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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
701
Tranquilli Financial Advisor
New Jersey
$606K +$2.89K +50 +0.5%
VA
702
Vident Advisory
Georgia
$605K +$335K +5,793 +134%
QCG
703
Quadrant Capital Group
Ohio
$605K +$4.51K +78 +0.8%
IA
704
IFP Advisors
Florida
$604K +$463K +8,010 +385%
DBIA
705
Dumont & Blake Investment Advisors
New Jersey
$603K +$273K +4,723 +88%
MFIM
706
Mesirow Financial Investment Management
Illinois
$600K -$18.7K -324 -3%
HWMO
707
Heritage Wealth Management (Ohio)
Ohio
$600K +$580K +10,025 New
BFG
708
Bleakley Financial Group
New Jersey
$600K -$217K -3,747 -27%
SW
709
Simplicity Wealth
New Jersey
$600K -$212K -3,663 -27%
SA
710
Sicart Associates
New York
$599K – – –
CNBT
711
Canandaigua National Bank & Trust
New York
$598K – – –
SPA
712
Sherbrooke Park Advisers
New York
$595K +$575K +9,939 New
TTWM
713
TCV Trust & Wealth Management
Virginia
$595K – – –
SA
714
SpiderRock Advisors
Delaware
$592K -$5.03K -87 -0.9%
WOSD
715
WFA of San Diego
California
$591K +$571K +9,863 New
BPA
716
Beacon Pointe Advisors
California
$589K -$469K -8,113 -45%
HAG
717
HF Advisory Group
Maryland
$584K +$83.8K +1,448 +17%
WANY
718
Wealthspire Advisors (New York)
New York
$582K -$55.8K -964 -9%
QWM
719
Quadcap Wealth Management
Texas
$580K -$12.8K -222 -2%
Fuller & Thaler Asset Management
720
Fuller & Thaler Asset Management
California
$580K +$411K +7,110 +276%
CA
721
Cornerstone Advisors
North Carolina
$575K -$295K -5,100 -35%
CL
722
CSS LLC
Illinois
$575K +$556K +9,600 New
PCS
723
Personal CFO Solutions
New Jersey
$571K +$14.4K +249 +3%
SIA
724
SkyView Investment Advisors
New Jersey
$567K +$56.9K +983 +12%
HPC
725
HM Payson & Co
Maine
$564K -$108K -1,865 -17%