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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
APFP
1751
Action Point Financial Planning
Michigan
$35.7K +$34.3K +251 New
RWS
1752
Retirement Wealth Solutions
Wisconsin
$35.3K – – –
TSMHT
1753
Thurston Springer Miller Herd & Titak
Indiana
$34.1K – – –
EFMH
1754
E Fund Management (HK)
Hong Kong
$32.7K +$9.43K +69 +44%
TAP
1755
Tounjian Advisory Partners
Florida
$32K -$2.42M -17,707 -99%
NEWAS
1756
N.E.W. Advisory Services
Wisconsin
$31.8K – – –
HWP
1757
Highline Wealth Partners
California
$31.4K +$7.11K +52 +32%
AF
1758
Abound Financial
California
$31.2K – – –
HNB
1759
Hilltop National Bank
Wyoming
$31.2K – – –
LF
1760
LifeSteps Financial
California
$30.9K +$29.3K +214 New
TC
1761
Truvestments Capital
Florida
$30.8K – – –
LAS
1762
Lloyd Advisory Services
Georgia
$30.2K +$28.6K +209 New
RWM
1763
Raffa Wealth Management
District of Columbia
$30.1K -$6.43K -47 -18%
CAL
1764
Capital Advisors Ltd
Ohio
$30K -$23.8K -174 -46%
WA
1765
Walsh & Associates
Florida
$29.2K – – –
BC
1766
Burnham & Co
Michigan
$28.9K +$27.3K +200 New
EI
1767
EFG International
$28.8K +$9.16K +67 +51%
MPCA
1768
Madison Park Capital Advisors
Washington
$28.6K +$2.24M +16,358 New
PB
1769
Pinnacle Bancorp
Nebraska
$27K – – –
HNW
1770
High Note Wealth
Minnesota
$26.8K +$3.96K +29 +19%
LIA
1771
Luken Investment Analytics
Tennessee
$26.6K – – –
PWA
1772
Physician Wealth Advisors
Utah
$26.3K +$13K +95 +109%
TIAA Trust, National Association
1773
TIAA Trust, National Association
North Carolina
$25.3K -$3.42K -25 -13%
FC
1774
Fairscale Capital
New Hampshire
$24.6K – – –
BFS
1775
Bare Financial Services
Pennsylvania
$23.4K +$8.07K +59 +57%