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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPHD
1601
Maloon Powers Pitre Higgins & Dennehy
California
$214K +$202K +1,480 New
SFS
1602
Security Financial Services
Indiana
$214K +$202K +1,479 New
AC
1603
Avenir Corporation
Virginia
$214K +$202K +1,477 New
AP
1604
Americana Partners
Texas
$213K +$201K +1,473 New
CSPIA
1605
Cary Street Partners Investment Advisory
Virginia
$212K +$27.6K +202 +16%
EP
1606
Essential Partners
California
$212K -$464K -3,390 -70%
YWM
1607
Yoder Wealth Management
California
$212K +$201K +1,467 New
AW
1608
Alchemi Wealth
Connecticut
$212K +$200K +1,463 New
PSA
1609
Plum Street Advisors
Louisiana
$211K +$200K +1,460 New
NFC
1610
Northstar Financial Companies
Pennsylvania
$211K +$200K +1,460 New
FWP
1611
Flatrock Wealth Partners
California
$211K +$199K +1,459 New
FA
1612
Fiducient Advisors
Illinois
$211K +$199K +1,458 New
TCM
1613
Triumph Capital Management
Colorado
$211K +$273 +2 +0.1%
AIP
1614
Avail Investment Partners
Pennsylvania
$211K +$199K +1,457 New
AL
1615
Aspiriant LLC
California
$208K +$196K +1,435 New
AM
1616
Atwater Malick
Pennsylvania
$207K +$196K +1,432 New
MBTD
1617
Mechanics Bank - Trust Department
California
$206K +$195K +1,425 New
CWA
1618
CogentBlue Wealth Advisors
Tennessee
$206K +$195K +1,424 New
PCA
1619
Prosperity Capital Advisors
Ohio
$205K -$69.9K -511 -27%
FCG
1620
Fielder Capital Group
Tennessee
$205K +$193K +1,415 New
BFG
1621
Bouchey Financial Group
New York
$205K +$193K +1,415 New
RWI
1622
Red Wave Investments
Pennsylvania
$204K +$193K +1,413 New
SCI
1623
S&CO Inc
Massachusetts
$203K +$193K +1,408 New
DA
1624
Denali Advisors
California
$202K -$68.4K -500 -26%
BWA
1625
BlueSky Wealth Advisors
North Carolina
$202K +$191K +1,394 New
63 64
65
66 67