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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
1676
Bollard Group
Massachusetts
$110K +$137 +1 +0.1%
SWIM
1677
Smallwood Wealth Investment Management
New Jersey
$109K -$2.46K -18 -2%
GWP
1678
Gen-Wealth Partners
Michigan
$108K +$40.3K +295 +65%
WPA
1679
West Paces Advisors
Georgia
$106K +$100K +733 New
RF
1680
Rossby Financial
Florida
$106K +$27.1K +198 +37%
GCM
1681
Gunpowder Capital Management
Maryland
$105K – – –
TFM
1682
TFC Financial Management
Massachusetts
$102K +$957 +7 +1%
FFO
1683
Fortitude Family Office
Arizona
$99.9K +$2.32K +17 +3%
VWM
1684
Valley Wealth Managers
New Jersey
$98.3K – – –
CIA
1685
Cape Investment Advisory
Georgia
$97.3K +$92K +673 New
CT
1686
Clearstead Trust
Maine
$95.6K – – –
AEPWM
1687
Atlantic Edge Private Wealth Management
Florida
$95.2K – – –
NFSG
1688
Newbridge Financial Services Group
Florida
$92.1K +$34.3K +251 +65%
CPG
1689
Cornerstone Planning Group
New Jersey
$91.1K -$2.46K -18 -3%
SN
1690
Sittner & Nelson
Oregon
$86.8K – – –
PWAM
1691
Private Wealth Asset Management
Iowa
$85.6K – – –
Q1WB
1692
Quest 10 Wealth Builders
Virginia
$80.6K -$2.73K -20 -3%
BWS
1693
Buck Wealth Strategies
Colorado
$80.5K +$76.2K +557 New
SGFG
1694
Silver Grove Financial Group
New York
$79.8K +$75.5K +552 New
CWM
1695
Consultiva Wealth Management
Puerto Rico
$79.4K – – –
HFS
1696
Horizon Financial Services
North Carolina
$76.1K +$16K +117 +29%
PJC
1697
Phillip James Consulting
Minnesota
$75.9K – – –
JWM
1698
JPL Wealth Management
Colorado
$72.5K +$1.23K +9 +2%
AFG
1699
Albion Financial Group
Utah
$72.3K – – –
OW
1700
Olistico Wealth
Oklahoma
$72.3K – – –
66 67
68
69 70