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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
P
1851
Palladiem
Pennsylvania
$3.04K – – –
FMP
1852
Financial Management Professionals
Texas
$2.6K – – –
TBFA
1853
Three Bearings Fiduciary Advisors
New Hampshire
$2.17K – – –
PIS
1854
POM Investment Strategies
North Carolina
$2.17K -$3.42K -25 -63%
CFS
1855
CGC Financial Services
Oregon
$2.17K – – –
FIM
1856
FWL Investment Management
Texas
$2.02K +$1.91K +14 New
MWM
1857
Mosley Wealth Management
California
$2.02K +$1.91K +14 New
NWM
1858
Navigoe Wealth Management
California
$2K +$2.46K +18 New
AT
1859
Arlington Trust
Alabama
$1.88K – – –
HHGA
1860
Halbert Hargrove Global Advisors
California
$1.82K +$1.78K +13 New
DF
1861
DecisionPoint Financial
Arizona
$1.75K +$1.5K +11 +1,100%
BIM
1862
Breakwater Investment Management
Washington
$1.59K +$820 +6 +120%
PUI
1863
Purpose Unlimited Inc
$1.45K -$1.23K -9 -47%
HC
1864
Hara Capital
Washington
$1.45K – – –
MBFW
1865
Morton Brown Family Wealth
Pennsylvania
$1.45K +$1.37K +10 New
PMFA
1866
Plante Moran Financial Advisors
Michigan
$1.45K +$1.37K +10 New
SA
1867
Seneschal Advisors
Washington
$1.3K – – –
BH
1868
Burk Holdings
Oklahoma
$1.3K -$410 -3 -25%
GA
1869
GoalVest Advisory
New York
$1.16K +$1.09K +8 New
PWA
1870
Provenance Wealth Advisors
Florida
$1.16K +$1.09K +8 New
NWMP
1871
Noble Wealth Management PBC
Colorado
$1.01K +$957 +7 New
RBC
1872
Roble Belko & Company
Pennsylvania
$1K – – –
T
1873
Tidemark
California
$868 – – –
SWAG
1874
Spectrum Wealth Advisory Group
California
$726 +$684 +5 New
ECA
1875
Elevated Capital Advisors
Utah
$723 – – –