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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
1626
Main Street Financial Solutions
Pennsylvania
$202K +$191K +1,394 New
LFP
1627
Lakeshore Financial Planning
Michigan
$201K +$190K +1,392 New
RP
1628
Rowlandmiller & Partners
Georgia
$199K – – –
AA
1629
Ancora Advisors
Ohio
$198K -$39.5K -289 -17%
TFA
1630
Transamerica Financial Advisors
Florida
$191K -$1.11M -8,097 -86%
ZBNA
1631
Zions Bancorporation, National Association
Utah
$190K -$9.43K -69 -5%
PFSC
1632
Peoples Financial Services Corp
Pennsylvania
$189K – – –
OC
1633
Oakworth Capital
Alabama
$187K – – –
EP
1634
Evelyn Partners
$184K +$174K +1,271 New
SVWA
1635
Sarver Vrooman Wealth Advisors
Missouri
$182K -$2.05K -15 -1%
FCAS
1636
First Command Advisory Services
Texas
$180K +$32.8K +240 +24%
SGK
1637
Steigerwald Gordon & Koch
Virginia
$166K – – –
OCWP
1638
Owl Creek Wealth Partners
Colorado
$166K +$3.42K +25 +2%
SR
1639
Swiss Re
Switzerland
$161K +$126K +922 +475%
GCM
1640
Gables Capital Management
Florida
$159K – – –
SWM
1641
SHP Wealth Management
Massachusetts
$157K +$50.7K +371 +52%
BHWM
1642
Bay Harbor Wealth Management
Maryland
$154K +$7.11K +52 +5%
CT
1643
Caldwell Trust
Florida
$153K -$10.3K -75 -7%
APW
1644
Aventura Private Wealth
Florida
$149K +$46.6K +341 +49%
PP
1645
PFS Partners
New Jersey
$148K – – –
WA
1646
WPG Advisers
Maryland
$145K +$11.8K +86 +9%
CBT
1647
CoreFirst Bank & Trust
Kansas
$145K – – –
TFIPS
1648
Towarzystwo Funduszy Inwestycyjnych PZU SA
$145K +$26K +190 +23%
HCA
1649
Harbor Capital Advisors
Illinois
$143K -$7.38K -54 -5%
MR
1650
Munich Reinsurance
$142K -$3.34M -24,393 -96%