
1573
Adirondack Trust Company
New York
$70.7K – – –
PWAM
1574
Private Wealth Asset Management
Iowa
$69.3K – – –
GAG
1575
Goodman Advisory Group
Massachusetts
$67.3K +$64.2K +580 New
61 62
63
64 65