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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
1601
Team Financial Group
California
$4.6K – – –
HHGA
1602
Halbert Hargrove Global Advisors
California
$4.58K +$204 +2 +5%
AG
1603
AmeriFlex Group
Nevada
$4.36K +$2.55K +25 +167%
PWA
1604
Principia Wealth Advisory
Texas
$4.25K +$612 +6 +18%
API
1605
Asset Planning Inc
California
$4.03K – – –
AP
1606
Aspect Partners
Virginia
$4.03K +$1.33K +13 +54%
CCMI
1607
Creative Capital Management Investments
California
$3.92K – – –
VWM
1608
Vermillion Wealth Management
Minnesota
$3.92K – – –
GA
1609
Guerra Advisors
Florida
$3.71K +$3.47K +34 New
GSWM
1610
Golden State Wealth Management
California
$3.27K -$10.7K -105 -78%
BI
1611
Binnacle Investments
Iowa
$3.27K +$2.04K +20 +200%
CIAS
1612
CBIZ Investment Advisory Services
Ohio
$3.16K +$1.94K +19 +190%
PAM
1613
Palisade Asset Management
Minnesota
$3.05K +$2.86K +28 New
PAI
1614
Pittenger & Anderson Inc
Nebraska
$3.05K +$2.86K +28 New
FNWA
1615
Financial Network Wealth Advisors
Utah
$2.83K – – –
W
1616
WealthCollab
Washington
$2.72K – – –
KA
1617
Kozak & Associates
Colorado
$2.7K +$2.55K +25 New
SA
1618
Scarborough Advisors
Maryland
$2.68K +$102 +1 +4%
HIA
1619
HFM Investment Advisors
New Jersey
$2.62K – – –
CAC
1620
Core Alternative Capital
Georgia
$2.4K – – –
NL
1621
NVWM LLC
Pennsylvania
$2.07K – – –
MA
1622
Montag & Associates
Georgia
$1.85K +$1.73K +17 New
FMP
1623
Financial Management Professionals
Texas
$1.85K +$1.73K +17 New
WA
1624
WestEnd Advisors
North Carolina
$1.74K – – –
TCA
1625
Trifecta Capital Advisors
Illinois
$1.64K – – –
63 64
65
66 67