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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
NRG
1551
Nemes Rush Group
Michigan
$99.3K +$2.85K +24 +3%
MCM
1552
MV Capital Management
Maryland
$97K -$158K -1,332 -62%
Vanguard National Trust
1553
Vanguard National Trust
Pennsylvania
$96.4K +$96.7K +813 New
TFIPS
1554
Towarzystwo Funduszy Inwestycyjnych PZU SA
$96.1K -$16.6K -140 -15%
TPWA
1555
Twin Peaks Wealth Advisors
California
$95.3K +$95.6K +804 New
SL
1556
Salomon & Ludwin
Virginia
$94.7K – – –
KFAS
1557
Keating Financial Advisory Services
Kansas
$93.3K -$20.6K -173 -18%
HDIM
1558
Hanson & Doremus Investment Management
Vermont
$93K -$14.4K -121 -13%
SCM
1559
Silvant Capital Management
Georgia
$91.8K – – –
SWIM
1560
Smallwood Wealth Investment Management
New Jersey
$91.3K – – –
ADL
1561
Asset Dedication LLC
California
$90K – – –
BG
1562
Bollard Group
Massachusetts
$90K +$238 +2 +0.3%
GCM
1563
Gunpowder Capital Management
Maryland
$86.2K – – –
SWM
1564
SHP Wealth Management
Massachusetts
$84.6K +$11.3K +95 +15%
CFM
1565
Cornerstone Financial Management
Massachusetts
$83.5K +$1.55K +13 +2%
TFM
1566
TFC Financial Management
Massachusetts
$82.7K – – –
APW
1567
Aventura Private Wealth
Florida
$81.7K – – –
VWM
1568
Valley Wealth Managers
New Jersey
$80.7K +$45.2K +380 +127%
FFO
1569
Fortitude Family Office
Arizona
$80K +$6.18K +52 +8%
HWA
1570
HHM Wealth Advisors
Tennessee
$79.5K – – –
CT
1571
Clearstead Trust
Maine
$78.4K – – –
AEPWM
1572
Atlantic Edge Private Wealth Management
Florida
$78.1K – – –
CPG
1573
Cornerstone Planning Group
New Jersey
$77.6K +$9.39K +79 +16%
GAA
1574
Global Assets Advisory
Florida
$75.1K +$75.3K +633 New
SN
1575
Sittner & Nelson
Oregon
$71.2K – – –