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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
601
Brookstone Capital Management
Illinois
$663K +$7.92K +180 +1%
AAS
602
Avantax Advisory Services
Texas
$662K +$29K +660 +5%
HAG
603
HighPoint Advisor Group
Illinois
$658K -$5.67K -129 -0.9%
SP
604
Symmetry Partners
Connecticut
$657K -$6.99K -159 -1%
JIC
605
Joel Isaacson & Co
New York
$657K – – –
SA
606
Sicart Associates
New York
$652K – – –
SMC
607
Smith, Moore & Co
Missouri
$649K +$604K +13,727 New
NA
608
NewEdge Advisors
Louisiana
$647K +$131K +2,983 +28%
BUB
609
BBVA USA Bancshares
Texas
$644K -$74.9K -1,703 -11%
EH
610
Employers Holdings
Nevada
$643K – – –
SFS
611
Sowell Financial Services
Arkansas
$642K +$291K +6,605 +115%
FFA
612
First Foundation Advisors
California
$639K +$7.74K +176 +1%
MHS
613
M Holdings Securities
Oregon
$633K +$589K +13,391 New
FIM
614
Fruth Investment Management
Texas
$628K – – –
LNC
615
Lincoln National Corp
Pennsylvania
$619K -$121K -2,756 -17%
SPIA
616
Steward Partners Investment Advisory
New York
$612K +$60.5K +1,376 +12%
CA
617
Clearstead Advisors
Ohio
$612K -$83.6K -1,900 -13%
LIM
618
Longfellow Investment Management
Massachusetts
$606K -$83.8K -1,906 -13%
NERM
619
New England Research & Management
Illinois
$603K +$561K +12,750 New
HCM
620
Hutchinson Capital Management
California
$600K – – –
JCM
621
Jacobi Capital Management
Pennsylvania
$594K -$8.36K -190 -1%
HWA
622
Heritage Wealth Advisors
Virginia
$589K – – –
KPW
623
Kore Private Wealth
New York
$586K +$27.4K +623 +5%
SF
624
Synovus Financial
Georgia
$585K +$2.07K +47 +0.4%
PA
625
Profund Advisors
Maryland
$582K +$98.1K +2,230 +22%
23 24
25
26 27