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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1951
Operose Advisors
Wisconsin
– -$52.4K -442 Closed
DWP
1952
Destiny Wealth Partners
Florida
– -$50.7K -427 Closed
OWA
1953
Opal Wealth Advisors
New York
– -$45.2K -381 Closed
GXJ
1954
Global X Japan
Japan
– -$37.4K -315 Closed
TGY2IT
1955
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$29.2K -246 Closed
S
1956
Sachetta
Massachusetts
– -$25.3K -213 Closed
FFL
1957
Financial Freedom LLC
Ohio
– -$16.6K -140 Closed
MTIC
1958
Missouri Trust & Investment Company
Missouri
– -$16K -135 Closed
WA
1959
Whipplewood Advisors
Colorado
– -$8.9K -75 Closed
YP
1960
YANKCOM Partnership
South Dakota
– -$7.47K -63 Closed
ACM
1961
Accent Capital Management
Ohio
– -$6.05K -51 Closed
TLFA
1962
True Link Financial Advisors
California
– -$6.05K -51 Closed
MPW
1963
MASECO Private Wealth
– -$5.88K -50 Closed
IWS
1964
Intentional Wealth Strategies
Colorado
– -$5.81K -49 Closed
CFG
1965
Clayton Financial Group
Missouri
– -$5.58K -47 Closed
LWMI
1966
Legacy Wealth Management (Idaho)
Idaho
– -$5.58K -47 Closed
TFG
1967
Team Financial Group
California
– -$5.05K -43 Closed
RWM
1968
RMG Wealth Management
Wisconsin
– -$5.43K -41 Closed
KCM
1969
Key Capital Management
Tennessee
– -$4.63K -39 Closed
BA
1970
Bard Associates
Illinois
– -$4.39K -37 Closed
PWA
1971
Portus Wealth Advisors
North Carolina
– -$4.15K -35 Closed
SA
1972
Scarborough Advisors
Maryland
– -$2.94K -25 Closed
TWM
1973
TopTier Wealth Management
Wisconsin
– -$1.3K -11 Closed
CW
1974
Curio Wealth
Maryland
– -$1.07K -9 Closed
PCA
1975
PMV Capital Advisers
Texas
– -$601 -5 Closed
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79
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