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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1676
Ares Financial Consulting
California
$13.6K +$12.9K +117 New
BWL
1677
Bogart Wealth LLC
Virginia
$13.2K – – –
EI
1678
EFG International
$13.1K +$12.5K +113 New
BAM
1679
Bellevue Asset Management
Washington
$12.7K – – –
EWP
1680
Elevation Wealth Partners
California
$12.5K +$4.32K +39 +57%
PIS
1681
POM Investment Strategies
North Carolina
$12.3K +$11.7K +106 New
FPB
1682
First PREMIER Bank
South Dakota
$12K – – –
IWP
1683
IAG Wealth Partners
Wisconsin
$12K – – –
IWM
1684
IMG Wealth Management
Florida
$11.8K – – –
GIM
1685
Gold Investment Management
Alberta, Canada
$11.6K – – –
CIAS
1686
CBIZ Investment Advisory Services
Ohio
$11K +$7.3K +66 +228%
GWM
1687
Greenline Wealth Management
Florida
$10.9K +$10.4K +94 New
SC
1688
Solstein Capital
California
$10.8K – – –
CWP
1689
Clark Wealth Partners
Illinois
$10.6K – – –
JGCM
1690
Joseph Group Capital Management
Ohio
$10.6K +$10.1K +91 New
PSB
1691
Piscataqua Savings Bank
New Hampshire
$10.3K – – –
DWM
1692
Dogwood Wealth Management
Kansas
$10.3K +$1.55K +14 +19%
BFS
1693
Bare Financial Services
Pennsylvania
$9.98K – – –
PWA
1694
Physician Wealth Advisors
Utah
$9.17K -$9.52K -86 -52%
HFS
1695
Hughes Financial Services
Virginia
$8.82K – – –
BCPWM
1696
Bradley & Co Private Wealth Management
Florida
$8.24K – – –
AWM
1697
Abound Wealth Management
Tennessee
$8.13K – – –
VWWMG
1698
Vermillion & White Wealth Management Group
Pennsylvania
$7.78K – – –
VWA
1699
VSM Wealth Advisory
Maryland
$7.78K +$7.41K +67 New
PPC
1700
Park Place Capital
Alabama
$7.31K +$443 +4 +7%
66 67
68
69 70