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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
NL
1576
Navalign LLC
California
$66K +$63K +569 New
VC
1577
Vestor Capital
Illinois
$64K +$1.81M +16,363 +2,991%
CWM
1578
Consultiva Wealth Management
Puerto Rico
$63.7K – – –
MAM
1579
Morse Asset Management
Connecticut
$61.2K +$7.19K +65 +14%
CPG
1580
Cornerstone Planning Group
New Jersey
$60.2K -$443 -4 -0.8%
PJC
1581
Phillip James Consulting
Minnesota
$60K +$55K +497 New
Q1WB
1582
Quest 10 Wealth Builders
Virginia
$59K -$2.77K -25 -5%
OW
1583
Olistico Wealth
Oklahoma
$58K +$55.3K +500 New
HFM
1584
Hartford Financial Management
Connecticut
$54.7K – – –
WPA
1585
Wealth Preservation Advisors
Tennessee
$54.3K +$221 +2 +0.4%
QWM
1586
Quaker Wealth Management
New Jersey
$53.2K +$664 +6 +1%
C
1587
Covestor
United Kingdom
$53K -$3.1K -28 -6%
LAS
1588
Lloyd Advisory Services
Georgia
$52.6K +$50.1K +453 New
GK
1589
Graney & King
New York
$52.5K – – –
GWP
1590
Gen-Wealth Partners
Michigan
$52.2K -$3.98K -36 -7%
EPIMS
1591
Evelyn Partners Investment Management Services
$52K +$49.6K +448 New
BONH
1592
Bank of New Hampshire
New Hampshire
$51.4K – – –
CB
1593
Community Bank
New York
$50.8K – – –
WIM
1594
Westside Investment Management
California
$50.5K +$1.99K +18 +4%
DF
1595
Dunhill Financial
United Kingdom
$50.4K +$775 +7 +2%
RF
1596
Rossby Financial
Florida
$50.2K +$24.6K +222 +106%
MEG
1597
Millstone Evans Group
Colorado
$48.8K – – –
KAS
1598
Kemnay Advisory Services
New York
$48.5K +$46.3K +418 New
GFA
1599
Godfrey Financial Associates
New York
$47.9K +$45.7K +413 New
EAM
1600
Empirical Asset Management
Massachusetts
$47.7K +$553 +5 +0%