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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
CS
776
Comerica Securities
Michigan
$264K -$32.9K -677 -11%
WA
777
WBH Advisory
Maryland
$264K -$32.1K -660 -11%
MWM
778
Modera Wealth Management
New Jersey
$264K – – –
ASN
779
Advisory Services Network
Georgia
$264K +$24.3K +500 +10%
CAPTRUST Financial Advisors
780
CAPTRUST Financial Advisors
North Carolina
$263K – – –
LWM
781
Liberty Wealth Management
California
$263K +$272K +5,600 New
FG
782
Fiduciary Group
Georgia
$262K – – –
SB
783
Simmons Bank
Arkansas
$260K -$2.28K -47 -0.8%
HTC
784
Haverford Trust Company
Pennsylvania
$260K -$2.23K -46 -0.8%
YL
785
YCG LLC
Texas
$259K – – –
FPS
786
Fieldpoint Private Securities
Connecticut
$258K – – –
ACS
787
Archford Capital Strategies
Illinois
$256K +$40.9K +843 +18%
MA
788
Mutual Advisors
Nebraska
$255K – – –
FCIM
789
Fairview Capital Investment Management
California
$253K – – –
AW
790
Alpha Windward
Massachusetts
$250K -$10.9K -224 -4%
SFG
791
SevenBridge Financial Group
Pennsylvania
$249K -$1.22M -25,105 -83%
SWA
792
Sutton Wealth Advisors
Florida
$248K +$10.1K +208 +4%
BCM
793
Blume Capital Management
California
$247K +$38.9K +800 +18%
LWAC
794
Laurel Wealth Advisors (California)
California
$245K -$73.1K -1,506 -22%
FCI
795
Financial Counselors Inc
Kansas
$245K +$253K +5,202 New
FWM
796
Fairhaven Wealth Management
Illinois
$245K +$253K +5,212 New
Lido Advisors
797
Lido Advisors
California
$243K -$139K -2,856 -36%
WAM
798
Wealthspire Advisors (Maryland)
Maryland
$243K +$24.3K +501 +11%
WCM
799
Washington Capital Management
Washington
$242K – – –
GIA
800
GHP Investment Advisors
Colorado
$242K +$146 +3 +0.1%